iWealth Podcast

This episode is for anyone who owns life insurance—or is considering it—and wants to understand what they’re actually buying. After a client sent Kyle Busch’s viral TikTok video about a lawsuit involving a life insurance policy, Brad Connors and Mega Matt unpack what likely went wrong—and what everyday investors can learn from it. The conversation centers around a high-dollar policy reportedly iss...

If you’re feeling nervous about a potential market downturn, you’re not alone. After two strong years in the market, it’s natural to wonder what comes next—and how to protect what you’ve built. In this episode of the iWealth Podcast, Brad Connors shares five practical principles to help you think clearly when markets get volatile. This isn’t about predicting the future. It’s about controlling what...

This episode is for anyone who’s been asked to work with a financial advisor simply because you know them—through church, a bowling league, your neighborhood, or mutual friends—and you’re wondering how much weight that relationship should really carry. Brad Connors and Mega Matt dig into a question that comes up more often than people admit: *Should familiarity automatically equal trust when it co...

When the worst happens, clear thinking matters more than quick decisions. In this episode of the iWealth Podcast, Brad Connors and Mega Matt talk through one of the hardest conversations in financial planning: "what to do after the loss of a spouse".This episode is for anyone who has ever wondered what actually happens—financially—when life changes in an instant. Brad explains why the **first and...

This episode is for anyone trying to choose a financial advisor—and feeling overwhelmed by credentials, promises, and opinions. If you’ve ever wondered who you can actually trust with your life savings, this conversation will help you cut through the noise. Brad Connors explains why picking a financial advisor has less to do with guarantees or flashy performance and more to do with character, conn...

Choosing a financial advisor can feel overwhelming. Everyone seems to “have a guy,” everyone promises results, and everyone sounds confident. So how do you actually know who to trust? In this episode of the iWealth Podcast, Brad Connors and Mega Matt break down what really matters when selecting a financial advisor—and it has far less to do with guarantees or credentials than most people think. Br...

What if you could actually see how complete your financial life is—not just how your investments are performing? In this episode of the iWealth Podcast, Brad Connors and Mega Matt break down one of iWealth’s most practical planning tools: the Lifetime Plan Score. This score is part of the FDC Plan on Purpose system and gives clients a clear, visual way to track progress across their entire financi...

If you’ve ever wondered why one financial advisor is really any different from another, this episode is for you. Most firms talk about products, performance, or “secret strategies.”Brad Connors explains why that’s not what actually moves the needle. In this episode of the iWealth Podcast, Brad and Mega Matt break down why accountability—not flashy investments—is the real difference at iWealth. Bra...

If you’re a business owner, leader, or professional who cares about culture, trust, and alignment, this episode is for you. Too many companies talk about core values—but never actually live them. In this conversation, Brad explains what happens when values come **off the wall and onto the field. In this episode of the iWealth Podcast, Brad Connors and Mega Matt unpack how core values shape hiring,...

On this episode of the iWealth Podcast, Brad Connors is joined by advisors Shawn Pomeroy and JP to break down what really happened in the markets last year and what investors should be paying attention to as 2026 begins. They discuss:• U.S. stock, international, and emerging market performance• Why bonds and munis quietly had a strong year• What volatility actually means for long-term plans• The d...

When success and stuff don’t deliver the fulfillment you expected, it’s worth asking "Why". In this episode of the iWealth Podcast, Brad Connors and Mega Matt unpack a powerful metaphor from a Christian song: **“dusty Bibles and brand new iPhones.”**This conversation is for anyone who has achieved financial success, built something impressive, or accumulated “the good stuff” — yet still feels like...

What do you *really* do, Brad? In this short, unscripted episode, Brad Connors reflects on the question he gets asked most often—and the answer might surprise you. Brad shares why he now calls himself a **Dream Navigator**, and how 30 years in financial planning has taught him that it’s not about the numbers—it’s about the people, their dreams, and the guidance they need to pursue a more purposefu...

Investing for Today vs. Building for TomorrowAre you chasing quick wins—or building something that lasts? In today’s iWealth Podcast, Brad Connors and Mega Matt have a fun (but deep) conversation about the difference between focusing on short-term flash and long-term substance—both in life and in investing.💬 Why long-term goals beat short-term gains 💬 The danger of chasing “pretty” investments w...

In this episode of the iWealth Podcast, Brad Connors and Matt dig into one of the most common financial questions people face: “I have some extra cash—what should I do with it?” Whether it’s an inheritance, a recent business sale, or savings you’ve built up, knowing when and how to invest that money can feel overwhelming. Brad shares insights from years of working with individuals in this exact po...

Affluent doesn’t always look the way people think it does. In this episode of the iWealth Podcast, Mega Matt sits down with Brad Connors to talk about a fast-growing segment of families across Minnesota and beyond: **$5–$25 million in net worth**. These are often business owners and disciplined savers who “don’t look rich” — but the decisions they make now can dramatically shape their family’s fut...

When Life Gets Complicated: Why Pivot Moments Call for a Financial AdvisorIn this episode of the iWealth Podcast, Brad Connors and Mega Matt talk about those critical pivot moments—when life suddenly feels too much to manage alone. Whether it’s losing a loved one, going through a divorce, inheriting assets, or realizing retirement is closer than you thought, these events create financial and emoti...

For families in the Waseca area who may be feeling the weight of the holidays, this story shows what can happen when a community comes together with purpose. For 15 years, iWealth clients and partners have stepped up to help provide Christmas dinners for local families—and this year marks the largest impact yet. Watch how a simple idea grew into a $13,000 gift supporting the Waseca Area Neighborho...

Managed Accounts vs. Index Funds: Which Strategy Builds a Stronger Future? Are index funds the easy button for investing—or is there a deeper reason to work with a financial advisor? Brad Connors and Mega Matt break it down on today’s iWealth Podcast. Learn how managed accounts add value beyond simple returns by helping you ask the right questions, plan for your full financial picture, and make sm...

The S&P 500 has had an incredible run—but is it *really* as diversified as most people think? In today’s episode, Brad Connors (iWealth) and Mega Matt zoom out and talk about what’s driving markets right now, what’s worth watching in 2026, and why the “set it and forget it” S&P approach may have more hidden concentration risk than most investors realize. Brad shares what he’s hearing from portfoli...

Can a High School Freshman Become a Successful Entrepreneur? Brad Connors and Mega Matt dive into a real-life story about a high school freshman who’s passionate about day trading—and questioning whether traditional school fits into his dreams. In this inspiring conversation, Brad shares how he encouraged this young entrepreneur to think bigger, chase real-world opportunities, and focus on solving...

Brad explains why iWealth created the **Private Client Group** and the **Plan On Purpose Office**: not because clients are “better,” but because higher net worth brings **different problems**. The goal is to inventory everything, identify blind spots, and then *connect clients to the right people*—quickly and intentionally. You’ll hear how the **For Days Coming Network** works: a curated circle of...

In this episode of the iWealth Podcast, Brad Connors and Mega Matt unpack a simple but powerful concept: iBuckets. What are iBuckets? In short, they’re a structured, goal-based system for organizing your money based on what matters most to you. Brad explains that iBuckets are all about intentionality. Rather than letting money sit in one big account or just "hoping it all works out," the iBuckets...

Kyle Busch’s TikTok lawsuit story sparked a client question we hear all the time: “Do I own the same thing?” In this episode, Brad and Mega Matt break down *why life insurance policies can look similar on the surface—and work wildly differently in real life* based on how they’re designed and sold. We unpack the “term vs. permanent” debate (whole life, universal life, indexed UL, variable UL), and...

Families with parents age 70+ (or adult children helping them) who are considering **transferring a home to children** because of health concerns and potential long-term care costs. Avoids expensive mistakes when you “add the kids to the house” or gift assets without understanding **Medicaid rules, debt liability, and the 5-year lookback**.Nursing home costs can run as high as $10,000–$ 12,000 per...

In this episode of the iWealth Podcast, Brad Connors sits down with Matt to unpack one of the biggest (and often overlooked) financial questions for business owners: What is your business actually worth—and will that be enough to support your lifestyle when you exit? Brad kicks off the conversation by introducing two common valuation methods—EBITDA multiples and revenue-based valuation. For busine...