iWealth Podcast

Summer Picnic - Thanks for beng part of the iWealth family.

What started as one simple idea—making sure families in Waseca County could enjoy a Christmas dinner—has grown into a 16-year tradition of generosity, community involvement, and giving back. In this episode of the iWealth Podcast: Plan on Purpose, Brad Connors sits down with his wife, Trudi, to share the story behind the annual Holiday Food Basket Program, supported by the iWealth Foundation throu...

What if you put the same intentionality into your marriage that you put into building your business or career? In this episode of the iWealth Podcast, Brad sits down with longtime friend Lamar Lark, founder of Unbreakable Promise, to talk about marriage, purpose, and why success outside the home doesn’t mean nearly as much if you’re not also “winning at home.”After more than 40 years of marriage a...

How do young adults think about money, investing, careers, college, and financial planning today? In this special episode of the iWealth Podcast, Brad Connors sits down with his daughter, Kendra, for an honest conversation about what it's like navigating adulthood in a world filled with social media, endless information, and constant financial decisions. They discuss how today's generation approac...

What happens when you turn on self-driving and let the car take you all the way to the meat market? Brad and Mega Matt take the iWealth Podcast on the road to test Tesla’s self-driving technology in the real world. After renting a Tesla specifically to experience the technology, Brad puts it to the test on a 15-mile drive—with roundabouts, interstate driving, lane changes, speed changes, traffic,...

What if the best return on your money isn’t always measured in dollars? Brad sits down with his wife, Trudy, to talk about the idea of “memory dividends”—experiences that continue paying you back through the memories you create with family and friends. Those memories don’t have to come from expensive vacations. They can come from a road trip, a concert, an afternoon with friends, working on a proj...

Grace is back on the iWealth Podcast—and this time she’s talking skateboarding, acting, overcoming fear, and even investing in cows! Brad and Grace talk about how adversity can become an asset. Whether it’s dropping into a skateboard ramp for the first time or walking onto a stage in front of an audience, Grace has discovered something important: confidence often comes from doing the scary thing o...

When was the last time you truly disconnected—not just physically, but mentally? In this episode of the iWealth Podcast, Brad and Mega Matt talk about Sabbath, rest, social media, and what happens when we intentionally create space away from the constant noise of our phones. Brad shares his experiment of disconnecting from Saturday evening through Sunday evening: no social media, email, news, or A...

Healthcare costs keep climbing, leaving many business owners asking the same question: Are there better ways to provide health benefits for employees? In this episode of the iWealth Podcast, Brad sits down with healthcare benefits specialist Steve Schafer to explore alternatives to traditional employer health insurance and how businesses can take a more strategic look at one of their largest emplo...

What are you excited about? What are you looking forward to? And when did you first realize, “This is what I’m supposed to be doing”?In this episode of the iWealth Podcast, Brad and Mega Matt explore the connection between calling, purpose, passion, and the stories we remember from pivotal moments in our lives. Sometimes the clue to discovering your purpose is a specific memory—a classroom, a ski...

What if some of your biggest failures actually became your greatest assets? In this episode of the iWealth Podcast, Brad and Mega Matt talk about a lesson Brad has been wrestling with after a Strategic Coach exercise: “Adversity is an asset.” They look back at business mistakes, financial struggles, parenting, sports, and pivotal moments that forced them to take responsibility and grow. The key is...

One of the biggest barriers to meeting with a financial advisor is simple: “How much work is this going to be?”Brad and Mega Matt break down what you actually need to prepare for a financial planning meeting—from tax returns and 401(k) statements to insurance, budgeting, risk, and your bigger financial goals. For many people, gathering everything may take around an hour. For business owners, the p...

If you’re successful financially but your energy, focus, sleep, or health are declining, this episode is for you. In this powerful conversation, Brad Connors sits down with health optimization expert Regan Archibald to explore why so many people are told they are “fine” by traditional medicine—while still feeling exhausted, inflamed, overweight, or mentally foggy. Regan shares his personal story o...

With AI advancing rapidly, many people are starting to ask a fair question:Why would anyone pay for a financial advisor? In this episode of the iWealth Podcast, Brad Connors and Mega Matt tackle that question head-on — and the answer has less to do with investments and more to do with something AI can’t replicate: human understanding.### The Shift Happening Right NowThe financial advice industry i...

What happens to your money when the world feels uncertain? In this episode of the iWealth Podcast, Brad Connors and Mega Matt take on a topic that’s on a lot of minds right now: war, market volatility, and how investors should respond when headlines feel overwhelming. Brad brings a steady perspective to a chaotic situation. While rising oil prices, global tension, and economic uncertainty can crea...

Is artificial intelligence about to replace your financial advisor? In this episode of the iWealth Podcast, Brad Connors and Mega Matt tackle one of the biggest questions facing every industry right now: what happens when AI gets really good—and really fast? There’s no denying it—AI is changing everything. It can analyze data, build portfolios, and even automate tasks that once took hours. But Bra...

What if your financial life had to change overnight—before retirement even begins? In this episode of the iWealth Podcast, Brad Connors and Mega Matt unpack a surprising and sobering statistic: the average age of widowhood is around 59½—right before many people even reach retirement. That timing creates a major challenge. Many couples haven’t fully transitioned into retirement planning yet, and in...

What happens when scammers show up in the middle of grief? In this episode of the iWealth Podcast, Brad Connors and Mega Matt discuss a real and unsettling situation: scammers using obituary posts and social media to exploit families after a loved one passes away. Matt shares a personal story—after posting about his father’s passing, fake accounts began circulating copied obituary content with add...

What happens to your digital life when you’re no longer here? In this episode of the iWealth Podcast, Brad Connors and Mega Matt explore a growing—and often overlooked—part of financial planning: digital assets. From email accounts and social media to online banking, crypto wallets, and password access, this is a new layer of complexity that didn’t exist even 10–15 years ago. As financial planning...

If you’ve ever read Fish Don’t Clap and wondered, “This is powerful… but how do I actually apply it?” — this episode is for you. In this conversation, Brad Connors shares why he refreshed and expanded Fish Don’t Clap — even though it was already working. The original parable helped thousands rethink retirement, purpose, and what it really means to “hit your number.” But readers kept asking the sam...

Investing doesn’t have to be just about percentages and performance charts. In this episode, Brad Connors explains why goal-based investing is one of the most practical—and enjoyable—ways to approach your financial life. Instead of obsessing over whether your portfolio returned 2% or 22%, goal-based investing asks a better question: Are you on track for what matters most to you? That could be reti...

What would you say if a high school freshman told you they wanted to quit school to become a day trader? In this episode of the iWealth Podcast, Brad Connors shares a real conversation he had with a local student who’s already experimenting with trading, running small side hustles, and thinking far beyond his years. The student wasn’t just clicking buttons on a trading app. He had tested strategie...

If you’re looking at a $400,000 house—or even a $300,000 one—this episode is for you. Home prices across the Midwest have climbed steadily, and many first-time buyers are asking the same question: Is it better to keep renting, or is it finally time to buy? In this episode, Brad Connors breaks down the real numbers behind buying a home in today’s market. It’s not just the sticker price. Brad walks...

This episode is for anyone who loves the idea of “free” airline miles, cash-back bonuses, and premium travel perks—but wonders if there’s more going on behind the scenes. Brad Connors and Mega Matt break down the psychology and math behind credit card reward programs—and why Brad instinctively cringes when someone says they “need” a specific card for the miles. On the surface, rewards cards can ma...

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...