iWealth Podcast

Brad Connors of iWealth talks with JP about investment strategy. JP is the newest advisor that is part of the iWealth team. They discuss the holistic view of investments, not just Stock A v Stock B. Holistic planning involves different tools like Fish Don't Clap that you can use to have peace of mind with your financial career.  Securities offered through LPL Financial, Member FINRA / SIPC .&...

Brad Connors of iWealth visits with Shawn, a wealth advisor at iWealth, about the impact of taxes on an investor's net income. Retirement can be scary, but Brad and Shawn help their clients navigate the complex process at iWealth.  Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investment adv...

Markets go up and down, how should you respond? Markets go up and down, how should you respond? How much should you worry about a market in flux? When should you get out? Brad Connors of iWealth talks about common concerns people have when investing. Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered...

Brad Connors introduces two iWealth wealth advisors from the iWealth team. Shawn enjoys what he does and the ability to work with a team of people that are all passionate about serving at iWealth. JP likes the mentorship of the iWealth team. Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investmen...

Brad Connors of iWealth sits down with JP and looks back on his path to iWealth. When it comes to finances, Robinhood and Acorn only go so far. Learn what it takes to have a well-rounded financial future. Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Managemen...

Brad Connors of iWealth visits with Shawn, a wealth advisor at iWealth, about the impact of taxes on an investor's net income. Retirement can be scary, but Brad and Shawn help their clients navigate the complex process at iWealth. Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor....

Brad Connors of iWealth talks with Shawn, who is a wealth advisor at iWealth, about his story and why he loves his job and purpose as a wealth advisor.  Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LP...

Brad Connors of iWealth discusses paying off debt vs. saving your money. Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and...

Brad Connors of iWealth talks about saving at a young age. If you've got a little cash at a young age, what should you do with it? Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions v...

Brad Connors of iWealth and Matt talk a bit about how to strategically save for retirement to avoid paying the most taxes. They also discuss Roth IRA vs. Deductible IRA. Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate enti...

How should you delegate your dollars as you land a higher-paying job immediately after you graduate? Brad Connors of iWealth discusses the different things to consider when it comes to saving after you graduate college. Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group W...

What is a Roth and Roth Conversion? Brad Connors of iWealth talks a little about the strategy behind converting your retirement savings to a Roth IRA to save money on your taxes. Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are sepa...

Leaving your job for retirement, there's no do-over. You want to make sure you put your money in the right place. Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this pod...

Should you be purchasing long term health care insurance or investing that cash and self-insuring? Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podcast are for ge...

Brad and Matt talk about the key mistakes people in Southern Minnesota make when it comes to finances. Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podcast are fo...

How are you going to pay for a nursing home someday? Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to...

Do you have an archive of financial documents? Is everything in a box? Do you need a bigger box? Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podcast are for gene...

There is so much content being served around financial planning. Who has  real experience & good intentions, and who is just trying to make a  buck? Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities fr...

If you only get one stock tip from Brad, it should be this one. Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and are not...

How can brokerage services charge $0 for a stock trade? Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended...

You're switching jobs, what do you have to think about financially? Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and are...

If you invested during the recession and are now experiencing profits, when should you pull that cash back out? Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podca...

Brad gives the story about how he taught his children about finances. Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and ar...

Do all of the statements and numbers overwhelm you regarding your finances, maybe after a family member passed away? Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this...

Brad talks about the opportunities that clients of iWealth have for giving. Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only...