iWealth

iWealth Podcast

Business EN ↓ 317 episodes

iWealth owner Brad Connors shares insights for financial planning, insurance, and investments.

Author

iWealth

Episodes

Stress-Testing your Retirement Plan 15.03.2022 5:40

How robust is your savings/retirement plan? 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 provide...

When is the right time to have debt? 10.03.2022 3:33

Brad talks about avoiding debt and instances when debt may or may not be okay. 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 on...

Big Life Changes during COVID 08.03.2022 3:56

Are you experiencing big life changes during COVID? 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...

Should you invest in gold? 03.03.2022 3:15

Brad and Matt talk about investing in gold. 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 provide...

The Confidence Curve 01.03.2022 4:56

Where do you fall on the curve? 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 provide specific adv...

401k Misconceptions 24.02.2022 4:01

Matt asks Brad to explain 401k and common misconceptions about retirement savings. 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 informatio...

What is your comfort zone with regards to retirement? 22.02.2022 5:47

Brad talks about the psychology of investing and what to consider when your thinking about getting in or out of the market. 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 i...

Don't make these Income Tax Mistakes! 17.02.2022 4:08

Brad talks about common mistakes people make when it comes to income tax. 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 an...

On line meeting are now a thing at iWealth 15.02.2022 4:37

A lot of older demographics have used zoom or facetime and there are new expectations and allowances when meeting online. 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...

iWealth and covid 19 08.02.2022 4:27

Brad talks about the changes lockdown brings and what iWealth is doing. 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...

The best way to give to charity 03.02.2022 3:58

There are many ways to give to charities. Today Brad covers the financial side of charitable 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...

What is the financial reality of covid 19 01.02.2022 5:28

Three months into covid, Brad talks about the current state of everything. 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 a...

The man behind the questions! 27.01.2022 5:54

Brad introduces MegaMatt, the man behind the questions. 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...

What is your income stability ratio ? 25.01.2022 5:32

How much income do you want in your retirement? Brad talks about the new buzzword Income Stability Ratio 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...

When should you skim a little off the top? 20.01.2022 4:14

There are good times and bad times to skim a little off the top. Brad  talks about things to consider when considering taking a little 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....

Is it time to refinance? 18.01.2022 4:43

Brad and Matt talk tips and tricks when considering refinancing your house. 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...

Should I be aggressive or conservative with my investing? 13.01.2022 4:07

Brad and Matt talk about the "yin and yang" of aggressive or conservative investing. 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 informat...

Government savings plans 11.01.2022 2:54

What is a Government saving plan? And what do they have to do with China? Brad explains the government savings plan. 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...

HSA: What is it and should I use it? 06.01.2022 6:13

Brad's advice on how to best utilize an HSA: Health Savings Account. 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...

Socially responsible investing - is it viable? 04.01.2022 4:24

Do you have to invest in companies that you don't believe in? Can your  portfolio thrive if you only invest in companies that support your  worldviews? 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 fro...

Family Meetings 03.01.2022 7:00

Having family meetings is important, but it can be very difficult and awkward. 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 on...

Should your net worth mean a higher insurance deductible? 30.12.2021 2:36

Deductibles vs Net Worth - do they correlate? 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 provid...

Brad on Working on your Business 28.12.2021 9:26

Do you take enough time to work on your business? How often do you step back and assess your current situation? 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...

A "back door" IRA? What's that even mean? 27.12.2021 4:21

A Roth IRA has some limitations, but there are ways to take advantages of them anyway. 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 inform...

Do you need umbrella insurance? 23.12.2021 5:25

Brad talks about the do's and do nots of umbrella insurance. 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 int...