iWealth

iWealth Podcast

Business EN ↓ 317 episodes

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

Author

iWealth

Episodes

Buying Into Dips (Covid 19) 21.12.2021 2:17

The markets dipped, should you go all in? Maybe not. Brad offers advice on buying into dips. 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...

College for Your Child 20.12.2021 8:07

Costs are going up, what's the best way to start saving? 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 intende...

What's a Pension and Do They Still Exist? 16.12.2021 5:02

Brad explains the concept of a pension and why they are in the news lately. 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...

Will the annuities be able to continue to pay out? 14.12.2021 1:19

Should you be concerned about annuity payments? 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 prov...

Miracle Morning - Should You Wait to Save? 13.12.2021 7:27

Today we talk a little bit about the book Miracle Morning. How early should you start saving for your 401K 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 ar...

"I got a guy for that..." 09.12.2021 7:45

Brad talks about helping clients and the benefits of making professional connections. 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 informa...

Is this the best time to buy into the stock market? 07.12.2021 2:26

When the market drops, is it a good time to get in? Well, yes and no.  Brad and Matt tell you things you should consider when thinking about  diving into 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 separat...

Beneficiaries - Who should get your money? 06.12.2021 8:39

There's lots of little things you need to think about when setting up beneficiaries. 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...

What is Dollar Cost Averaging? 02.12.2021 4:27

Maybe you've heard the term Dollar Cost Averaging but don't know what it means. Brad explains what it means and how it works. 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...

Covid 19 Financial Advice 30.11.2021 5:14

Brad talks about interest rates, refinancing, during the 2020 pandemic. 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...

Paying Taxes. When should you pay? 29.11.2021 7:40

There are after tax and pre tax investments. Which one is better? Which one should you use? 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 i...

"Pigs get slaughtered" - When should you take your gains? 25.11.2021 6:27

Brad and Matt talk about the phrase "Pigs get slaughtered" and when the best time to take your gains 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 in th...

What is up with gas prices? 23.11.2021 1:04

Are low oil prices a good thing? 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 ad...

Most Common Financial Pitfalls and Mistakes 22.11.2021 5:58

Money is just a tool, but you need to use it like a tool, and learn how to use it well. 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 infor...

Bear vs Bull markets what is the difference 16.11.2021 1:38

What is a bear market? What is a bull market? Brad explains the difference.  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...

Is it 100% necessary to bring my tax information to my first meeting? 15.11.2021 4:14

It's good to get to know your financial advisor, but they do need to know what's going on with taxes so that they can help. 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...

What are you doing with your financial "War Chest"? 11.11.2021 1:46

At iWealth we make sure that the items in your "War Chest" are working for you. 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 o...

Should you get out of the stock Market? 09.11.2021 1:02

When the market starts to drop, should you get 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 podcast are for general information only and are not intended to...

Will your kids ever move out? 08.11.2021 6:28

There's a lot of different family dynamics going on when children don't leave the nest. The "right answer" is different for everyone, but here are the things to think about. 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...

Financial Temptations (And how to avoid them.) 04.11.2021 7:45

If it's too good to be true, it probably is. Tips and tricks to make good decisions with your money. www.iWealth4me.com 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 th...

How invest in your 20s, 30s, 40s + 02.11.2021 9:14

How you invest will differ depending on where you are at in life. Brad  and Matt talk about the differences in investing while young and how to  adapt your investments as you get older. 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...

Investing - Should you invest on fundamentals or technically? 01.11.2021 5:19

Over the last 25 years we've looked at different money management techniques, and here's the takeaways. 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 f...

90% of "Financial Advisors" are actually "Investment Consultants" 28.10.2021 5:16

www.iWealth4me.com 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 advice or recomm...

Is your wealth in the correct buckets? 26.10.2021 4:09

Don't put all your eggs in one basket, but what baskets should your eggs be in? 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 o...

Naming buckets. 25.10.2021 5:22

Some buckets already have names, but if you want to be intentional with your money you need to be specific with your bucket names 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 vo...