iWealth Podcast

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...

In this episode of the iWealth Podcast, Brad Connors and Matt dive into an engaging conversation about one of Brad’s favorite financial tools: the speedometer. But we're not talking about your car—we're talking about a powerful visual tool that simplifies complex economic and market indicators into something anyone can understand. Brad explains how he uses these investment “speedometers,” provided...

Brad and Matt unpack what "purposeful retirement" actually looks like in real life. They contrast the classic picture—slow mornings, newspaper, coffee, “I’m done”—with a more fulfilling version: "desirement" (what you "desire" to do next), fueled by meaningful projects and relationships. Brad explains why he rewrote "Fish Don’t Clap": too many people loved the parable, but needed the “how.” The ne...

Who it’s for: Investors who feel uneasy about “top-heavy” markets, advisors looking for diversification, and anyone curious whether value investing is poised for a comeback. What pain it solves: Cuts through headlines to explain what a value discipline actually is, why concentration risk matters, and where underowned opportunities may be hiding. Why watch now: With a handful of mega-cap stocks dri...

In this episode of the iWealth Podcast, Brad Connors and Mega Matt dive deep into what really matters to high-net-worth families when it comes to financial planning.💰 What do successful business owners worry about most? It’s not just taxes or estate planning—it’s family. From dividing the farm fairly to managing the family cabin at Gull Lake, Brad shares how clear communication and intentional pl...

Who it’s for: People who want a meaningful, well-run life in (and beyond) retirement—and advisors guiding them. What pain it solves: “Great idea…now what?” Brad explains how to move from inspiration to implementation so you don’t drift into a purpose-empty retirement. Why watch now: The updated edition of Fish Don’t Clap is out—with a brand-new implementation chapter, an audiobook, workshops, and...

Who it’s for: Firm owners, advisors, and students exploring a career in financial planning. What pain it solves: How to prepare for ownership transitions, recruit Gen Z talent, and adapt your practice for an AI-accelerated future. Why watch now: Baby-boomer exits are accelerating, advisor demand is rising, and the best time to prepare your team and succession plan is before you need it. Brad welco...

If you’re an investor, retiree, or business owner looking to stay informed on where the markets are heading, this Fall Market Update 2025 from Brad Connors of iWealth breaks down everything you need to know. In just a few minutes, Brad explains how the markets have performed through the third quarter — from the Dow Jones Industrial Average and S&P 500 to the Bloomberg U.S. Aggregate Bond Index — a...

Gold always gets attention during uncertain times—but is it really a good long-term investment? In this episode of the iWealth Podcast, Brad Connors breaks down the facts about investing in gold. From physical bars to ETFs, he explains the two primary ways investors get exposure to gold and why it’s often misunderstood as a strategy. You’ll hear:The real historical performance of gold vs. the stoc...

Can You Really Afford a $400K House? What Every Buyer Needs to KnowThe $400,000 house used to be the dream—now it’s the average. In this episode of the iWealth Podcast, Brad Connors and Mega Matt break down what it really takes to buy a home in today’s market. From down payments and closing costs to monthly payments and long-term equity, they walk through real numbers and realistic expectations.🏡...

Everyone loves a free flight… but is it really free? In this episode of the iWealth Podcast, Brad Connors and Mega Matt unpack the real cost of playing the credit card rewards game. If you've ever justified a new card “for the miles” or convinced yourself you'll pay it off each month, this conversation is for you.🧠 Credit card companies hire teams of psychologists whose job is to make sure you sl...

The Truth About Credit Card DebtIn this episode of the iWealth Podcast, Brad Connors and Mega Matt dig into a major financial pitfall that too many people face: credit card debt.🚫 The “swipe now, deal later” mindset has become dangerously common. 📈 Interest rates are sky-high—sometimes 23% or more. 💡 Brad shares stories from 25+ years of experience, and Matt reflects on the real cost of assumin...

What’s next? That simple question can be the key to purpose, motivation, and momentum in your life. In this episode of the iWealth Podcast, Brad Connors and Mega Matt talk about the power of looking forward to something—whether it’s a fishing trip, a camper van project, or just the next opportunity.💬 “You can do really hard things if you’ve got something to look forward to.” Brad and Matt unpack...

Goal-Based Investing: The Fun Side of Smart Financial PlanningWhat if your investments weren’t just numbers—but reminders of the things you’re working toward? In this episode of the iWealth Podcast, Brad Connors and Mega Matt unpack the idea of goal-based investing—a strategy that ties your money directly to meaningful milestones. From weddings and sabbaticals to cars and travel, Brad explains how...

When the markets drop, it’s easy to feel like there's nothing you can do—but that's not the case. In this episode, Brad Connors and Mega Matt discuss how strategic Roth IRA conversions during a downturn can help set you up for greater financial freedom down the road. Learn how taking action during a market dip can turn today's losses into tomorrow's tax-free growth! 👉 What a Roth...

Why Brad Connors Rewrote Fish Don’t Clap: From Inspiration to ActionBrad Connors returns to the iWealth Podcast with Mega Matt to talk about why he rewrote his popular book Fish Don’t Clap. The original helped people rethink retirement—not as a finish line, but as the start of something meaningful. Now, the revised edition goes one step further.📘 Inside the updated version, you’ll find a new chap...

In this episode of the iWealth Podcast, Brad Connors and Mega Matt dive into a great audience question that came up during a recent live event: What exactly makes U.S. Treasury bonds so safe—and how do they compare to other bonds like those issued by companies? Brad kicks off the conversation by going back to the basics. He breaks down the difference between stocks and bonds, explaining that when...

In this inspiring episode of the iWealth Podcast, Brad Connors and Matt dive into one of the most powerful yet underrated forces in personal finance—and life: compound interest. But they’re not just talking about money. The conversation expands into how this principle applies to relationships, knowledge, giving, and the way we live our lives every day. Brad kicks off the episode by referencing the...

Are you leaving money on the table with your checking account? In this iWealth Podcast episode, Brad Connors and Matt Wiechmann discuss how to make your everyday bank account work for you. Learn about money market accounts, interest-earning strategies, and how to set up sweeps between accounts for maximum efficiency. If you’ve ever wondered how to optimize your cash flow while earning interest, th...