iWealth Podcast

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...

Worried about a market downturn? You're not alone. In this iWealth Podcast episode, Brad Connors and Matt Wiechmann share the five critical mistakes to avoid when the market takes a dip. From avoiding panic selling to staying disciplined with diversification and rebalancing, this episode is packed with actionable insights to help you navigate uncertain times. Stay informed, stay calm, and make...

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 problems rather than just chasing quick wins. 💡 Lessons on...

In today’s iWealth Podcast, Brad Connors and Mega Matt dive into a powerful update: the evolution of the iWealth Foundation and the real-world impact it's making. Learn how iWealth’s commitment to giving—donating 1% of net revenues each quarter—has grown even stronger through a partnership with the Waseca Area Foundation. From supporting local nonprofits like Bethlehem Inn to inspiring a team...

Are index funds the easy button for investing—or is there a deeper reason to work with a financial advisor? Brad Connors and Mega Matt break it down on today’s iWealth Podcast. Learn how managed accounts add value beyond simple returns by helping you ask the right questions, plan for your full financial picture, and make smarter long-term decisions. 🎯 When indexing alone works—and when it falls s...

In this episode of the iWealth Podcast, Brad Connors and Mega Matt tackle a growing question: Can AI fully replace financial advisors? They dig into why AI often delivers the "average" answer—and why being above average in your financial life requires real-world expertise, customized questions, and personal guidance. 💡 Why AI is great for the first 80%—but not the final 20% 💡 The hidde...

In this episode of the iWealth Podcast, Brad Connors and Mega Matt talk about those critical pivot moments—when life suddenly feels too much to manage alone. Whether it’s losing a loved one, going through a divorce, inheriting assets, or realizing retirement is closer than you thought, these events create financial and emotional complexity that can be overwhelming without the right guidance. 💬 Wh...

In this episode of the iWealth Podcast, Brad Connors and Mega Matt explore the real numbers behind long-term investing: gold, real estate, and stocks. They break down the historical returns, the myths about gold’s “steady value,” and why diversification is good—but discipline matters even more. 💬 How gold, real estate, and stocks have performed since 1990 💬 Why the stock market continues to outp...