iWealth Podcast

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...

Are you chasing quick wins—or building something that lasts? In today’s iWealth Podcast, Brad Connors and Mega Matt have a fun (but deep) conversation about the difference between focusing on short-term flash and long-term substance—both in life and in investing. 💬 Why long-term goals beat short-term gains 💬 The danger of chasing “pretty” investments without real fundamentals 💬 How sacrifice to...

In this episode of the iWealth Podcast , Brad Connors and Mega Matt dive into iWealth’s signature client journey— the iPath . Designed to simplify the complex world of financial planning, the iPath is an eight-step process that helps individuals and families align their money with their most important goals. Brad explains that the iPath was created out of necessity. Clients often ask, “What do you...

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,"...

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 bus...

In this episode of the iWealth Podcast , Brad Connors and Matt dig into one of the most common financial questions people face: “I have some extra cash—what should I do with it?” Whether it’s an inheritance, a recent business sale, or savings you’ve built up, knowing when and how to invest that money can feel overwhelming. Brad shares insights from years of working with individuals in this exact p...

In this episode of the iWealth Podcast , Brad Connors shares a fascinating analogy between trees and investments. Just as trees grow stronger with wind, your portfolio becomes more resilient through market volatility. Learn how to embrace the ups and downs of the market, leverage an "opportunity bucket," and use dollar-cost averaging to take advantage of lower prices during downturns. Discover how...

In this episode of the iWealth Podcast , Brad Connors and "Mega" Matt flip the script by diving into a real-world question posed by a newlywed couple: Should we travel now or wait until we’re closer to retirement? It’s a classic debate—do you hustle and grind while you're young, saving every penny for the future? Or should you take time now to create experiences and make memories, even if it means...

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,...

In this episode of the iWealth Podcast , Brad Connors introduces an innovative and highly personalized offering called the Family Guided Office —a concierge-style network of trusted professionals curated over the past 15 years to help entrepreneurial families and high-capacity individuals navigate life's unique challenges. It all started when Matt got a call from a friend looking to bring on a...

In this episode of the iWealth Podcast, Brad Connors sits down to share how he and his team help clients simplify the overwhelming world of personal finances, business ownership, and estate planning through a proprietary system they call the Lifetime Plan Score. Whether you're a busy professional, a family juggling competing priorities, or a successful business owner with multiple entities to mana...

In this episode of the iWealth Podcast , Brad Connors and Matt dive into the story behind Brad’s book, Fish Don’t Clap , and explore what makes it such a powerful tool—not just for clients, but for financial advisors, too. Brad opens up about his inspiration for writing the book, emphasizing that it’s not a self-congratulatory memoir or an ego-driven project. In fact, Fish Don’t Clap is all about...

In this episode of the iWealth Podcast, Brad Connors and Mega Matt dive into the long-term fallout of the GameStop frenzy—and the timeless investing lessons it revealed. They break down why emotions lead to bad decisions, how easy it is to get OUT of the market (and why it’s much harder to know when to get back IN), and why calm, steady strategy wins every time. 💬 The good and bad of the GameStop...

In this episode of the iWealth Podcast , Brad Connors shares a behind-the-scenes look at how he describes what he does when someone randomly asks him on the street, “So, what do you do?” Rather than using the common title "financial advisor," Brad introduces a more meaningful term: fiduciary financial quarterback. What exactly does that mean? Brad breaks it down with a relatable analogy—...

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...

In this episode of the iWealth Podcast , Brad Connors chats with Kristin Gunsolus from Jones Law to break down the fears and misconceptions about estate planning. They discuss the importance of sitting down with an attorney, common mistakes people make (like DIY planning), and how proper planning can provide peace of mind for your future. If you’ve been putting off estate planning because it feels...

In this iWealth Podcast episode, host Brad Connors chats with Kristin Gunsolus from Jones Law about the importance of estate planning and the mistakes to avoid. They discuss why everyone, regardless of wealth, needs a plan, the pitfalls of DIY estate planning, and how tools like wills and trusts can protect your family. If you’ve been putting off estate planning, this conversation is a must-watch...

In this episode of the iWealth Podcast , Brad Connors sits down with Kristin Gunsolus from Jones Law to discuss her journey from small-town roots in Janesville to becoming an expert in estate planning. Kristin shares her unique career path, the importance of focusing on estate planning and corporate law, and how her financial advising background shapes her approach. Discover why having a focused l...

In this episode of the iWealth Podcast , Brad Connors and Matt Wiechmann explore the complexities of gifting large sums of money to adult children. While it may seem like a blessing, it can quickly become a source of stress for the recipient. Brad shares real-world insights on coaching young adults to manage newfound wealth responsibly, the importance of early mentorship, and why gifting during yo...