iWealth Podcast

Building generational wealth doesn’t have to be overwhelming. In this episode of the iWealth Podcast , Brad Connors shares four essential tips to help you create a solid estate plan:1️⃣ Create a will.2️⃣ Set up a trust (if needed).3️⃣ Update your beneficiary designations.4️⃣ Plan for estate taxes. Whether you’re just starting or revisiting your financial legacy, these practical steps will ensure y...

What’s an interest sweep, and how can it help you make the most of your money? In this episode of the iWealth Podcast , Brad Connors breaks down how an interest sweep works between your savings and checking accounts. Learn how to keep your cash reserves earning interest while ensuring your bills are always covered. Discover if this strategy is right for you and how to set it up with your bank.

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...

Are higher interest rates good for your money? In this episode of the iWealth Podcast , Brad Connors and Matt Wiechmann discuss how high-interest accounts can accelerate your financial growth. Learn about the benefits of compounding interest, the safety of money market accounts, and how to make the most of today’s higher rates. Whether you're saving for a rainy day or planning your next big mo...

In this episode of the iWealth Podcast , Brad Connors and Matt Wiechmann discuss a common question from investors: "Should I get out of the market?" Hear Brad’s expert advice on how to evaluate your financial goals, ignore market noise, and make decisions that align with your long-term strategy. Tune in to learn why sticking to your plan can often be the smartest move, even during market...

In this iWealth Podcast episode, Brad Connors and Matt Wiechmann explore the shift from relying on a single source of income (W-2 income) to managing multiple income streams in retirement. Learn how rental income, pensions, Social Security, and investments like Roth IRAs can transform your financial landscape. Plus, discover strategies to optimize your tax game and prepare for a well-rounded retir...

In this iWealth Podcast episode, Brad Connors and Matt Wiechmann discuss the all-too-common trap of lifestyle inflation. You’ve got a raise—does that mean it’s time to spend more? Learn how to balance your financial goals, focus on needs versus wants, and avoid letting bigger paychecks lead to bigger problems.

In this episode of the iWealth Podcast , Brad Connors and Matt Wiechmann tackle one of the biggest financial questions: Should you prioritize paying off your house or saving for retirement? They also break down how to handle credit card debt, why you should never leave free 401(k) matching money on the table, and how to strike the perfect balance between paying down debt and planning for your futu...

In this episode of the iWealth Podcast, Brad Connors and Matt Wiechmann discuss the implications of Trump’s election victory on the stock market. What industries could thrive? Should you change your investment strategy? Discover why staying focused on your long-term goals and maintaining diversification are the keys to navigating market speculation. #iWealthPodcast #TrumpWin #MarketInsights #Inves...

In this episode of the iWealth Podcast, Brad Connors, Shawn Pomeroy, and JP Eykyn discuss the vital role of estate planning and why it's crucial to review your legal documents regularly. They explore common misconceptions, like the difference between wills and beneficiaries, and the impact of probate on your assets. Whether you’re considering setting up a trust or simply updating your beneficiarie...

In this episode of the iWealth Podcast, Brad Connors is joined by the insightful and entrepreneurial Grace Wiechmann. At just 10 years old, Grace shares her strategies for earning money, running a successful lemonade stand, and learning the value of hard work. From her pricing secrets to her philosophy on providing value, Grace proves that financial wisdom can come at any age. Tune in for a heartw...

In this episode of the iWealth Podcast , Brad Connors and Matt Wiechmann dive into a comprehensive recap of the 2024 financial year and discuss expectations for 2025. From the sustained bull market to the impact of interest rates on mortgages, Brad shares insights into the trends shaping the economy. The duo also explores tax strategies, portfolio rebalancing, and maintaining a cash reserve to nav...

In this heartfelt and fun episode of the iWealth Podcast, Brad Connors sits down with Grace Wiechmann to discuss her unique approach to saving, spending, and giving as a 10-year-old entrepreneur. Grace shares how she balances earning money through lemonade stands, chores, and mowing lawns with her savings goals—like attending horse camp and dreaming of her own farm filled with goats and cows. Lear...

In this episode of the iWealth Podcast, Brad sits down with 10-year-old Grace Wiechmann to discuss creative ways kids can earn money and learn financial responsibility. From running a lemonade stand to mowing lawns and even managing employees (yes, you read that right!), Grace shares her entrepreneurial adventures and the lessons she’s learned about saving, spending, and sharing. Whether you’re a...

In this episode of the iWealth Podcast, Brad Connors dives into the often-overlooked financial steps you need to take when switching jobs. From evaluating your new benefits package to deciding what to do with your old 401(k), Brad shares practical advice to ensure your financial future stays on track. Discover why it’s crucial to be a good steward of your retirement savings and how to avoid common...

In this episode of the iWealth Podcast, Brad Connors flips the script and answers the big question: does a financial advisor actually need their own financial advisor? Spoiler alert—he does, and for good reason! Brad shares how having his own advisor helps him stay accountable, manage his finances, and provide a safety net for his family. Learn why everyone, even financial pros, benefits from an a...

In this episode of the iWealth Podcast, Brad Connors shares his number one financial tip for achieving your goals: staying on top of your savings. Learn how often you should check your accounts, why the 4% rule matters, and how to plan for a secure retirement. Brad and Mega Matt also discuss how to bridge income gaps and make smart financial adjustments over time.

In this episode of the iWealth Podcast, Brad Connors and Mega Matt dive into the pros and pitfalls of credit cards. They discuss the allure of airline miles and reward programs, share tips on using credit cards responsibly, and explain why debt can quickly become a financial trap. Whether you're just starting out or reevaluating your financial habits, this episode offers practical advice to keep y...

Join Brad Connors and Mega Matt as they uncover the power of compound interest—dubbed the 8th Wonder of the World by none other than Albert Einstein. They share relatable stories, from the high school student who starts saving early to the client reaping massive returns in retirement. Discover why starting early and staying consistent with savings can make all the difference in your financial futu...

In this thought-provoking episode of the iWealth Podcast, Brad Connors and Mega Matt explore the intersection of faith and finances. Using the Parable of the Talents as a starting point, they discuss whether Jesus advocated for saving, the importance of being a good steward, and how generosity can transform your relationship with money. Learn how to avoid holding on too tightly and open your hand...

In this episode of the iWealth Podcast, Brad Connors and Mega Matt discuss the transformative power of having a written financial plan. Did you know that 77% of people with a written financial plan are more likely to achieve their goals? Whether it's planning for retirement, funding a dream vacation, or setting new priorities as life changes, writing it down can make all the difference. Learn how...

In this heartfelt episode of the iWealth Podcast, Brad Connors and Mega Matt dive into a powerful conversation sparked by a client's poignant comment: "It’s just black ink on white paper." What does it mean when our financial statements hold numbers but lack meaning? Brad shares insights on balancing the importance of saving and planning with creating meaningful experiences and cherishing moments...

In this episode of the iWealth Podcast, Brad Connors, Shawn Pomeroy, and JP Eykyn discuss the topic of early retirement and what it really takes to achieve it. From the importance of saving early and avoiding debt to understanding the implications of early withdrawals and taxes, they provide practical advice for those considering an early exit from the workforce. They also explore why some people...

In this episode of the iWealth Podcast, Brad Connors, Shawn Pomeroy, and JP Eykyn use a fun pizza analogy to explain the concept of rebalancing your investment portfolio. They discuss why it's essential to periodically rebalance, how it works in practice, and the common mistakes investors make when they let their portfolios become too heavily weighted in one area. Whether you're new to investing o...

In this episode of the iWealth Podcast, Brad Connors, Shawn Pomeroy, and JP Eykyn discuss the importance of tax planning for both income and estate taxes. They dive into why financial advisors ask for tax returns, how they use software to analyze and optimize future tax strategies, and the critical role these insights play in planning for retirement. The team also covers the often-overlooked aspec...