iWealth Podcast

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...

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 JP Eykyn discuss a surprising statistic—54% of Millennials believe they received bad advice when handling an inheritance. They explore why this happens, from the complexities of tax consequences to the lack of professional guidance. Whether you're a Millennial, Gen Z, or Gen X, JP and Brad emphasize the importance of seeking trusted advice w...

In this episode of the iWealth Podcast, Brad Connors, Shawn Pomeroy, and JP Eykyn discuss an insightful analogy between investing and maintaining good health. Just like a balanced lifestyle improves your odds of staying healthy, disciplined financial habits can increase the chances of long-term success. The team dives into how regular financial checkups, adjusting strategies, and planning for the...

In this episode of the iWealth Podcast, CEO Brad Connors introduces JP Eykyn, one of iWealth’s dedicated financial advisors. JP shares his journey from growing up in Wausau, his passion for sports, and the hard work ethic he developed through his early years, including playing Junior Hockey and balancing multiple jobs. He also reflects on his transition into the financial advisory field, his dedic...

In this episode of the iWealth Podcast, Brad Connors sits down with Shawn Pomeroy and JP Eykyn to discuss the unique approach and team dynamics that set iWealth apart. They dive into how their collaborative environment and shared values ensure that clients receive personalized, goal-oriented financial planning. With advanced tools and consistent processes, the iWealth team provides continuity and...

In this episode of the iWealth Podcast, JP  and Brad explore the psychological challenges retirees face when transitioning from a steady paycheck to relying on their investments. They discuss common concerns, such as the fear of outliving one's savings and the emotional adjustment of not receiving a regular income. Tune in to learn strategies for navigating this shift and to understand how financi...

In this heartwarming episode of the iWealth Podcast, Brad and his wife, Trudi, discuss the iWealth Holiday Food Baskets initiative, now in its 14th year. They share the inspiration behind the program, how it has grown over the years, and the incredible impact it has had on the community. From packing Christmas meals to supporting the local backpack program for children in need, the iWealth team an...

In this episode of the iWealth Podcast, Brad Connor sits down with Sean Pomeroy and JP Eykyn to recap Q3 2024 and share insights as we move into the final quarter of the year. They discuss the state of the markets, the impact of interest rates, and the potential effects of the upcoming election. With a focus on providing clients with actionable advice, the team dives into investment strategies, th...

In this episode of the iWealth Podcast, Brad Connors shares insights on managing rash financial decisions, whether it's impulsively investing in stocks, purchasing a rental property, or succumbing to the allure of a timeshare. Brad emphasizes the importance of taking time to make sound financial decisions, drawing parallels to the caution exercised in personal relationships like marriage. He d...

In this episode of the iWealth Podcast, Brad Connors discusses the delicate balance between saving for your children's college education and planning for your own retirement. Brad emphasizes the importance of putting your own financial security first, drawing parallels to the airplane oxygen mask analogy: "You have to make sure that your retirement plan is secure before you're giving...

Join Matt and Brad on the iWealth Podcast as they discuss the overwhelming world of financial tools and the ones that stand out at iWealth. In this engaging conversation, Brad shares his top three favorite tools that provide confidence and clarity to both advisors and clients. From the revolutionary document-sharing and budgeting tool "iTrack" to the risk assessment platform "Nitrogen" (formerly k...

Join Matt and Brad on the iWealth Podcast as they discuss the overwhelming world of financial tools and the ones that stand out in their practice. In this engaging conversation, Brad shares his top three favorite tools that provide confidence and clarity to both advisors and clients. From the revolutionary document-sharing and budgeting tool "iTrack" to the risk assessment platform &quot...

Join Brad Connors, owner and wealth manager at iWealth, in a riveting discussion on the top three financial tools essential for navigating the complexities of financial planning. In this episode of the iWealth Podcast, Brad shares insights into budgeting tools, risk assessment platforms, and comprehensive financial organizers. Discover how these tools empower individuals to manage their finances e...

Join Mr. Brad Connors, owner and wealth manager at iWealth, as he discusses the distinction between wealth managers and stock brokers. In this enlightening episode of the iWealth Podcast, Brad explains the evolution from traditional stock brokers to modern-day wealth managers, emphasizing the role of wealth managers in holistic financial management. Discover the significance of having a dedicated...

Join Mr. Brad Connors, owner and wealth manager at iWealth, as he discusses the distinction between wealth managers and stock brokers. In this enlightening episode of the iWealth Podcast, Brad explains the evolution from traditional stock brokers to modern-day wealth managers, emphasizing the role of wealth managers in holistic financial management. Discover the significance of having a dedicated...

In this episode of the iWealth Podcast, join Mr. Brad Connors, owner of iWealth, as he delves into the world of financial advising. With a focus on the big picture and a 20,000-foot overview, Brad discusses the age-old question: who should you trust for financial advice? Brad explores the distinction between human and robo-advisors, highlighting the importance of personalized financial planning ve...

In this episode, Brad Connors sheds light on the different types of financial advisers, likening them to flavors of ice cream—commissions and fees. Host Matt engages Brad in a conversation about the pros and cons of each type, prompting Brad to share insights based on his experience as a financial adviser. Brad explains that commission-based advisers charge a one-time fee, typically a percentage o...

In this episode of the iWealth Podcast, Brad Connors shares crucial insights on cybersecurity in financial management. Host Matt starts the conversation by highlighting the alarming reality that individuals are just two passwords away from accessing someone's bank account, emphasizing the gravity of protecting one's financial assets in an increasingly digital world. Brad underscores the im...