iWealth Podcast

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...

In this episode of the podcast, Brad shares valuable insights on managing finances as a young couple, particularly focusing on the importance of transparency and communication in financial matters. Host Matt begins the conversation by humorously acknowledging Brad's enduring "honeymoon period" of over 27 years with his wife, setting the stage for a candid discussion on financial dynamics within re...

In this episode of the iWealth Podcast, Brad shares valuable insights on retirement planning, particularly tailored for business owners. The discussion delves into the challenges business owners face as they approach retirement and the importance of thorough planning. Brad emphasizes the lack of a one-size-fits-all approach in advising business owners due to the diverse nature of their enterprises...

In this episode of the iWealth Podcast, Brad Connors joins the discussion to shed light on the evolving landscape of financial advisory services. Host Matt initiates the conversation by expressing his uncertainty regarding the type of advisor he has. Brad clarifies that financial advisors can generally be categorized into two groups: fiduciaries and traditional brokerage advisors. Fiduciaries are...

In this episode of the iWealth Podcast, Brad Connor joins host Matt to discuss the pervasive influence of artificial intelligence (AI) across various industries. While Matt highlights AI's prominence in marketing and video production, Brad offers insights into its integration within the financial sector. Brad elucidates how AI initially manifested in finance through the emergence of Robo advis...

In this episode of the iWealth Podcast, Brad Connors discusses the ever-popular topic of Bitcoin with host Matt. Brad shares his perspective on Bitcoin's surge in popularity, reminiscing about how discussions about it have become ubiquitous in everyday conversations. Despite the widespread interest, Brad remains skeptical about Bitcoin's underlying value and its implications for taxation and gover...

In this enlightening episode of the iWealth Podcast, Brad Connors and financial advisor Shawn Pomeroy delve into the world of Roth IRAs. Discover who can contribute to Roth IRAs, the annual contribution limits, and the strategies for high-income individuals to access the benefits of Roth conversions. Whether you're just starting your retirement savings journey or looking to optimize your existing...

In this episode of the iWealth Podcast, Brad Connors and Matt discuss the importance of keeping promises and the impact it has on trustworthiness and one's word. They reflect on the value of reliability and sticking to commitments, emphasizing that your word should be as good as gold. Join the conversation and share your thoughts on keeping promises in the comments below! iWealth SUBSCRIBE Educati...