iWealth Podcast

In this episode of the iWealth Podcast, Brad Connors discusses the importance of having a forward-looking mindset and finding things to look forward to in life. Discover how this mindset can help you stay motivated, positive, and overcome challenges, whether in your career, personal life, or retirement planning. Join the conversation and start embracing a brighter future today! iWealth SUBSCRIBE E...

Welcome back to the iWealth Podcast! In this episode, Brad and his guest dive into a discussion about the second quarter of 2024, providing insights into recent market trends and upcoming client updates. Reflecting on the previous quarter, Brad highlights the impressive performance of the market, attributing it to the strong economic conditions. He discusses the shift in market dynamics, noting th...

Join Brad Connors and Mega Matt in this episode of the iWealth Podcast as they delve into the ebb and flow of life. Brad shares his recent perspective shift with "It Is Written," emphasizing that one's path may already be determined, so why worry about the future? Discover how embracing life's ups and downs, having something to look forward to, and accepting that happiness isn't constant can lead...

Join Brad Connors on the iWealth Podcast as he discusses the Federal Reserve, interest rates, and their impact on investments. Gain insights into the recent changes in interest rates and how they affect the real estate market and borrowing. Brad shares valuable perspectives on managing your finances in a changing economic landscape. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselv...

Join Brad Connors on the iWealth Podcast as he discusses the importance of emergency funds. Brad emphasizes that the size of your emergency fund depends on your life situation, and it's crucial to have one. Learn how to balance paying off debt and saving for emergencies, and discover investment options to make your emergency fund work harder for you. iWealth SUBSCRIBE Education is first! At iWealt...

Join Brad Connors on the iWealth Podcast as he discusses the importance of insurance. Brad emphasizes that insurance should protect what you can't replace and shares insights on various insurance types, including life, health, car, and long-term care insurance. Learn how to optimize your insurance policies and why regular policy audits are essential. iWealth SUBSCRIBE Education is first! At iWealt...

Join Brad Connors on the iWealth Podcast as he discusses important financial considerations for couples getting married. Brad emphasizes the value of honesty, communication, and financial transparency in building a strong financial foundation for your marriage. Learn how to manage your finances as a team and get practical advice for starting your financial journey together. iWealth SUBSCRIBE Educa...

In this episode of the iWealth Podcast, Brad Connors discusses the importance of insurance audits and how often you should review your insurance policies. Discover why regular check-ups with your insurance agent are essential to ensure your coverage aligns with your changing life circumstances. Don't miss this insightful discussion on optimizing your insurance protection. iWealth SUBSCRIBE Educati...

Join Brad Connors from iWealth in this episode of the iWealth Podcast as he discusses essential guiding principles for managing money. Discover how to make smart decisions about borrowing money and investing, and learn why being intentional with your finances is crucial. Brad and Matt's insights will help you navigate the world of personal finance effectively. iWealth SUBSCRIBE Education is first!...

In this iWealth Podcast episode, Brad Connors and Shawn Pomeroy, prominent speakers and key members of the iWealth team, discuss iWealth's core values, emphasizing the importance of taking care of people and giving back to the community. Shawn shares his remarkable goal of serving others by dedicating 1000 hours of volunteer service in a year, and Brad joins the conversation to highlight the impac...

Join the iWealth Podcast as Brad Connors and financial advisor Shawn Pomeroy dive into the changes brought by the Secure Act 2.0. Discover how 529 plans can now be converted into Roth IRAs, offering flexibility and potential tax benefits. Learn how this impacts college savings and opens up new avenues for financial planning. Don't miss out on this informative discussion that could transform your a...

In this enlightening episode of the iWealth Podcast, Brad Connors and Shawn Pomeroy discuss the importance of holistic financial planning. They touch on topics such as beneficiaries, wills, healthcare directives, and the significance of caring advisors. Learn why having a comprehensive financial plan is essential to navigate life's unexpected moments. iWealth SUBSCRIBE Education is first! At iWeal...

iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth provides practical thinking tools and structures which will help you achieve your biggest goals and enjoy an unparalleled quality of life. Hello, everyone...

Hello, everyone! Brad Connors here, and today we have some exciting news to share with you. As you know, we've been working closely with Gary Guentzel and his incredible team at EFS. Over the past six months, we've been busy merging EFS into the iWealth family. It's been a fantastic journey, and we're thrilled to let you in on the details. Gary and Kim have been serving their clien...

In this episode of the iWealth Podcast, Brad Connors and Shawn Pomeroy, both investment advisors at iWealth in Waseca, Minnesota, delve into the positive developments of 2023 and discuss the market's performance at the end of the year. They touch upon various topics, including the FED's actions, stock valuations, and the importance of diversification in portfolios. Join them for valuable insights...

Welcome back to the iWealth Podcast! In this episode, Brad is joined by Gary Guentzel, a seasoned advisor at iWealth, with over 40 years of experience. They delve into the topic of variable annuities, shedding light on their benefits and addressing common misconceptions. Gary explains how variable annuities can be a valuable financial tool when used in the right situations, providing death benefit...

Welcome back to the iWealth Podcast! In this episode, Brad sits down with Gary Guentzel, a seasoned financial expert with over 40 years of experience. They discuss the unique approach of their firm and the importance of holistic financial planning. Gary explains how they act as the quarterback, coordinating with legal and tax professionals to ensure clients have a comprehensive and organized plan...

Welcome back to the iWealth Podcast! In this episode, Brad sits down with Gary Guentzel at our Mankato office to answer a significant question: Why choose Gary and iWealth for your retirement plan? They discuss the unique approach iWealth takes when working with clients, focusing on getting to know them personally and understanding their goals. Gary also sheds light on the importance of family mee...

Welcome back to the iWealth Podcast! In this episode, Brad Connor and Matt discuss the significance of life insurance in financial planning. They cover various aspects of life insurance, including its tax efficiency, its role in replacing income, and its use in estate planning. Brad shares practical examples of how life insurance can be utilized to ensure financial security for loved ones and crea...

In this episode of the iWealth Podcast, Brad is joined by his wife Trudi to discuss the iWealth Holiday Food Drive. They share the origin of the drive, which started as a way to give back during the holiday season, and how it has grown over the years. Trudi talks about her favorite part of the process: packing the food bags with the help of high school students and the Boy Scouts. Brad explains th...

Welcome back to the iWealth Podcast! In this episode, Brad and Matt discuss the concept of financial planning as a puzzle. They break down the puzzle into key components, such as risk, retirement, legacy, and personal goals. Brad emphasizes the importance of addressing each piece to create a complete and fulfilling financial picture. Tune in to gain insights on managing your financial puzzle and a...

Welcome back to the iWealth Podcast! In this episode, Brad introduces a fascinating concept called the "birthday annuity." Imagine receiving a birthday card with cash from a deceased loved one every year for the rest of your life. Brad explains how this financial arrangement works, its benefits, and how it allows you to leave a meaningful legacy for your descendants. Discover the heartwarming and...

Welcome back to the IWealth Podcast! In this episode, Brad Connor and Matt discuss the importance of aligning your investment strategy with your financial goals. They emphasize the need to prioritize your goals and fund them appropriately rather than solely chasing high returns. Brad shares a personal story about the consequences of not funding a goal properly and offers insights into how IWealth...

Welcome back to the iWealth Podcast! In this episode, Brad Connor and Matt discuss the significance of life insurance in financial planning. They cover various aspects of life insurance, including its tax efficiency, its role in replacing income, and its use in estate planning. Brad shares practical examples of how life insurance can be utilized to ensure financial security for loved ones and crea...

In this episode of the iWealth Podcast, Brad is joined by his wife Trudi to discuss the iWealth Foundation and its impact on the community. They talk about the origins of the foundation and its mission to give back to the community, especially in supporting local students pursuing business-related careers. Brad and Trudi also share their recent partnership with the Waseca Area Foundation, which al...