iWealth Podcast

If you could retire from work today, what would you do with your time? Would you travel, spend more time with your families, volunteer or pursue a favorite hobby? Well, what if I told you that you could do all of those things -NOW- and still have money to plan comfortably for the future you desire? Yes, that’s actually possible. Shawn explains in today's podcast. iWealth SUBSCRIBE Education is fir...

It's an exciting time at iWealth. We are happy to have extra team members serving our clients well. Brad shares his excitement for the  iWealth Team. 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...

Buying a new home could be a great way to start your golden years, bu t  there are some considerations to think through first.    If you're buying a new house for retirement, it's important to consider certain factors. This purchase may call for even more careful consideration than your first home because your house for retirement will need to potentially meet your changing nee...

High-interest rates can be hard to swallow. But does that mean you shouldn’t buy a house? Is there ever a time when a 30-year mortgage is better than a 15-year mortgage?   On a $300,000 mortgage, the interest savings (with a 15-year mortgage)  are $127,000 over the life of the loan. Yes, you read that right. You can save a staggering amount of money simply by going with a 15-year  f...

Teach your kids how to save money early. Discover helpful tips about how to teach kids budgeting skills.   If you want to be good at something, it’s important to start learning early. The same goes for money and budgeting. Children might not be that interested in budgets, but the valuable lessons are worth it. These tips can help you teach kids budgeting. iWealth SUBSCRIBE Education is first!...

Watching the stock market swing up and down is unnerving for most investors.  The fear of incurring major losses could make it tempting to sell your investments. Yet while this may temporarily calm your nerves, doing so could put a significant dent in your long-term finances.  Here are some tips to help you stay calm. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on...

A financial advisor is worth the money if you are uncertain about how to manage your money, invest for your future, and take care of your family. Expert financial advice may be needed at various turning points in your life: when you have a child, get a promotion, or come into an inheritance. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions...

Because timing the market perfectly is nearly impossible, the best strategy for most of us is not to try to market-time at all. Instead, make a plan and invest as soon as possible. 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...

Most retirement experts recommend you contribute 10% to 15% of your income toward your 401(k) each year. "You might need more." Brad discusses additional saving buckets that are helpful in planning for your retirement.   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, bu...

What is a virtual family office? A Virtual Family Office (“VFO”) consists of a team of professionals who, rather than operate in silos, collaborate to create a seamless and holistic wealth management experience facilitated through a well-defined structure and process.

Matt calls Brad the "travel agent of retirement." Most families spend more time planning their upcoming vacation each year than their retirement. Brad encourages viewers to be intentional each year in planning for the longest vacation of their life: retirement. In this video, Brad gives tips on how to make sure retirement is a well-planned vacation. Education is first! At iWealth we pride ourselve...

Brad shares the story of his early bad habits and how his view of money has changed since he was 21. He also shares good habits that have positively impacted his family and clients. If you are stuck in bad money habits, give your financial advisor a call for help today. Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to...

FDC - Plan on Purpose is a tool that iWealth created to help its clients. Only 36% of iWealth clients have currently addressed their plan for long-term care. A thoughtful long-term care plan is about balance—weighing what you can afford, the kind of care you expect, and the risks you might face. Made carefully, it's a decision that may help give you peace of mind for your retirement.   Who do...

Most American live paycheck to paycheck, and the "Buy now- pay later" mentality isn't helping that trend go away. In today's podcast, Brad and Matt discuss the peace that comes with having the patience to buy the boat when you have the cash. 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 h...

How often should you check your investments?  Research shows that the more frequently investors monitor their portfolio, the riskier they perceive investing. When investors constantly check their investments, they become more sensitive to losses than to gains. Are you looking at your investments too often or not often enough?     Securities offered through LPL Financial, Member...

Today Brad Connors of iWealth talks about 1031 Exchanges.   A 1031 exchange gets its name from Section 1031 of the U.S. Internal  Revenue Code, which allows you to avoid paying capital gains taxes when you sell an investment property and reinvest the proceeds from the sale within certain time limits in a property or properties of like kind and equal or greater value. iWealth SUBSCRI...

Do you have financial wisdom?  Brad Connors of iWealth talks today about wise investments. Our experience has taught us that successful investing requires patience, discipline and the ability to control one’s emotions. Here are some of the best investment minds in history offering insights on timeless wealth-building principles.    Be Patient and Think Long-Term   &nb...

Secret money? Debt can be very difficult to talk about, especially with  those closest to you. Thousands of people are dealing with their debt  alone, and have no one to talk to about it. This can make debt an even  bigger burden to carry. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how t...

Business owners often ask, "How can I save on taxes?" Today, Brad Connors of iWealth discusses 401K and what the government is doing to help businesses.  A self-employed 401(k)—also called a solo-401(k) or an individual  401(k)—is a special savings option for small-business owners who don't have any employees (apart from a spouse). That makes these accounts a  good fit for sole prop...

Brad Connors of iWealth discusses bonds.  U.S. savings bonds have been used by generations of everyday Americans  to generate a stable, low-risk return on investment for cash savings.  Depending on the type of savings bond and the available interest rates  when the bond is purchased, savings bonds may provide a better yield  than a bank savings account, if you’re willing t...

Brad and Matt chat about 2022 Quarter 2.   Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide...

Cryptocurrency? Brad Connors of iWealth, talks with Matt about cryptocurrency.  Is cryptocurrency a good investment? Investing in crypto assets is risky but also potentially extremely profitable. What should you understand before investing? 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 mo...

What different investment options open up when you have more than a  million dollars? Brad  Connors of iWealth, talks with Matt about boutique firms. A boutique firm is a small financial firm offering specialized and personalized investment management, banking, or niche financial services. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart de...

What you need to know about investing in individual stocks. Brad  Connors of iWealth, talks with Matt about individual stocks. Should you invest your retirement in individual stocks? Are you looking to invest in a specific company? iWealth Education is first! At iWealth, we pride ourselves on helping people make smart decisions regarding money. You know how to make money, but do you know how...

Brad Connors of iWealth sits down with JP and looks back on his path to iWealth. When it comes to finances, Robinhood and Acorn only go so far. Learn what it takes to have a well-rounded financial future.  Securities offered through LPL Financial, Member FINRA / SIPC . Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Man...