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 support, even when an advisor is unavailable. Whether you're a client or a financial advisor considering a career move, learn why the iWealth ecosystem is designed for success and client satisfaction.#iWealthPodcast #Teamwork #FinancialAdvisors #ClientFirst #FinancialPlanning #InvestmentAdvice #iWealthTeam #WealthManagement

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 financial planning can help retirees find peace of mind in this new chapter of life.

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 and the broader community come together to make a difference. Learn how you can get involved and help spread holiday cheer this season! #HolidayGiving #iWealthPodcast #CommunityImpact #FoodDrive #BackpackProgram #ChristmasCharity #SpreadCheer #CommunitySupport

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, the importance of aligning portfolios with goals, and how to navigate volatility as we approach year-end. Whether you’re curious about the housing market, stock performance, or what’s next for the economy, this episode offers valuable guidance for investors.

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 discusses the significance of discernment and careful consideration before committing to significant financial undertakings, urging listeners to avoid impulsive actions fueled by emotion or external pressures. Tune in to learn how to navigate the temptation of immediate gratification and make informed, prudent financial choices for long-term success.

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 lump sums of money to your kids." While supporting your children's education is important, Brad highlights the need to maintain a focus on your long-term financial well-being. Tune in to learn how to navigate this common dilemma and find the right balance for your family's financial future.

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 known as Riskalyze), and the comprehensive planning organizer "FDC Plan on Purpose," these tools empower advisors to streamline financial planning and provide clients with a roadmap to success. Discover how technology enhances accountability and transforms the way advisors navigate the complex world of finance. Tune in now and gain valuable insights into the tools that can revolutionize your practice!

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 effectively, from day-to-day budgeting to long-term investment planning. Whether you're a seasoned investor or just starting your financial journey, this podcast provides valuable guidance to help you achieve your financial goals. Tune in now and unlock the secrets to financial success!

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 wealth manager who acts as a quarterback for your financial team, helping you make informed decisions and organize your financial life. Whether you're considering working with a wealth manager or a stock broker, this podcast provides valuable insights to help you navigate the world of financial advising. Tune in to learn more and make empowered choices for your financial future.

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 versus automated investment strategies. Whether you're considering sticking with a trusted human advisor or venturing into the realm of AI-driven robo advisors, this episode provides valuable insights to help you make informed decisions about your financial future. Tune in to learn more about the role of advisors in setting goals, managing risks, and navigating the complexities of financial planning.

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 of the invested amount, such as 5% for a $100,000 investment. Once the commission is paid, the adviser's work is considered complete. On the other hand, fee-based advisers charge ongoing fees for their services, ensuring continuous support and value delivery to clients. When asked about his own approach, Brad reveals that he operates primarily as a fee-based adviser, emphasizing the importance of providing ongoing value to clients. He advocates for a client-centric approach, where advisers are compensated based on the value they deliver rather than one-time transactions. The discussion highlights the importance of aligning the adviser's compensation structure with the client's long-term financial goals. Brad emphasizes that clients should have the autonomy to choose the type of adviser that best suits their preferences and financial needs. In conclusion, Brad encourages listeners to evaluate their current financial adviser relationship and consider whether it aligns with their goals and preferences. He invites viewers to share their experiences and preferences in the comments section, fostering an interactive dialogue around financial adviser selection. Join Brad and Matt as they explore the nuances of commission-based and fee-based financial advisers, offering valuable insights to empower individuals in making informed decisions about their financial future.

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 importance of cybersecurity, drawing attention to recent incidents where clients fell victim to cybercrimes, resulting in substantial financial losses. He discusses the evolving threat landscape, noting the intersection of cyber threats and artificial intelligence, which poses new challenges for safeguarding sensitive financial information. Reflecting on practical measures to enhance cybersecurity, Brad outlines proactive steps his firm has taken to mitigate risks, including implementing stringent authentication protocols for high-value transactions. He emphasizes the significance of in-person meetings and physical signatures in verifying sensitive financial transactions, highlighting the value of personal interaction in fostering trust and accountability. Furthermore, Brad discusses the role of regulatory bodies and broker-dealers in monitoring and identifying potential security threats, citing examples of proactive measures adopted by reputable financial institutions to safeguard client assets. Throughout the conversation, Brad underscores the importance of vigilance and caution in financial transactions, urging listeners to remain vigilant against phishing attempts and fraudulent activities. He encourages individuals to prioritize cybersecurity awareness and adopt robust security practices to protect their financial well-being. In conclusion, Brad emphasizes the need for ongoing vigilance and collaboration in combating cyber threats, emphasizing the role of both financial institutions and individuals in safeguarding against potential risks. He reaffirms his commitment to ensuring the security and integrity of his clients' financial assets, emphasizing the importance of trust and transparency in financial management. Join Brad and Matt as they delve into the complexities of cybersecurity in financial management, offering valuable insights and practical tips for safeguarding against cyber threats in an increasingly digital landscape.

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 relationships. Brad underscores the significance of understanding each partner's financial upbringing and biases, acknowledging the potential challenges that arise when couples with divergent financial philosophies come together. Drawing from his extensive experience as a financial advisor, Brad emphasizes the need for open dialogue and joint decision-making regarding finances. Addressing common pitfalls, Brad challenges the notion of segregating finances into "his" and "hers" accounts, advocating instead for a shared approach to managing finances. He shares personal anecdotes and reflections on his own financial journey, acknowledging past mistakes and highlighting the importance of learning from experience. Throughout the conversation, Brad stresses the importance of honesty and transparency in financial matters, urging couples to confront any hidden biases or debts. He encourages couples to have open conversations about their financial goals, priorities, and spending habits, fostering a sense of shared responsibility and accountability. With practical advice and personal anecdotes, Brad offers listeners valuable guidance on navigating the complexities of financial management as a young couple. From budgeting to debt management, Brad's insights provide a roadmap for building a solid financial foundation and fostering a healthy relationship dynamic. The episode concludes with a reminder of the importance of ongoing communication and collaboration in managing finances as a couple. Brad's candid insights and relatable anecdotes leave listeners with valuable takeaways for strengthening their financial partnership and laying the groundwork for a successful future together. Join Brad and Matt as they delve into the nuances of financial management for young couples, offering practical advice and personal reflections to help listeners navigate this important aspect of their relationship journey.

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. He highlights the critical need for proactive planning, noting that many business owners become so engrossed in day-to-day operations that they neglect to plan for their retirement years. Brad identifies common pitfalls, such as inadequate legal documents, succession planning, and financial preparation, which can significantly impact a business owner's transition into retirement. Drawing from his entrepreneurial experience and expertise as a financial advisor, Brad underscores the importance of strategic planning and envisioning retirement as a multifaceted journey. He shares anecdotes and insights from client interactions, highlighting the emotional, personal, and financial considerations that business owners must navigate as they contemplate retirement. The conversation delves into the misconceptions surrounding retirement, including the allure of idyllic visions like "sitting on the beach." Brad cautions against the pitfalls of abrupt retirement and underscores the importance of purposeful planning to ensure a fulfilling post-retirement lifestyle. Listeners gain practical advice and actionable strategies for retirement planning, including the need for financial preparedness, emotional readiness, and defining post-retirement goals. Brad's insights shed light on the complexities of retirement planning for business owners and underscore the value of seeking professional guidance to navigate this transition successfully. The episode concludes with gratitude for Brad's contributions, including his book "Fish Don't Clap," which offers valuable insights into retirement planning and life beyond business ownership. Matt expresses appreciation for Brad's expertise and looks forward to future discussions on the iWealth Podcast. Join Brad and Matt as they explore the intricacies of retirement planning for business owners, offering invaluable guidance and inspiration for listeners embarking on this transformative journey.

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 advisors who operate on a fee-based model, focusing on managing clients' money without relying on commissions. On the other hand, traditional brokerage advisors often work on commissions and may offer insurance products alongside investment services. However, Brad emphasizes a broader perspective when envisioning the role of advisors in the future, particularly looking ahead to 2030. Brad introduces a visionary outlook for advisors in 2030, emphasizing the need for a transformative shift in their approach. He envisions advisors who prioritize deep, meaningful conversations with clients about their hopes, dreams, and goals. Rather than solely focusing on investment strategies or fee structures, these advisors aim to become trusted partners who help clients navigate life's complexities and solve financial challenges. The conversation underscores the importance of ongoing financial planning and personalized advice tailored to each client's unique circumstances. Brad advocates for advisors who actively engage with clients, asking probing questions and listening attentively to uncover their aspirations and concerns. As Matt and Brad delve deeper into the topic, they highlight the critical role of human insight and empathy in financial advisory services. While technology, including AI, can augment the advisory process, it cannot replace the nuanced understanding and personalized guidance that human advisors provide. Listeners gain valuable insights into the future direction of financial advisory services and the importance of client-centric approaches. Whether you're a client seeking financial guidance or an advisor looking to enhance your practice, this episode offers practical wisdom and thought-provoking perspectives on the evolving role of financial advisors. Join Brad and Matt as they explore the future of financial advisory services, envisioning a landscape where empathy, expertise, and innovation converge to empower clients and advisors alike.

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 advisors, automated investment platforms designed to manage portfolios based on predetermined algorithms. Despite the convenience of Robo advisors for certain investors, Brad emphasizes the enduring value of human financial advisors in navigating complex financial landscapes, particularly as clients' needs evolve over time. The conversation delves into the nuanced role of AI in financial planning, highlighting its potential to augment rather than replace human expertise. Brad underscores the importance of context and experience in guiding AI-driven decisions, advocating for a symbiotic relationship between technology and human insight. Both hosts acknowledge the transformative potential of AI across industries, from enhancing productivity to revolutionizing consumer experiences. However, they caution against over-reliance on AI without the complementary guidance of experienced professionals. Listeners interested in understanding AI's evolving role in finance and beyond will find this episode insightful and thought-provoking. Whether you're a business owner exploring AI applications or an investor navigating financial decisions, tune in to gain valuable perspectives on harnessing the power of AI responsibly and effectively. Join Brad and Matt as they navigate the intersection of AI and finance, offering practical insights and forward-thinking strategies for leveraging technology in today's rapidly evolving world.

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 government oversight. The conversation delves into the mechanics of Bitcoin, including its basis as a decentralized currency and the emergence of Bitcoin ETFs (Exchange-Traded Funds). Brad expresses concerns about the lack of tangible assets backing Bitcoin, contrasting it with traditional currencies like gold or dollars. He highlights the potential risks associated with Bitcoin, such as heightened scrutiny from tax authorities and the volatile nature of its value. Matt shares similar reservations, emphasizing the importance of caution when considering Bitcoin investments, particularly due to its association with potential audits and regulatory challenges. Despite the uncertainty surrounding Bitcoin, both hosts acknowledge the enduring significance of blockchain technology and its potential applications beyond cryptocurrency. Listeners seeking insights into the Bitcoin phenomenon will find this episode informative and thought-provoking. Whether you're a seasoned investor or simply curious about the intricacies of digital currency, tune in to gain valuable perspectives on navigating the Bitcoin landscape.

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 portfolio, this episode offers valuable insights into making the most of Roth IRAs. 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors ►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. . Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap... Business Mission Statement · iWealth was created to help you manage risk while you invest wisely and live well. · We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. · We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. · We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email [email protected]

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 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors ►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. . Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap... Business Mission Statement · iWealth was created to help you manage risk while you invest wisely and live well. · We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. · We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. · We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email [email protected]

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 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors ►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. . Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap... Business Mission Statement · iWealth was created to help you manage risk while you invest wisely and live well. · We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. · We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. · We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email [email protected]

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 the transition from growth stocks to value stocks and the emergence of new market leaders. Brad also shares insights from economic indicators, emphasizing the positive trend observed in various sectors. Addressing client concerns, Brad offers valuable advice on investment strategies amidst market fluctuations. He emphasizes the importance of diversification and the significance of staying focused on long-term goals, despite short-term market volatility. Furthermore, Brad provides updates on the transition to the iWealth Financial RIA registered investment advisory firm. He assures clients that while administrative changes may occur, their accounts, taxes, and fees will remain unchanged. Brad encourages clients to reach out with any questions or concerns, emphasizing the team's commitment to providing exceptional service. In closing, Brad expresses optimism about the future and looks forward to navigating the evolving market landscape alongside clients. He invites listeners to stay tuned for future episodes as they continue to explore market insights and client updates. Tune in to gain valuable insights into navigating the ever-changing financial landscape and stay informed about the latest developments at iWealth. Thank you for listening, and we'll see you back here next time!

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 to a more fulfilling journey. 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors ►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. . Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap... Business Mission Statement · iWealth was created to help you manage risk while you invest wisely and live well. · We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. · We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. · We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email [email protected]

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 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors ►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. . Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap... Business Mission Statement · iWealth was created to help you manage risk while you invest wisely and live well. · We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. · We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. · We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email [email protected]

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 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors ►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. . Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap... Business Mission Statement · iWealth was created to help you manage risk while you invest wisely and live well. · We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. · We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. · We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email [email protected]

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 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors ►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. . Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap... Business Mission Statement · iWealth was created to help you manage risk while you invest wisely and live well. · We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. · We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. · We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email [email protected]

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 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors ►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. . Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap... Business Mission Statement · iWealth was created to help you manage risk while you invest wisely and live well. · We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. · We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. · We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email [email protected]

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 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors ►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. . Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap... Business Mission Statement · iWealth was created to help you manage risk while you invest wisely and live well. · We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. · We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. · We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email [email protected]

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! 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors ►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. . Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap... Business Mission Statement · iWealth was created to help you manage risk while you invest wisely and live well. · We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. · We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. · We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email [email protected]

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 impact of their dedication. Discover how Brad and Shawn's commitment reflects iWealth's mission of making a difference in people's lives. 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors ►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. . Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap... Business Mission Statement · iWealth was created to help you manage risk while you invest wisely and live well. · We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. · We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. · We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email [email protected]

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 approach to 529 plans! 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors ►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. . Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap... Business Mission Statement · iWealth was created to help you manage risk while you invest wisely and live well. · We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. · We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. · We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email [email protected]

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 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors ►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. . Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap... Business Mission Statement · iWealth was created to help you manage risk while you invest wisely and live well. · We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. · We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. · We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email [email protected]

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! Brad Connors here, and today we have some thrilling news to share with you. As many of you know, I've been working alongside the renowned Gary Guentzel. In 2023, we partnered to ensure continuity and to provide exceptional service to our clients. Today, we wanted to give you an update on our journey. So, what have Gary and Kim been up to lately, you might wonder? Well, there's been a lot of paperwork and behind-the-scenes work, and we truly appreciate your patience and support. We hope you had a wonderful holiday season, surrounded by your loved ones. The transition has been a significant undertaking, but we're delighted with the progress. Our fantastic partners and staff have made the transition smooth. We are excited about the future and the opportunities that lie ahead. We also want to share some exciting news. iWealth is proud to be part of LPL Financial, the largest independent broker-dealer in the country. This partnership brings advanced technology and resources, enhancing our ability to serve you better. The heart of this collaboration lies in our shared core values. Gary and I have known each other for many years, and our alignment in values and commitment to giving back makes this partnership a perfect fit. Now, here's the big announcement: we are changing the name from EFS to iWealth. Rest assured, Gary and Kim are not going anywhere. They remain committed to serving you, and their names will continue to be prominently featured. As we move forward into 2024, know that our primary focus is on serving you even better. While you may see the name change to iWealth on your statements and letterheads, the exceptional service and dedication remain the same. We appreciate your trust and friendship and look forward to a bright future. If you have any questions or need assistance, please reach out to us. Thank you for being part of the iWealth family. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors ►For more educational tips and wisdom from iWealth: YouTube: https://www.youtube.com/user/iWealthTV/videos Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap-Purposeful-Retirement/dp/0692322744/ref=sr_1_1?ie=UTF8&qid=1418927824&sr=8-1&keywords=fish+don%27t+clap For more information, call 507-835-9111 or email [email protected]

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 clients diligently for years, and their dedication has always aligned with our core values at iWealth. With this merger, we aim to create a seamless experience for all our clients while expanding our reach. LPL Financial, the largest independent broker-dealer in the country, has joined forces with us, bringing advanced technology and resources to better serve you. Our commitment to continuity and maintaining the level of service you're accustomed to remains unchanged. Gary and Kim will continue to be here for you. As we move forward into 2024, rest assured that our primary goal is to serve you better and provide you with the highest level of financial expertise. You may notice a slight change in the name – EFS will now be merged under the iWealth brand. You'll start seeing "I W" on your statements, but Gary's name will remain prominent. We appreciate your patience and understanding during this transition. If you have any questions or need assistance, please don't hesitate to reach out to us. Our dedication to your financial well-being is unwavering. Thank you for being part of the iWealth family. We look forward to continuing this exciting journey together. Here's to a fantastic 2024! 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors ►For more educational tips and wisdom from iWealth: YouTube: https://www.youtube.com/user/iWealthTV/videos Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap-Purposeful-Retirement/dp/0692322744/ref=sr_1_1?ie=UTF8&qid=1418927824&sr=8-1&keywords=fish+don%27t+clap Business Mission Statement · iWealth was created to help you manage risk while you invest wisely and live well. · We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. · We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. · We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email [email protected]

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 into the financial landscape as they shed light on what to expect in 2024. 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors ►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. . Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap... Business Mission Statement · iWealth was created to help you manage risk while you invest wisely and live well. · We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. · We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. · We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email [email protected]

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 benefits and guaranteed income streams. Tune in for an informative discussion and gain a better understanding of these financial products. 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors ►For more educational tips and wisdom from iWealth: YouTube: https://www.youtube.com/user/iWealthT... Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap... Business Mission Statement · iWealth was created to help you manage risk while you invest wisely and live well. We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients andtheir families. For more information, call 507-835-9111 or email [email protected]

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 for their financial future. Join them for valuable insights into the world of financial planning. 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors ►For more educational tips and wisdom from iWealth: YouTube: https://www.youtube.com/user/iWealthTV/videos Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap-Purposeful-Retirement/dp/0692322744/ref=sr_1_1?ie=UTF8&qid=1418927824&sr=8-1&keywords=fish+don%27t+clap Business Mission Statement · iWealth was created to help you manage risk while you invest wisely and live well. · We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. · We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. · We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email [email protected]

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 meetings in estate planning. Discover the value of personalized financial services and why clients trust iWealth. Don't miss this informative episode! Keywords: iWealth Podcast, retirement plan, iWealth, financial services, estate planning, family meetings, personalized financial advice, Gary Guentzel. Enjoy the discussion and be sure to reach out if you have any questions Or need assistance with your financial planning needs. Have a fantastic day! 🎙️💼📈 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors ►For more educational tips and wisdom from iWealth: YouTube: https://www.youtube.com/user/iWealthT... Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap... Business Mission Statement · iWealth was created to help you manage risk while you invest wisely and live well. We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients andtheir families. For more information, call 507-835-9111 or email [email protected]

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 create equitable distributions of assets. Tune in to learn more about the value of life insurance and its applications in achieving your financial goals.

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 that the funds collected for the drive provide Christmas dinner and support the backpack program for kids in need. If you'd like to contribute to the iWealth Holiday Food Drive, you can make checks payable to the "Waseca Area Neighborhood Service Center" during the drive period. Don't miss this heartwarming episode about the joy of giving back.

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 achieving your financial goals.

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 innovative way to continue giving from beyond the grave with the birthday annuity.

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 helps clients set up various goal-based funds, from vacations to home improvements. Discover the key to achieving your bucket list dreams by listening to this episode of the IWealth Podcast!

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 allows them to further manage and grow the foundation's funds while contributing to the local community. If you're interested in learning more about the iWealth Foundation or considering ways to support your community, don't miss this insightful episode.

Welcome back to the IWealth Podcast! In this episode, we explore the fascinating dynamics of team versus individual approaches in the financial advising business. Join us as we delve into Brad Connor's journey from being a one-man band to building a dedicated team of experts. Discover the advantages of having a team that specializes in various aspects of financial planning, from taxes to insurance. Learn how this team-based approach benefits clients and ensures continuity in service. If you're curious about the inner workings of financial advisory teams and how they can enhance your financial journey, don't miss this insightful episode of the IWealth Podcast!

Welcome back to the iWealth Podcast! If you've been waiting for your CD to mature, the time has finally come. In this episode, we explore the intriguing world of CDs and interest rates. Discover why laddering your CDs can be a smart strategy and how it can benefit you in the long run. Learn about the current interest rate landscape and make informed decisions about your financial future. Tune in to get valuable insights and guidance from our expert. Don't miss this episode of the iWealth Podcast!

Welcome back to the iWealth Podcast! In this episode, we dive into the world of financial responsibilities in your 40s. If you're feeling overwhelmed by multiple bank accounts, investments, and insurance policies, you're not alone. Join us as we discuss essential strategies for handling your finances effectively during this life stage. Discover the importance of organization, the role of an accountability partner, and practical tips to ensure you're on the right financial track. Tune in to gain clarity and confidence in managing your financial affairs.

Join us on the iWealth Podcast as we sit down with Mr. Brad Connors to delve into the world of giving. Discover effective strategies and important insights on how to gift to your loved ones or charitable causes. Brad shares the "Random Wednesday" gift rule and explains why it's crucial to avoid gift-giving on special occasions. Learn how to teach responsible financial behavior while ensuring your legacy lives on. Don't miss this valuable discussion on the joy of giving and how to do it right. 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors ►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. . Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap... Business Mission Statement · iWealth was created to help you manage risk while you invest wisely and live well. · We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. · We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. · We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email [email protected]

Welcome back to the iWealth Podcast! In this Q3 2023 update, we dive into the latest financial trends and market developments. Join us as we break down the performance of the S&P 500, the Magnificent 7 tech stocks, and the oil industry. Discover valuable insights about inflation, interest rates, and the potential for a future recession. Our host, Brad, simplifies complex financial concepts, making navigating these uncertain times easier. Learn why long-term investing in well-established companies remains a solid strategy and how to make the most of your investments in this ever-changing market. Don't miss out on this insightful episode!