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 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

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 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.  MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

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 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]

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    Keep Emotions in Check    Disregard Short-Term Forecasts    Don’t Try to Time the Market    Markets Fluctuate. Stay the Course.    A Market Correction is an Opportunity 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]

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 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]

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 proprietors and independent consultants who are looking for a retirement plan similar to one they might get from working at a larger company. 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]

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 to wait several years for  the bond to mature. I Bonds have strong, inflation-protected yields,  both of which are significant benefits for investors. I Bonds must be  held by investors for at least one year. 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]

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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

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 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]

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 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]

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 to keep it? Invest it? Manage it so that it works for you? iWealth provides practical thinking tools and structures to 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 complimentary 30-minute discovery call to clarify your financial goals, what might be standing in your way, and whether iWealth is a  good fit. 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 investing wisely and living well. · We believe in the “golden rule” of treating others how we 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 looking for clarity regarding 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 our 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].

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 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Brad Connors of iWealth talks with JP about investment strategy. JP is the newest advisor that is part of the iWealth team. They discuss the holistic view of investments, not just Stock A v Stock B. Holistic planning involves different tools like Fish Don't Clap that you can use to have peace of mind with your financial career.  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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Brad Connors of iWealth visits with Shawn, a wealth advisor at iWealth, about the impact of taxes on an investor's net income. Retirement can be scary, but Brad and Shawn help their clients navigate the complex process at iWealth.  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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Markets go up and down, how should you respond? Markets go up and down, how should you respond? How much should you worry about a market in flux? When should you get out? Brad Connors of iWealth talks about common concerns people have when investing. 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Brad Connors introduces two iWealth wealth advisors from the iWealth team. Shawn enjoys what he does and the ability to work with a team of people that are all passionate about serving at iWealth. JP likes the mentorship of the iWealth team. 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

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 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Brad Connors of iWealth visits with Shawn, a wealth advisor at iWealth, about the impact of taxes on an investor's net income. Retirement can be scary, but Brad and Shawn help their clients navigate the complex process at iWealth. 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Brad Connors of iWealth talks with Shawn, who is a wealth advisor at iWealth, about his story and why he loves his job and purpose as a wealth advisor.  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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Brad Connors of iWealth discusses paying off debt vs. saving your money. 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Brad Connors of iWealth talks about saving at a young age. If you've got a little cash at a young age, what should you do with it? 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Brad Connors of iWealth and Matt talk a bit about how to strategically save for retirement to avoid paying the most taxes. They also discuss Roth IRA vs. Deductible IRA. 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

How should you delegate your dollars as you land a higher-paying job immediately after you graduate? Brad Connors of iWealth discusses the different things to consider when it comes to saving after you graduate college. 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

What is a Roth and Roth Conversion? Brad Connors of iWealth talks a little about the strategy behind converting your retirement savings to a Roth IRA to save money on your taxes. 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Leaving your job for retirement, there's no do-over. You want to make sure you put your money in the right place. 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Should you be purchasing long term health care insurance or investing that cash and self-insuring? 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Brad and Matt talk about the key mistakes people in Southern Minnesota make when it comes to finances. 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

How are you going to pay for a nursing home someday? 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Do you have an archive of financial documents? Is everything in a box? Do you need a bigger box? 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

There is so much content being served around financial planning. Who has  real experience & good intentions, and who is just trying to make a  buck? 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

If you only get one stock tip from Brad, it should be this one. 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

How can brokerage services charge $0 for a stock trade? 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

You're switching jobs, what do you have to think about financially? 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

If you invested during the recession and are now experiencing profits, when should you pull that cash back out? 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Brad gives the story about how he taught his children about finances. 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Do all of the statements and numbers overwhelm you regarding your finances, maybe after a family member passed away? 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Brad talks about the opportunities that clients of iWealth have for giving. 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

How robust is your savings/retirement plan? 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Brad talks about avoiding debt and instances when debt may or may not be okay. 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Are you experiencing big life changes during COVID? 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Brad and Matt talk about investing in gold. 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Where do you fall on the curve? 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Matt asks Brad to explain 401k and common misconceptions about retirement savings. 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Brad talks about the psychology of investing and what to consider when your thinking about getting in or out of the market. 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Brad talks about common mistakes people make when it comes to income tax. 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

A lot of older demographics have used zoom or facetime and there are new expectations and allowances when meeting online. 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Brad talks about the changes lockdown brings and what iWealth is doing. 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

There are many ways to give to charities. Today Brad covers the financial side of charitable giving. 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 specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.