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iWealth
iWealth owner Brad Connors talks about best practices.
Total 203 episodes
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When should you skim a little off the top?

When should you skim a little off the top?

There are good times and bad times to skim a little off the top. Brad  talks about things to consider when considering taking a little 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.
04:1420/01/2022
Is it time to refinance?

Is it time to refinance?

Brad and Matt talk tips and tricks when considering refinancing your house. 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.
04:4318/01/2022
Should I be aggressive or conservative with my investing?

Should I be aggressive or conservative with my investing?

Brad and Matt talk about the "yin and yang" of aggressive or conservative 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.
04:0713/01/2022
Government savings plans

Government savings plans

What is a Government saving plan? And what do they have to do with China? Brad explains the government savings 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.
02:5411/01/2022
HSA: What is it and should I use it?

HSA: What is it and should I use it?

Brad's advice on how to best utilize an HSA: Health Savings Account. 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.
06:1306/01/2022
Socially responsible investing - is it viable?

Socially responsible investing - is it viable?

Do you have to invest in companies that you don't believe in? Can your  portfolio thrive if you only invest in companies that support your  worldviews? 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.
04:2404/01/2022
Family Meetings

Family Meetings

Having family meetings is important, but it can be very difficult and awkward. 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.
07:0003/01/2022
Should your net worth mean a higher insurance deductible?

Should your net worth mean a higher insurance deductible?

Deductibles vs Net Worth - do they correlate? 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.
02:3630/12/2021
Brad on Working on your Business

Brad on Working on your Business

Do you take enough time to work on your business? How often do you step back and assess your current situation? 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.
09:2628/12/2021
A "back door" IRA? What's that even mean?

A "back door" IRA? What's that even mean?

A Roth IRA has some limitations, but there are ways to take advantages of them anyway. 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.
04:2127/12/2021
Do you need umbrella insurance?

Do you need umbrella insurance?

Brad talks about the do's and do nots of umbrella insurance. 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.
05:2523/12/2021
Buying Into Dips (Covid 19)

Buying Into Dips (Covid 19)

The markets dipped, should you go all in? Maybe not. Brad offers advice on buying into dips. 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.
02:1721/12/2021
College for Your Child

College for Your Child

Costs are going up, what's the best way to start saving? 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.
08:0720/12/2021
What's a Pension and Do They Still Exist?

What's a Pension and Do They Still Exist?

Brad explains the concept of a pension and why they are in the news lately. 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.
05:0216/12/2021
Will the annuities be able to continue to pay out?

Will the annuities be able to continue to pay out?

Should you be concerned about annuity payments? 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.
01:1914/12/2021
Miracle Morning - Should You Wait to Save?

Miracle Morning - Should You Wait to Save?

Today we talk a little bit about the book Miracle Morning. How early should you start saving for your 401K 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.
07:2713/12/2021
"I got a guy for that..."

"I got a guy for that..."

Brad talks about helping clients and the benefits of making professional connections. 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.
07:4509/12/2021
Is this the best time to buy into the stock market?

Is this the best time to buy into the stock market?

When the market drops, is it a good time to get in? Well, yes and no.  Brad and Matt tell you things you should consider when thinking about  diving into 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.
02:2607/12/2021
Beneficiaries - Who should get your money?

Beneficiaries - Who should get your money?

There's lots of little things you need to think about when setting up beneficiaries. 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.
08:3906/12/2021
What is Dollar Cost Averaging?

What is Dollar Cost Averaging?

Maybe you've heard the term Dollar Cost Averaging but don't know what it means. Brad explains what it means and how it works. 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.
04:2702/12/2021
Covid 19 Financial Advice

Covid 19 Financial Advice

Brad talks about interest rates, refinancing, during the 2020 pandemic. 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.
05:1430/11/2021
Paying Taxes. When should you pay?

Paying Taxes. When should you pay?

There are after tax and pre tax investments. Which one is better? Which one should you use? 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.
07:4029/11/2021
"Pigs get slaughtered" - When should you take your gains?

"Pigs get slaughtered" - When should you take your gains?

Brad and Matt talk about the phrase "Pigs get slaughtered" and when the best time to take your gains 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.
06:2725/11/2021
What is up with gas prices?

What is up with gas prices?

Are low oil prices a good thing? 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.
01:0423/11/2021
Most Common Financial Pitfalls and Mistakes

Most Common Financial Pitfalls and Mistakes

Money is just a tool, but you need to use it like a tool, and learn how to use it well. 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.
05:5822/11/2021
Bear vs Bull markets what is the difference

Bear vs Bull markets what is the difference

What is a bear market? What is a bull market? Brad explains the difference.  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.
01:3816/11/2021
Is it 100% necessary to bring my tax information to my first meeting?

Is it 100% necessary to bring my tax information to my first meeting?

It's good to get to know your financial advisor, but they do need to know what's going on with taxes so that they can help. 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.
04:1415/11/2021
What are you doing with your financial "War Chest"?

What are you doing with your financial "War Chest"?

At iWealth we make sure that the items in your "War Chest" are working for you. 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.
01:4611/11/2021
Should you get out of the stock Market?

Should you get out of the stock Market?

When the market starts to drop, should you get 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.
01:0209/11/2021
Will your kids ever move out?

Will your kids ever move out?

There's a lot of different family dynamics going on when children don't leave the nest. The "right answer" is different for everyone, but here are the things to think about. 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.
06:2808/11/2021
Financial Temptations (And how to avoid them.)

Financial Temptations (And how to avoid them.)

If it's too good to be true, it probably is. Tips and tricks to make good decisions with your money. www.iWealth4me.com 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. Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
07:4504/11/2021
How invest in your 20s, 30s, 40s +

How invest in your 20s, 30s, 40s +

How you invest will differ depending on where you are at in life. Brad  and Matt talk about the differences in investing while young and how to  adapt your investments as you get older. 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.
09:1402/11/2021
Investing - Should you invest on fundamentals or technically?

Investing - Should you invest on fundamentals or technically?

Over the last 25 years we've looked at different money management techniques, and here's the takeaways. 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.
05:1901/11/2021
90% of "Financial Advisors" are actually "Investment Consultants"

90% of "Financial Advisors" are actually "Investment Consultants"

www.iWealth4me.com 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. Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
05:1628/10/2021
Is your wealth in the correct buckets?

Is your wealth in the correct buckets?

Don't put all your eggs in one basket, but what baskets should your eggs be in? 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.
04:0926/10/2021
Naming buckets.

Naming buckets.

Some buckets already have names, but if you want to be intentional with your money you need to be specific with your bucket names 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.
05:2225/10/2021
Should you be deferring taxes?

Should you be deferring taxes?

The current tax bracket is 36%, it could be higher in the future. Should  you be deferring taxes for retirement or is it better to save post tax  income. www.iWealth4me.com 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. Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
05:1621/10/2021
What are we to do with our money?

What are we to do with our money?

The markets start to drop, what do you do? Brad may not have all the answers, but he has the questions you should be asking. 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.
02:4319/10/2021
You Need This Much in your Emergency Fund

You Need This Much in your Emergency Fund

How much do you need in your emergency fund? Should you put that money to work in other locations? 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.
04:2918/10/2021
What is Financial Accountability?

What is Financial Accountability?

Financial advisors are good, but it's important to have follow through. A  Financial Accountability partner can help by following up and making  sure you've done the things you need to do. www.iWealth4me.com 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. Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
05:4214/10/2021
What to expect when visiting a financial advisor

What to expect when visiting a financial advisor

Having a financial advisor can be extremely beneficial, but also a  little daunting. Brad explains what to expect and how to make the most  out of your meetings. 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.
05:2212/10/2021
Fact or Fiction? The Stock Market is Way Too Risky to Handle Retirement.

Fact or Fiction? The Stock Market is Way Too Risky to Handle Retirement.

Should you take all of your money out of the stock market and put it in bonds instead? 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.
03:5211/10/2021
When does it pay to have a financial advisor?

When does it pay to have a financial advisor?

If you've had a big life event it might be time to have someone help look over your finances. www.iWealth4me.com 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. Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
05:4107/10/2021
Working on your business instead of for your business

Working on your business instead of for your business

As a business owner, you need to make sure you spend time working on your business to make sure you're where you want to be. 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.
10:4905/10/2021
Life Insurance is Complicated... Here are the simple facts.

Life Insurance is Complicated... Here are the simple facts.

Today we're talking about Life Insurance. www.iWealth4me.com 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. Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
06:4330/09/2021
iBuckets - Having Intention for Your Money

iBuckets - Having Intention for Your Money

Training children to use money wisely. www.iWealth4me.com 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. Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
05:0423/09/2021
Should Children Carry Cash?

Should Children Carry Cash?

Digital money can be difficult to teach. Even for adults. Brad gives advice on how to train children to manage their money well. www.iWealth4me.com 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. Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
04:0816/09/2021
Have you taught your children about money?

Have you taught your children about money?

Teaching your children good habits for money management is huge. www.iWealth4me.com 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. Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
06:0609/09/2021
Most Small Business Owners Overlook This One Thing

Most Small Business Owners Overlook This One Thing

Does your child have a Roth IRA? www.iWealth4me.com 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. Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
05:0102/09/2021
Checking your Social Security Statement - Before you retire.

Checking your Social Security Statement - Before you retire.

Do you have your SS statement? It might be good to check up on this every few years. www.iWealth4me.com 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. Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
05:4526/08/2021