EPISODE · Feb 3, 2025 · 7 MIN
2024 Q4 Update
from iWealth Podcast · host iWealth
In this episode of the iWealth Podcast, Brad Connors and Matt Wiechmann dive into a comprehensive recap of the 2024 financial year and discuss expectations for 2025. From the sustained bull market to the impact of interest rates on mortgages, Brad shares insights into the trends shaping the economy. The duo also explores tax strategies, portfolio rebalancing, and maintaining a cash reserve to navigate the market's potential volatility. Tune in to get actionable advice on making smart financial decisions in the year ahead. #iWealthPodcast #FinancialPlanning #MarketRecap #InvestmentTips #TaxStrategies #BullMarket #InterestRates #2025Outlook #PortfolioRebalancing #CashReserve #PersonalFinance
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2024 Q4 Update
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