PODCAST · business
iWealth Podcast
by iWealth
iWealth owner Brad Connors shares insights for financial planning, insurance, and investments.
Episodes
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The Christmas Tradition That's Feeding Hundreds of Waseca Families
What started as one simple idea—making sure families in Waseca County could enjoy a Christmas dinner—has grown into a 16-year tradition of generosity, community involvement, and giving back.In this episode of the iWealth Podcast: Plan on Purpose, Brad Connors sits down with his wife, Trudi, to...
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Winning at Home: Building an Unbreakable Marriage
What if you put the same intentionality into your marriage that you put into building your business or career?In this episode of the iWealth Podcast, Brad sits down with longtime friend Lamar Lark, founder of Unbreakable Promise, to talk about marriage, purpose, and why success outside the home...
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Young Adults, Money & Social Media: What This Generation Gets Right
How do young adults think about money, investing, careers, college, and financial planning today?In this special episode of the iWealth Podcast, Brad Connors sits down with his daughter, Kendra, for an honest conversation about what it's like navigating adulthood in a world filled with social...
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We Let a Tesla Drive Us 15 Miles… Here’s What Happened
What happens when you turn on self-driving and let the car take you all the way to the meat market?Brad and Mega Matt take the iWealth Podcast on the road to test Tesla’s self-driving technology in the real world. After renting a Tesla specifically to experience the technology, Brad puts it to…
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Are You Saving Money but Forgetting to Live?
What if the best return on your money isn’t always measured in dollars?Brad sits down with his wife, Trudy, to talk about the idea of “memory dividends”—experiences that continue paying you back through the memories you create with family and friends.Those memories don’t have to come from…
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What Can a 6th Grader Teach Us About Fear, Failure & Compound Interest?
Grace is back on the iWealth Podcast—and this time she’s talking skateboarding, acting, overcoming fear, and even investing in cows!Brad and Grace talk about how adversity can become an asset. Whether it’s dropping into a skateboard ramp for the first time or walking onto a stage in front of an...
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Can You Go One Day Without Your Phone? The Power of a Sabbath
When was the last time you truly disconnected—not just physically, but mentally?In this episode of the iWealth Podcast, Brad and Mega Matt talk about Sabbath, rest, social media, and what happens when we intentionally create space away from the constant noise of our phones.Brad shares his...
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Can Your Business Save Money on Health Insurance?
Healthcare costs keep climbing, leaving many business owners asking the same question: Are there better ways to provide health benefits for employees?In this episode of the iWealth Podcast, Brad sits down with healthcare benefits specialist Steve Schafer to explore alternatives to traditional...
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How Do You Know What You’re Called to Do?
What are you excited about? What are you looking forward to? And when did you first realize, “This is what I’m supposed to be doing”?In this episode of the iWealth Podcast, Brad and Mega Matt explore the connection between calling, purpose, passion, and the stories we remember from pivotal…
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Adversity Is an Asset: Why Failure Can Make You Stronger
What if some of your biggest failures actually became your greatest assets?In this episode of the iWealth Podcast, Brad and Mega Matt talk about a lesson Brad has been wrestling with after a Strategic Coach exercise: “Adversity is an asset.” They look back at business mistakes, financial…
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How Much Work Does Financial Planning Really Take?
One of the biggest barriers to meeting with a financial advisor is simple: “How much work is this going to be?”Brad and Mega Matt break down what you actually need to prepare for a financial planning meeting—from tax returns and 401(k) statements to insurance, budgeting, risk, and your bigger...
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The Future of Health Optimization with Regan Archibald
If you’re successful financially but your energy, focus, sleep, or health are declining, this episode is for you. In this powerful conversation, Brad Connors sits down with health optimization expert Regan Archibald to explore why so many people are told they are “fine” by traditional...
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Why Financial Advisors Still Matter in an AI World
With AI advancing rapidly, many people are starting to ask a fair question:Why would anyone pay for a financial advisor?In this episode of the iWealth Podcast, Brad Connors and Mega Matt tackle that question head-on — and the answer has less to do with investments and more to do with something AI...
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War, Markets, and What You Can Actually Control
What happens to your money when the world feels uncertain?In this episode of the iWealth Podcast, Brad Connors and Mega Matt take on a topic that’s on a lot of minds right now: war, market volatility, and how investors should respond when headlines feel overwhelming. Brad brings a steady...
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Will AI Replace Financial Advisors?
Is artificial intelligence about to replace your financial advisor?In this episode of the iWealth Podcast, Brad Connors and Mega Matt tackle one of the biggest questions facing every industry right now: what happens when AI gets really good—and really fast? There’s no denying it—AI is changing...
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The Hidden Risk No One Talks About: Widowhood Before Retirement
What if your financial life had to change overnight—before retirement even begins?In this episode of the iWealth Podcast, Brad Connors and Mega Matt unpack a surprising and sobering statistic: the average age of widowhood is around 59½—right before many people even reach retirement. That timing...
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The Dark Side of Digital After Death: Scams You Need to Know About
What happens when scammers show up in the middle of grief?In this episode of the iWealth Podcast, Brad Connors and Mega Matt discuss a real and unsettling situation: scammers using obituary posts and social media to exploit families after a loved one passes away. Matt shares a personal…
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The Overlooked Gap in Your Financial Plan: Digital Assets
What happens to your digital life when you’re no longer here?In this episode of the iWealth Podcast, Brad Connors and Mega Matt explore a growing—and often overlooked—part of financial planning: digital assets. From email accounts and social media to online banking, crypto wallets, and password...
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Fish Don’t Clap (Updated Edition): Why Brad Rewrote It + How to Put Purpose Into Action
If you’ve ever read Fish Don’t Clap and wondered, “This is powerful… but how do I actually apply it?” — this episode is for you. In this conversation, Brad Connors shares why he refreshed and expanded Fish Don’t Clap — even though it was already working. The original parable helped thousands...
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Goal-Based Investing: The Fun Side of Smart Financial Planning
Investing doesn’t have to be just about percentages and performance charts. In this episode, Brad Connors explains why goal-based investing is one of the most practical—and enjoyable—ways to approach your financial life. Instead of obsessing over whether your portfolio returned 2% or 22%,...
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Can a High School Freshman Become a Successful Entrepreneur?
What would you say if a high school freshman told you they wanted to quit school to become a day trader? In this episode of the iWealth Podcast, Brad Connors shares a real conversation he had with a local student who’s already experimenting with trading, running small side hustles, and thinking…
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Can You Really Afford a $400K House? What First-Time Buyers Need to Know
If you’re looking at a $400,000 house—or even a $300,000 one—this episode is for you. Home prices across the Midwest have climbed steadily, and many first-time buyers are asking the same question: Is it better to keep renting, or is it finally time to buy? In this episode, Brad Connors breaks…
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Are Airline Miles a Trap? The Truth About Credit Card Rewards
This episode is for anyone who loves the idea of “free” airline miles, cash-back bonuses, and premium travel perks—but wonders if there’s more going on behind the scenes. Brad Connors and Mega Matt break down the psychology and math behind credit card reward programs—and why Brad instinctively...
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A $10 Million Life Insurance Mistake What Kyle Busch’s Story Teaches Investors
This episode is for anyone who owns life insurance—or is considering it—and wants to understand what they’re actually buying. After a client sent Kyle Busch’s viral TikTok video about a lawsuit involving a life insurance policy, Brad Connors and Mega Matt unpack what likely went wrong—and what...
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5 Mistakes to Avoid in a Market Downturn
If you’re feeling nervous about a potential market downturn, you’re not alone. After two strong years in the market, it’s natural to wonder what comes next—and how to protect what you’ve built.In this episode of the iWealth Podcast, Brad Connors shares five practical principles to help you think...
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Should You Hire a Financial Advisor You Know?
This episode is for anyone who’s been asked to work with a financial advisor simply because you know them—through church, a bowling league, your neighborhood, or mutual friends—and you’re wondering how much weight that relationship should really carry.Brad Connors and Mega Matt dig into a…
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When the Worst Happens
When the worst happens, clear thinking matters more than quick decisions. In this episode of the iWealth Podcast, Brad Connors and Mega Matt talk through one of the hardest conversations in financial planning: "what to do after the loss of a spouse".This episode is for anyone who has ever…
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The Advisor “Smell Test"
This episode is for anyone trying to choose a financial advisor—and feeling overwhelmed by credentials, promises, and opinions. If you’ve ever wondered who you can actually trust with your life savings, this conversation will help you cut through the noise.Brad Connors explains why picking a...
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How to Choose the Right Financial Advisor
Choosing a financial advisor can feel overwhelming. Everyone seems to “have a guy,” everyone promises results, and everyone sounds confident. So how do you actually know who to trust?In this episode of the iWealth Podcast, Brad Connors and Mega Matt break down what really matters when selecting a...
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What Is Your Lifetime Plan Score—and Why It Matters More Than Your Returns
What if you could actually see how complete your financial life is—not just how your investments are performing?In this episode of the iWealth Podcast, Brad Connors and Mega Matt break down one of iWealth’s most practical planning tools: the Lifetime Plan Score. This score is part of the FDC Plan...
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Accountability Over Investments
If you’ve ever wondered why one financial advisor is really any different from another, this episode is for you.Most firms talk about products, performance, or “secret strategies.”Brad Connors explains why that’s not what actually moves the needle.In this episode of the iWealth Podcast, Brad and...
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Aligning Values
If you’re a business owner, leader, or professional who cares about culture, trust, and alignment, this episode is for you.Too many companies talk about core values—but never actually live them.In this conversation, Brad explains what happens when values come **off the wall and onto the field.In...
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2026 Market Outlook: What 2025 Taught Us & What Investors Should Expect Next
On this episode of the iWealth Podcast, Brad Connors is joined by advisors Shawn Pomeroy and JP to break down what really happened in the markets last year and what investors should be paying attention to as 2026 begins.They discuss:• U.S. stock, international, and emerging market performance•…
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Dusty Bibles
When success and stuff don’t deliver the fulfillment you expected, it’s worth asking "Why". In this episode of the iWealth Podcast, Brad Connors and Mega Matt unpack a powerful metaphor from a Christian song: **“dusty Bibles and brand new iPhones.”**This conversation is for anyone who has…
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What’s a Dream Navigator? | Brad Connors Shares the Role Behind the Title
What do you *really* do, Brad?In this short, unscripted episode, Brad Connors reflects on the question he gets asked most often—and the answer might surprise you.Brad shares why he now calls himself a **Dream Navigator**, and how 30 years in financial planning has taught him that it’s not about…
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Investing for Today vs. Building for Tomorrow
Investing for Today vs. Building for TomorrowAre you chasing quick wins—or building something that lasts?In today’s iWealth Podcast, Brad Connors and Mega Matt have a fun (but deep) conversation about the difference between focusing on short-term flash and long-term substance—both in life and in...
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What Should You Do With Extra Cash? Timing the Market vs. Time in the Market
In this episode of the iWealth Podcast, Brad Connors and Matt dig into one of the most common financial questions people face: “I have some extra cash—what should I do with it?” Whether it’s an inheritance, a recent business sale, or savings you’ve built up, knowing when and how to invest that...
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Affluent Families
Affluent doesn’t always look the way people think it does.In this episode of the iWealth Podcast, Mega Matt sits down with Brad Connors to talk about a fast-growing segment of families across Minnesota and beyond: **$5–$25 million in net worth**. These are often business owners and disciplined...
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When Life Gets Complicated: Why Pivot Moments Call for a Financial Advisor
When Life Gets Complicated: Why Pivot Moments Call for a Financial AdvisorIn this episode of the iWealth Podcast, Brad Connors and Mega Matt talk about those critical pivot moments—when life suddenly feels too much to manage alone.Whether it’s losing a loved one, going through a divorce…
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How the iWealth Foundation Is Making a Local Impact
For families in the Waseca area who may be feeling the weight of the holidays, this story shows what can happen when a community comes together with purpose. For 15 years, iWealth clients and partners have stepped up to help provide Christmas dinners for local families—and this year marks the...
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Managed Accounts vs. Index Funds: Which Strategy Builds a Stronger Future?
Managed Accounts vs. Index Funds: Which Strategy Builds a Stronger Future?Are index funds the easy button for investing—or is there a deeper reason to work with a financial advisor? Brad Connors and Mega Matt break it down on today’s iWealth Podcast.Learn how managed accounts add value beyond...
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Stock Market Opinion
The S&P 500 has had an incredible run—but is it *really* as diversified as most people think?In today’s episode, Brad Connors (iWealth) and Mega Matt zoom out and talk about what’s driving markets right now, what’s worth watching in 2026, and why the “set it and forget it” S&P approach may have...
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Can a High School Freshman Become a Successful Entrepreneur?
Can a High School Freshman Become a Successful Entrepreneur?Brad Connors and Mega Matt dive into a real-life story about a high school freshman who’s passionate about day trading—and questioning whether traditional school fits into his dreams.In this inspiring conversation, Brad shares how he...
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Inside iWealth’s Private Client Group: Planning, Gaps, and the “Who Network” for $10M+ Families
Brad explains why iWealth created the **Private Client Group** and the **Plan On Purpose Office**: not because clients are “better,” but because higher net worth brings **different problems**. The goal is to inventory everything, identify blind spots, and then *connect clients to the right...
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What Are “iBuckets”? A Smarter Way to Plan & Fund Life Goals
In this episode of the iWealth Podcast, Brad Connors and Mega Matt unpack a simple but powerful concept: iBuckets. What are iBuckets? In short, they’re a structured, goal-based system for organizing your money based on what matters most to you.Brad explains that iBuckets are all about...
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A $10 Million Life Insurance Mistake? What Kyle Busch’s Story Teaches Investors
Kyle Busch’s TikTok lawsuit story sparked a client question we hear all the time: “Do I own the same thing?” In this episode, Brad and Mega Matt break down *why life insurance policies can look similar on the surface—and work wildly differently in real life* based on how they’re designed and...
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Medicaid 5-Year Look back & Putting Your House in Your Kids’ Names
Families with parents age 70+ (or adult children helping them) who are considering **transferring a home to children** because of health concerns and potential long-term care costs.Avoids expensive mistakes when you “add the kids to the house” or gift assets without understanding **Medicaid…
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What’s Your Business Really Worth? Understanding EBITDA, Revenue Multiples & the Wealth Gap
In this episode of the iWealth Podcast, Brad Connors sits down with Matt to unpack one of the biggest (and often overlooked) financial questions for business owners: What is your business actually worth—and will that be enough to support your lifestyle when you exit?Brad kicks off the…
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Speedometers and Smart Investing: Simplifying Market Signals
In this episode of the iWealth Podcast, Brad Connors and Matt dive into an engaging conversation about one of Brad’s favorite financial tools: the speedometer. But we're not talking about your car—we're talking about a powerful visual tool that simplifies complex economic and market indicators…
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Purposeful Retirement: Retire To Something (Not Just From Work)
Brad and Matt unpack what "purposeful retirement" actually looks like in real life. They contrast the classic picture—slow mornings, newspaper, coffee, “I’m done”—with a more fulfilling version: "desirement" (what you "desire" to do next), fueled by meaningful projects and relationships.Brad...
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Frequently Asked Questions
How many episodes does iWealth Podcast have?
iWealth Podcast currently has 332 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is iWealth Podcast about?
iWealth owner Brad Connors shares insights for financial planning, insurance, and investments.
How often does iWealth Podcast release new episodes?
iWealth Podcast publishes regularly with 332 episodes available. Check the episode list for the typical release schedule.
Where can I listen to iWealth Podcast?
You can listen to iWealth Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts iWealth Podcast?
iWealth Podcast is created and hosted by iWealth.
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