All Episodes
iWealth Podcast — 308 episodes
Should You Hire a Financial Advisor You Know?
When the Worst Happens
The Advisor “Smell Test"
How to Choose the Right Financial Advisor
What Is Your Lifetime Plan Score—and Why It Matters More Than Your Returns
Accountability Over Investments
Aligning Values
2026 Market Outlook: What 2025 Taught Us & What Investors Should Expect Next
Dusty Bibles
What’s a Dream Navigator? | Brad Connors Shares the Role Behind the Title
Investing for Today vs. Building for Tomorrow
What Should You Do With Extra Cash? Timing the Market vs. Time in the Market
Affluent Families
When Life Gets Complicated: Why Pivot Moments Call for a Financial Advisor
How the iWealth Foundation Is Making a Local Impact
Managed Accounts vs. Index Funds: Which Strategy Builds a Stronger Future?
Stock Market Opinion
Can a High School Freshman Become a Successful Entrepreneur?
Inside iWealth’s Private Client Group: Planning, Gaps, and the “Who Network” for $10M+ Families
What Are “iBuckets”? A Smarter Way to Plan & Fund Life Goals
A $10 Million Life Insurance Mistake? What Kyle Busch’s Story Teaches Investors
Medicaid 5-Year Look back & Putting Your House in Your Kids’ Names
What’s Your Business Really Worth? Understanding EBITDA, Revenue Multiples & the Wealth Gap
Speedometers and Smart Investing: Simplifying Market Signals
Purposeful Retirement: Retire To Something (Not Just From Work)
Value Investing Outlook 2026: Where the Market Rotates Next
High-Net-Worth Planning: Wealth, Family, and the Power of Communication
Fish Don’t Clap (Updated Edition): Why Brad Rewrote It + How to Put Purpose Into Action
Succession Planning & Gen Z Advisors | Dan Hiebert (MSU Mankato CFP Director)
Fall Market Update 2025 | iWealth’s 3rd Quarter Economic Snapshot with Brad Connors
Gold always gets attention during uncertain times—but is it really a good long-term investment?
Can You Really Afford a $400K House? What Every Buyer Needs to Know
Are Airline Miles a Trap? The Truth Behind Credit Card Perks
The Truth About Credit Card Debt
Why Looking Forward Changes Everything
Goal-Based Investing
How a Down Market Can Help You Build Tax-Free Wealth | Roth Conversion Strategies
Why Brad Connors Rewrote Fish Don’t Clap
What Makes U.S. Treasuries "Safe"? Understanding Bonds, Risk & Return
Compound Interest
Turn Your Checking Account Into a Money-Maker
5 Mistakes to Avoid in a Market Downturn
Can a High School Freshman Become a Successful Entrepreneur? | Lessons from a Young Day Trader
Giving Back: How the iWealth Foundation Is Making a Local Impact
Managed Accounts vs. Index Funds: Which Strategy Builds a Stronger Future?
Why AI Alone Won’t Build Your Financial Future | The Human Advantage
When Life Gets Complicated: Why Pivot Moments Call for a Financial Advisor
Gold, Real Estate, or Stocks: Which Builds More Wealth Over Time?
Beauty Contest or Longevity Contest? Investing for Today vs. Building for Tomorrow
What Is the iPath? iWealth’s 8-Step Process to Purposeful Financial Planning
What Are “iBuckets”? A Smarter Way to Plan & Fund Life Goals
What’s Your Business Really Worth? Understanding EBITDA, Revenue Multiples & the Wealth Gap
What Should You Do With Extra Cash? Timing the Market vs. Time in the Market
Wind, Trees, and Market Volatility: Growing Stronger Through Challenges
Newlyweds, Money, and Travel: Work Now or Live a Little?
Speedometers and Smart Investing: Simplifying Market Signals
What Is a Family Guided Office?
What’s Your Lifetime Plan Score? Brad Connors Breaks Down iWealth’s Financial Planning System
Brad Connors on His Book "Fish Don’t Clap" – Why He Gave Away the Whole Process
GameStop, Greed, and Lessons in Emotional Investing | iWealth Podcast
What’s a Financial Quarterback? Brad Connors Explains
The Eighth Wonder of the World? It's Not What You Think
Estate Planning Simplified: What to Expect When Meeting an Attorney
Estate Planning 101: Avoid These Common Mistakes with Kristin Gunsolus
Estate Planning Simplified: Insights from Kristin Gunsolus
Gifting Money to Your Adult Kids: A Blessing or a Burden?
Overwhelmed by Finances? Here's How to Offload the Stress
Financial Independence: It’s Not a Dream, It’s a Plan
What If You Outlive Your Retirement Savings? Key Strategies to Secure Your Future
Why Waiting to Invest Could Cost You Big
The Hidden Challenges of Early Retirement
5 Retirement Myths You Shouldn’t Believe
How to Future-Proof Your Savings
Estate Planning Made Simple: Secure Your Family’s Future
Interest Sweep Explained: A Simple Way to Earn More
Turn Your Checking Account Into a Money-Maker
The Power of High-Interest Accounts: Grow Your Money Faster
Should You Exit the Market? Advice for Long-Term Investors
From One-Trick Pony to Multiple Income Streams
Lifestyle Inflation: How to Avoid Spending Your Raise
Should You Pay Off Your House or Save for Retirement?
Trump Wins: What Does It Mean for Your Investments?
The Importance of Estate Planning: Avoiding Common Mistakes
Hard Work Pays Off: Lessons from Grace’s Lemonade Stand
2024 Q4 Update
How a 10-Year-Old Manages Money and Sets Big Goals
Lemonade Stands, Lawns, and Lessons: Grace’s Top Tips for Kids to Earn Money
Career Change Checklist: Managing Your Retirement Savings
Practicing What You Preach: Why Brad Has a Financial Planner
Top Financial Tip: Staying on Top of Your Savings
The Truth About Credit Cards: Are Airline Miles Worth It?
The 8th Wonder of the World: Compound Interest Explained
Faith, Money, and the Open Hand: Lessons from the Parable of the Talents
The Power of a Written Financial Game Plan
Black Ink on White Paper: Finding Balance in Life and Finances
How to Retire Early: Tips and Realities from the iWealth Team
Rebalancing Your Portfolio: Why It’s as Essential as Pizza Variety
Why Tax Planning is Critical: Insights from the iWealth Team
Faith, Money, and the Open Hand: Lessons from the Parable of the Talents
Why Millennials Regret Inheritance Decisions: Advice for Getting It Righ
Is Your Investment Strategy as Healthy as Your Lifestyle?
Meet JP Eeken: A Journey of Hard Work, Family, and Financial Guidance
The iWealth Advantage: Why Our Team Approach Makes the Difference
The Psychological Shift of Retirement: Managing the Transition
The iWealth Holiday Food Baskets: 14 Years of Community Impact
Q3 2024 Market Update: What to Expect in the Final Quarter
Managing Rash Financial Decisions: A Guide to Avoiding Impulse Investments
Balancing College Savings and Retirement: How to Prioritize Financial Goals
Top 3 Financial Tools for Advisors That Will Transform Your Practice
Top 3 Financial Tools for Advisors That Will Transform Your Practice
Top 3 Financial Tools Every Wealth Manager Swears By
Wealth Manager vs Stock Broker: Understanding the Difference
Wealth Manager vs Stock Broker: Understanding the Difference
Understanding Financial Advising: Human vs Robo Advisors
Financial Advisers: Choosing Between Commissions and Fees
Navigating Cybersecurity in Financial Management
Navigating Finances as a Young Couple
Navigating Retirement: Insights for Business Owners
The Future of Financial Advisory
Exploring AI's Impact: Insights from the iWealth Podcast
Navigating the Bitcoin Craze: Insights from the iWealth Podcast
Maximizing Roth IRA Contributions: How to Fund Your Retirement
The Power of Keeping Promises: Trustworthiness and Your Word
The Power of Looking Forward: Staying Motivated and Positive
Q1 2024
Embracing Life's Ups and Downs: The Power of Perspective
Understanding the Fed, Interest Rates, and Investments
Emergency Funds: How Much Should You Save?
Navigating Insurance: Protecting What Matters
Financial Tips for Couples Getting Married
Insurance Audits: How Often Should You Review Your Policies?
Big Picture Money Principles
Dedication to Community: 1000-Hour Volunteering Challenge
Unlocking New Possibilities for 529 Plans: Secure Act 2.0 Explained
Preparing Financially for Life's Unexpected Moments
Exciting News: EFS Joins Forces with iWealth!
Exciting News: iWealth Welcomes EFS
Market Trends and Expectations for 2024 with Brad and Shawn at iWealth
Demystifying Variable Annuities: Benefits and Common Misconceptions
The Power of Holistic Financial Planning
How iWealth Transforms Retirement Planning with Gary Guentzel
The Importance of Life Insurance in Financial Planning
The iWealth Holiday Food Drive with Special Guest Trudi
Building Your Financial Puzzle: Goals, Risk, and Legacy
The Birthday Annuity: A Unique Way to Leave a Lasting Legacy
Balancing Goals and Investment Returns
The Importance of Life Insurance in Financial Planning
The iWealth Foundation and Its Impact
The Power of a Financial Advisory Team
iWealth Podcast - Unveiling the CD Maturity Strategy
Financial Management in Your 40s: What Should You Be Paying Attention To?
Mastering the Art of Gifting and Inheritance Planning
Q3 2023 Update: Stock Market Trends, Oil, and Inflation
The Joys of Volunteering: Behind-the-Scenes Impact
Paying for College: Understanding the FAFSA and Financial Aid
Retirement Strategies: Setting Goals and Managing Investments
Navigating Bear Markets: Strategies for Different Phases of Investing
Retirement Planning and Life Insurance: Assessing Your Needs
Q2 2023 Market Update: Positive Momentum and Emerging Concerns
The Power of Dividends: Growing Wealth through Compounding
Exploring Artificial Intelligence (AI) and Its Implications
Navigating Financial Changes as an Empty Nester
Mutual Funds vs. ETFs: Which One Should You Choose?
Does Money Buy Happiness?
The Giving Pledge: Philanthropy of the Wealthy
The Importance of Gratitude in Managing Money
The Debate on Prioritizing Child's Education vs Retirement Savings
Saving for College: Understanding the Different Options and Strategies
Retirement Planning: Finding Purpose in Life After Work
The Importance of Discipline in Investing
When to Retire and Why Age Matters
iWealth Update Q1 2023
What's The Best Financial Advice You've Ever Received?
Should My Kid Be Saving For Retirement?
What Do I Need to Know Before My Child Starts the FAFSA?
Do Both Spouses Need Life Insurance?
Stock Splits: What They Are, How They Affect Your Portfolio
Premature Death with a Minor as a Beneficiary
Financial Planning Sessions with Your Kids
The Advantages of Dollar-Cost Averaging
Is this a typical bear market?
How Do Interest Rates Affect Investments?
Timeshares: Dream Vacation or Money Pit?
The Value of Trade Schools in Today’s Economy
How to Stay Informed Without Getting Paralyzed by Bad News
How Much Life Insurance Do I Need?
How to Set Financial Goals for Your Future
What Should You Do With Your Money When You Get A Raise?
Food Drive
Discussing Long-Term Care Planning With Your Parents
What Smart People Do for End of Life Planning
Retirement - Giving Back and Volunteering
It's An Exciting Time at iWealth
Can I Afford a New Home When I Retire?
Can't Afford 15-year Mortgage? Then Don't Buy That House
Money Memory - What I Wish I Knew Back Then
Don't Blow Up Your Goals.
Do I Need a Financial Planner?
Does Market Timing Work?
401Ks and Retirement Plans - Are You Saving 10%?
The Value of Having a Virtual Family Office
Retirement: The Longest Vacation of Your Life
Forming Good Habits is Key to Achieving Your Financial Goals
Long-term Care, Wills, and Legacy Conversations
Buy Now. Pay Later. Don’t be fooled by these guys. They aren’t your friends.
How Often Should You Check Your Investment Portfolio?
1031 Exchanges - Is this for me?
Financial Wisdom - Having a Good Coach
Money Secrets (Dealing with Debt)
Business Owners - Tax Savings
Government Bonds - What do I do with these things?
Quarter 2 Update 2022
Cryptocurrency Investments
Boutique Firms
Investing in Individual Stocks
What do young investors need to know?
Brad and JP talk Investment Strategy
Transitioning to Retirement
Markets Change - What Can You Do?
What is it like to work at iWealth with JP and Shawn
JP Talks About His Story
Next Phase of Life - Impact of Taxes
Brad Interviews Shawn about His Story
Delegating Your Dollars - Saving vs. Debt Retirement
Buying a House vs. Saving
Roth IRA vs. Deductible IRA - When to pay taxes?
Fresh Out of College - What's the financial move?
Roth Conversions
Putting your money in the right place for retirement.
Long Term Health Care Insurance OR Invest the Cash?
Don't Make these Financial Mistakes!
Financially Planning for Long Term Care
Organizing your finances - Get a bigger box!?
Financial Advisors: Who is experienced and vetted?
Brad's One Really Cool Hot Stock Tip
How are stocks traded for FREE?
What should you think about when switching jobs?
COVID: When should I pull my money out of the market?
How do you teach children about finances?
Overwhelmingly Lost in the Paperwork
Giving opportunities at iWealth
Stress-Testing your Retirement Plan
When is the right time to have debt?
Big Life Changes during COVID
Should you invest in gold?
The Confidence Curve
401k Misconceptions
What is your comfort zone with regards to retirement?
Don't make these Income Tax Mistakes!
On line meeting are now a thing at iWealth
iWealth and covid 19
The best way to give to charity
What is the financial reality of covid 19
The man behind the questions!
What is your income stability ratio ?
When should you skim a little off the top?
Is it time to refinance?
Should I be aggressive or conservative with my investing?
Government savings plans
HSA: What is it and should I use it?
Socially responsible investing - is it viable?
Family Meetings
Should your net worth mean a higher insurance deductible?
Brad on Working on your Business
A "back door" IRA? What's that even mean?
Do you need umbrella insurance?
Buying Into Dips (Covid 19)
College for Your Child
What's a Pension and Do They Still Exist?
Will the annuities be able to continue to pay out?
Miracle Morning - Should You Wait to Save?
"I got a guy for that..."
Is this the best time to buy into the stock market?
Beneficiaries - Who should get your money?
What is Dollar Cost Averaging?
Covid 19 Financial Advice
Paying Taxes. When should you pay?
"Pigs get slaughtered" - When should you take your gains?
What is up with gas prices?
Most Common Financial Pitfalls and Mistakes
Bear vs Bull markets what is the difference
Is it 100% necessary to bring my tax information to my first meeting?
What are you doing with your financial "War Chest"?
Should you get out of the stock Market?
Will your kids ever move out?
Financial Temptations (And how to avoid them.)
How invest in your 20s, 30s, 40s +
Investing - Should you invest on fundamentals or technically?
90% of "Financial Advisors" are actually "Investment Consultants"
Is your wealth in the correct buckets?
Naming buckets.
Should you be deferring taxes?
What are we to do with our money?
You Need This Much in your Emergency Fund
What is Financial Accountability?
What to expect when visiting a financial advisor
Fact or Fiction? The Stock Market is Way Too Risky to Handle Retirement.
When does it pay to have a financial advisor?
Working on your business instead of for your business
Life Insurance is Complicated... Here are the simple facts.
iBuckets - Having Intention for Your Money
Should Children Carry Cash?
Have you taught your children about money?
Most Small Business Owners Overlook This One Thing
Checking your Social Security Statement - Before you retire.
Can Life Insurance be an Investment?
Roth IRAs - Do you even qualify?
IWealth Q2 2021 Update.