iWealth

In this episode of the iWealth Podcast, Brad Connors and Mega Matt dive into the pros and pitfalls of credit cards. They discuss the allure of airline miles and reward programs, share tips on using credit cards responsibly, and explain why debt can quickly become a financial trap. Whether you're just starting out or reevaluating your financial habits, this episode offers practical advice to keep you on track.

Join Brad Connors and Mega Matt as they uncover the power of compound interest—dubbed the 8th Wonder of the World by none other than Albert Einstein. They share relatable stories, from the high school student who starts saving early to the client reaping massive returns in retirement. Discover why starting early and staying consistent with savings can make all the difference in your financial future.

In this thought-provoking episode of the iWealth Podcast, Brad Connors and Mega Matt explore the intersection of faith and finances. Using the Parable of the Talents as a starting point, they discuss whether Jesus advocated for saving, the importance of being a good steward, and how generosity can transform your relationship with money. Learn how to avoid holding on too tightly and open your hand to blessings and opportunities.

In this episode of the iWealth Podcast, Brad Connors and Mega Matt discuss the transformative power of having a written financial plan. Did you know that 77% of people with a written financial plan are more likely to achieve their goals? Whether it's planning for retirement, funding a dream vacation, or setting new priorities as life changes, writing it down can make all the difference. Learn how to make your financial plan adaptable, actionable, and aligned with your evolving goals.

In this heartfelt episode of the iWealth Podcast, Brad Connors and Mega Matt dive into a powerful conversation sparked by a client's poignant comment: "It’s just black ink on white paper." What does it mean when our financial statements hold numbers but lack meaning? Brad shares insights on balancing the importance of saving and planning with creating meaningful experiences and cherishing moments with loved ones. Don’t let your finances become just numbers—discover how to make them work for the life you want to live.

In this episode of the iWealth Podcast, Brad Connors, Shawn Pomeroy, and JP Eykyn discuss the topic of early retirement and what it really takes to achieve it. From the importance of saving early and avoiding debt to understanding the implications of early withdrawals and taxes, they provide practical advice for those considering an early exit from the workforce. They also explore why some people who achieve financial independence choose to keep working and how having a purpose and a plan is essential. Tune in for valuable insights on how to retire early—or decide if it's the right move for you. #iWealthPodcast #EarlyRetirement #FinancialPlanning #RetireEarly #InvestmentAdvice #FinancialIndependence #SaveSmart #WealthManagement

In this episode of the iWealth Podcast, Brad Connors, Shawn Pomeroy, and JP Eykyn use a fun pizza analogy to explain the concept of rebalancing your investment portfolio. They discuss why it's essential to periodically rebalance, how it works in practice, and the common mistakes investors make when they let their portfolios become too heavily weighted in one area. Whether you're new to investing or just need a refresher, this episode provides practical tips for keeping your investments diversified and aligned with your goals. #iWealthPodcast #InvestmentStrategy #PortfolioRebalancing #Diversification #FinancialPlanning #Investing101 #SmartInvesting #WealthManagement

In this episode of the iWealth Podcast, Brad Connors, Shawn Pomeroy, and JP Eykyn discuss the importance of tax planning for both income and estate taxes. They dive into why financial advisors ask for tax returns, how they use software to analyze and optimize future tax strategies, and the critical role these insights play in planning for retirement. The team also covers the often-overlooked aspect of estate taxes and why it’s vital to review and update estate documents as your net worth changes. Whether you're preparing for retirement or managing a large estate, this episode provides valuable advice for minimizing taxes and securing your financial future. #iWealthPodcast #TaxPlanning #EstatePlanning #RetirementStrategy #FinancialAdvice #InvestmentPlanning #TaxOptimization #WealthManagement

In this thought-provoking episode of the iWealth Podcast, Brad Connors and Mega Matt explore the intersection of faith and finances. Using the Parable of the Talents as a starting point, they discuss whether Jesus advocated for saving, the importance of being a good steward, and how generosity can transform your relationship with money. Learn how to avoid holding on too tightly and open your hand to blessings and opportunities.

In this episode of the iWealth Podcast, Brad Connors and JP Eykyn discuss a surprising statistic—54% of Millennials believe they received bad advice when handling an inheritance. They explore why this happens, from the complexities of tax consequences to the lack of professional guidance. Whether you're a Millennial, Gen Z, or Gen X, JP and Brad emphasize the importance of seeking trusted advice when managing a sudden influx of wealth, such as an inheritance. Tune in to learn why professional support is essential and how iWealth offers initial consultations at no cost to ensure you make the best financial decisions.#iWealthPodcast #InheritancePlanning #FinancialAdvice #MillennialFinance #WealthManagement #TaxPlanning #SmartInvesting #FinancialDecisions