iWealth Podcast

iWealth
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iWealth owner Brad Connors shares insights for financial planning, insurance, and investments.

  1. 1D AGO

    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 achieved financial success, built something impressive, or accumulated “the good stuff” — yet still feels like something is missing.Brad reflects on what he’s seen over decades of working with people across every income level: shiny things can become armor, money can become identity, and achievement can quietly replace purpose. Together, Brad and Matt explore how our *money story* — what we learned about money growing up — shapes our decisions, relationships, and sense of worth. Is money tied to approval? Security? Status? Or is it meant to be a tool for something deeper?This episode isn’t about guilt, shame, or rejecting success. It’s about clarity. It’s about recognizing that new cars, growing businesses, and financial wins are not bad — but when they become the *why*, they often leave people feeling empty. Brad shares real-world observations of people with significant resources who would trade it all for genuine joy, peace, and meaning — and why that longing never gets satisfied by more stuff.If you’ve ever wondered why achievement didn’t feel the way you thought it would… if you’ve noticed restlessness despite “having enough”… or if you’re trying to align your money with faith, values, and purpose — this episode will resonate.#iWealth #MoneyStory #FaithAndFinances #PurposeOverPossessions #ChristianLeadership #MeaningAndMoney #FinancialWisdom #ValuesDrivenLife**iWealth****SUBSCRIBE**Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth provides practical thinking tools and structures which will help you achieve your biggest goals and enjoy an unparalleled quality of life.►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: [https://go.oncehub.com/BradConnors](https://go.oncehub.com/BradConnors)►For more educational tips and wisdom from iWealth:YouTube: [https://www.youtube.com/user/iWealthTV/videos](https://www.youtube.com/user/iWealthTV/videos)Facebook: [https://www.facebook.com/iWealth4me](https://www.facebook.com/iWealth4me)LinkedIn: [https://www.linkedin.com/in/bradconnors/](https://www.linkedin.com/in/bradconnors/)Podcast: [https://anchor.fm/iwealth](https://anchor.fm/iwealth)Twitter: [https://twitter.com/iWealth4me](https://twitter.com/iWealth4me)Book: [https://fishdontclap.com/#home](https://fishdontclap.com/#home)

    8 min

  2. MAR 6

    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 the numbers—it’s about the people, their dreams, and the guidance they need to pursue a more purposeful life.You'll also learn about the “For Days Coming Network”—a curated list of trusted professionals iWealth connects clients with to help them reach their goals (whether it’s estate planning, private healthcare, or planning a family trip).This episode is a quick hit of clarity and inspiration about what truly matters when it comes to financial advice.#DreamNavigator #FinancialPlanning #PurposefulLiving #BradConnors #iWealthPodcast #PlanOnPurpose #MoneyGoals #LifePlanning #ForDaysComing #HolisticFinancialAdvice---**iWealth****SUBSCRIBE**Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth provides practical thinking tools and structures which will help you achieve your biggest goals and enjoy an unparalleled quality of life.►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: [https://go.oncehub.com/BradConnors](https://go.oncehub.com/BradConnors)►For more educational tips and wisdom from iWealth:YouTube: [https://www.youtube.com/user/iWealthTV/videos](https://www.youtube.com/user/iWealthTV/videos)Facebook: [https://www.facebook.com/iWealth4me](https://www.facebook.com/iWealth4me)LinkedIn: [https://www.linkedin.com/in/bradconnors/](https://www.linkedin.com/in/bradconnors/)Podcast: [https://anchor.fm/iwealth](https://anchor.fm/iwealth)Twitter: [https://twitter.com/iWealth4me](https://twitter.com/iWealth4me)Book: [https://fishdontclap.com/#home](https://fishdontclap.com/#home)

    3 min

  3. FEB 28

    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 investing.💬 Why long-term goals beat short-term gains 💬 The danger of chasing “pretty” investments without real fundamentals 💬 How sacrifice today can fuel the future you really want 💬 Why lipstick on a pig is still…well, a pigIf you’re serious about creating lasting financial freedom, this conversation will challenge you to think bigger.#iWealthPodcast #LongTermInvesting #FinancialFreedom #ThinkLongTerm #InvestSmart #BradConnors #MegaMatt

    4 min

  4. FEB 21

    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 money can feel overwhelming.Brad shares insights from years of working with individuals in this exact position and explains the mindset shift required to move from hesitation to action. Most people, he says, are more risk-averse than they think. Even if they want their money to grow, they’re often hesitant to act—especially when the fear of loss looms large.Using a simple example—someone receiving a $100,000 inheritance—Brad walks through the real concerns people have. “What if the market drops right after I invest?” is the fear he hears most often. Matt jokes that his gut reaction would be to go to the casino, play roulette, and hope for red or black to double the money—highlighting just how uncertain investing can feel when you're not sure where to start.But here’s the key insight: statistically, you’re better off getting your money into the market as soon as possible, especially if your timeline is long-term (10+ years). Brad discusses the difference between “timing the market” and “time in the market,” a crucial concept for anyone considering when to invest. Studies consistently show that trying to perfectly time the market is nearly impossible—and missing just a few of the best days can significantly reduce your overall returns.However, Brad also acknowledges that emotional readiness matters. If a 10% dip in the market would cause panic or lead someone to pull their money out prematurely, then a dollar cost averaging strategy—investing gradually over time—might be the better choice. He emphasizes the importance of asking yourself, “If my account goes down $10,000 tomorrow, can I still sleep at night?” That answer can help determine whether you should go all in or ease in more cautiously.He also revisits the concept of using economic indicators like the investment “speedometers” discussed in previous episodes to get a visual on current market trends. These tools can help gauge whether the current environment is favorable or risky and guide your investment timing strategy.The takeaway? Don’t let fear paralyze you. Talk to an advisor, understand your risk tolerance, and make a plan. In most cases, getting your money working sooner is better than waiting for the “perfect” time—because the perfect time rarely announces itself.Whether you're sitting on extra cash from a major life event or just wondering what to do with savings that are growing stale, this episode gives you a grounded, practical way to think it through. #iWealthPodcast #BradConnors #InvestingBasics #ExtraCash #FinancialDecisions #TimeInTheMarket #WealthPlanning #DollarCostAveraging #RiskTolerance #SmartInvesting

    3 min

  5. FEB 13

    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 savers who “don’t look rich” — but the decisions they make now can dramatically shape their family’s future.Brad breaks down the biggest blind spots he sees at this level, including:✅ **Estate taxes in Minnesota** — Once you’re above certain thresholds, families can lose **10–15%** of what they’ve built simply because of where they live.✅ **Ownership structure & trusts** — How assets are titled (and whether they’re held in a trust) can change outcomes for heirs.✅ **Kids + inheritance planning** — Should children receive funds equally or equitably? And how do you prevent a large inheritance from becoming a burden instead of a blessing?✅ **Giving with the right heart** — Quiet generosity vs. social positioning, and why “check your heart at the door” matters.✅ **Tax-smart strategies** — Donor-advised funds, charitable planning, and portfolio decisions that can help reduce tax drag year after year.This conversation isn’t about showing off wealth. It’s about stewardship, intentional planning, and asking the real question: **Once you’ve built it… what’s the best way to pass it on?**If you’re a business owner, farmer, or family building meaningful net worth, this episode will help you think bigger — not just for your kids, but for your **kids’ kids**.#iWealth #FinancialPlanning #EstatePlanning #WealthManagement #Minnesota #Taxes #DonorAdvisedFund #Inheritance #GenerationalWealth #BusinessOwners**iWealth****SUBSCRIBE**Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth provides practical thinking tools and structures which will help you achieve your biggest goals and enjoy an unparalleled quality of life.►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: [https://go.oncehub.com/BradConnors](https://go.oncehub.com/BradConnors)►For more educational tips and wisdom from iWealth:YouTube: [https://www.youtube.com/user/iWealthTV/videos](https://www.youtube.com/user/iWealthTV/videos)Facebook: [https://www.facebook.com/iWealth4me](https://www.facebook.com/iWealth4me)LinkedIn: [https://www.linkedin.com/in/bradconnors/](https://www.linkedin.com/in/bradconnors/)Podcast: [https://anchor.fm/iwealth](https://anchor.fm/iwealth)Twitter: [https://twitter.com/iWealth4me](https://twitter.com/iWealth4me)Book: [https://fishdontclap.com/#home](https://fishdontclap.com/#home).

    17 min

  6. FEB 7

    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, inheriting assets, or realizing retirement is closer than you thought, these events create financial and emotional complexity that can be overwhelming without the right guidance.💬 Why crisis points are when advisors are needed most 💬 The 4 major life events that often trigger a financial pivot 💬 How a good advisor helps you make smart decisions when emotions run high 💬 Why managing complexity, not just investments, is true valueLife throws challenges. You don't have to face them alone.#iWealthPodcast #FinancialPlanning #PivotMoments #LifeTransitions #InvestSmart #BradConnors #MegaMatt #FinancialFreedom #ManagingComplexity

    4 min

  7. JAN 30

    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 largest impact yet. Watch how a simple idea grew into a $13,000 gift supporting the Waseca Area Neighborhood Service Center, powered by generosity, students, Scouts, and a shared heart for giving back.#iWealth #CommunityImpact #WasecaMN #GivingBack #ChristmasDinner #LocalSupport #NeighborsHelpingNeighbors #FaithInAction #GratitudeiWealthSUBSCRIBEEducation is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth provides practical thinking tools and structures which will help you achieve your biggest goals and enjoy an unparalleled quality of life.►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you

    1 min

  8. JAN 23

    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 simple returns by helping you ask the right questions, plan for your full financial picture, and make smarter long-term decisions.🎯 When indexing alone works—and when it falls short 🎯 Why life planning matters just as much as portfolio management 🎯 The real value an advisor brings beyond investment selection 🎯 How to know if you're truly getting what you pay forIt’s not just about the lowest cost—it’s about building a smarter, more durable financial future.#iWealthPodcast #InvestingWisely #FinancialPlanning #LongTermInvesting #FinancialFreedom #ManagedAccounts #IndexFunds #BradConnors #MegaMatt

    5 min
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About

iWealth owner Brad Connors shares insights for financial planning, insurance, and investments.

Information

  • Creator
    iWealth
  • Years Active
    2021 - 2026
  • Episodes
    300
  • Rating
    Clean
  • Copyright
    © iWealth
  • Show Website
    iWealth Podcast