iWealth Podcast

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

  1. 2D AGO

    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

  2. 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

  3. 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

  4. 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

  5. JAN 16

    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 more hidden concentration risk than most investors realize.Brad shares what he’s hearing from portfolio managers and economists, why keeping a pulse on younger investors matters (Robinhood, Reddit chatter, and quick-trade culture), and how Bitcoin and the NASDAQ have started to move together at times—raising important questions about risk, sentiment, and where shockwaves could come from if crypto takes a major hit.Then the big conversation: **S&P 500 concentration.** Brad explains the difference between the traditional market-cap weighted S&P 500 and the equal-weighted version—and why the current market is historically top-heavy. When **40% of the S&P 500 is concentrated in the top 10 stocks (mostly tech)**, many investors may be more exposed than they realize.They also touch on:* The likelihood (or not) of a recession next year* Why volatility isn’t “bad” (and how pullbacks can create opportunity)* Real estate: strong locally, but major questions in big-city office markets* Why diversification still wins… even when leadership rotatesIf you’ve been riding this market higher, this is your reminder: know what you own, stay balanced, and don’t let headlines dictate long-term decisions.#iWealth #Investing #SP500 #StockMarket #Diversification #Bitcoin #Markets #FinancialPlanning #WealthManagement #Volatility**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).

    13 min

  6. JAN 9

    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 encouraged this young entrepreneur to think bigger, chase real-world opportunities, and focus on solving problems rather than just chasing quick wins.💡 Lessons on entrepreneurship💡 Why thinking long-term matters💡 How identifying "friction" can lead to your next big idea💡 Why finishing school still matters—and how to do it your own wayThis episode is a must-watch for parents, students, and anyone passionate about building a meaningful future.#iWealthPodcast #Entrepreneurship #FinancialFreedom #ThinkBigger #YoungEntrepreneur #Mentorship #SolveFriction #BradConnors #MegaMatt

    9 min

  7. JAN 2

    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 people*—quickly and intentionally.You’ll hear how the **For Days Coming Network** works: a curated circle of vetted specialists (healthcare advocates, estate attorneys, executive search firms, private aviation contacts, and more). Instead of spending months searching, clients are introduced to **three trusted options**, saving time and reducing stress—without revenue sharing or hidden incentives.Brad also shares why the financial advisor often becomes the **quarterback**—coordinating CPAs, attorneys, and insurance professionals—while helping families plan for generational impact, not just returns. From family meetings to healthcare decisions, this is about using resources wisely to move to the front of the line when it matters.If you’ve built significant wealth and want substance—not buzzwords—this episode explains what thoughtful, coordinated planning really looks like.private client group, high net worth planning, $10 million net worth, family office services, wealth gaps, estate planning coordination, healthcare advocacy, executive search, generational wealth, iWealth podcast, Brad Connors---**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 attain 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)

    12 min

  8. 12/26/2025

    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 intentionality. Rather than letting money sit in one big account or just "hoping it all works out," the iBuckets system gives every dollar a job. Whether it’s retirement, travel, college, or even a bucket for future vehicle purchases—each bucket represents a future goal and has an investment strategy that matches the timing and risk tolerance of that goal.Matt jumps in with his take, describing iBuckets as money earmarked for future intentions. Even if the money isn’t saved yet, naming the bucket sets a vision in motion. It’s a mindset shift—from vague savings to targeted financial progress.Brad shares a story that sparked the idea years ago: a couple had enough money for their 50th wedding anniversary trip, but since all their money was tied up in the market (and the market was down in 2009), the husband didn’t want to “lose” any by selling. The solution? Have designated accounts for specific goals that are not subject to market volatility—so you can spend confidently when the time comes.From there, Brad and Matt walk through common iBuckets people use:Retirement Bucket (like your 401(k))Wedding Bucket for kids or grandkidsCollege SavingsHealth Savings Account (HSA)Travel Bucket (even broken down by destination!)Long-Term Care or InsuranceVehicle BucketEven a Starbucks Bucket for everyday spending prioritiesThe key takeaway? Once you’ve identified what’s important to you, you can align your savings and investments to those specific goals. But more importantly, Brad emphasizes matching risk to timing. A bucket meant to be spent next year shouldn't be invested like a 30-year retirement account.Another great tip: name your buckets. When your statement arrives and you see “European Travel Fund” or “Grace’s College,” it keeps you connected to your goals. You’re no longer just saving—you’re actively tracking progress toward something meaningful.The iBuckets system makes financial planning feel less overwhelming and more empowering. It allows you to make progress toward multiple goals at once, without compromising your long-term vision. And when your goals shift or you reach them? You just reassign the funds or start a new bucket.Whether you’re just starting out or are decades into your financial journey, this episode will help you rethink how you save, invest, and plan with purpose.📲 Hashtags:#iWealthPodcast #FinancialGoals #GoalBasedPlanning #SmartSaving #MoneyMindset #InvestWithPurpose #FinancialClarity #iBuckets

    4 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
    296
  • Rating
    Clean
  • Copyright
    © iWealth
  • Show Website
    iWealth Podcast