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iWealth

iWealth owner Brad Connors talks about best practices.

Episodes

Total: 264

Buying a House vs. Saving

2022/5/12

Brad Connors of iWealth talks about saving at a young age. If you've got a little cash at a young ag

Brad Connors of iWealth and Matt talk a bit about how to strategically save for retirement to avoid

How should you delegate your dollars as you land a higher-paying job immediately after you graduate?

Roth Conversions

2022/5/3

What is a Roth and Roth Conversion? Brad Connors of iWealth talks a little about the strategy behind

Leaving your job for retirement, there's no do-over. You want to make sure you put your money in the

Should you be purchasing long term health care insurance or investing that cash and self-insuring? S

Brad and Matt talk about the key mistakes people in Southern Minnesota make when it comes to finance

How are you going to pay for a nursing home someday? Securities offered through LPL Financial, Membe

Do you have an archive of financial documents? Is everything in a box? Do you need a bigger box? Sec

There is so much content being served around financial planning. Who has  real experience &

If you only get one stock tip from Brad, it should be this one. Securities offered through LPL Finan

How can brokerage services charge $0 for a stock trade? Securities offered through LPL Financial, Me

You're switching jobs, what do you have to think about financially? Securities offered through LPL F

If you invested during the recession and are now experiencing profits, when should you pull that cas

Brad gives the story about how he taught his children about finances. Securities offered through LPL

Do all of the statements and numbers overwhelm you regarding your finances, maybe after a family mem

Brad talks about the opportunities that clients of iWealth have for giving. Securities offered throu

How robust is your savings/retirement plan? Securities offered through LPL Financial, Member FINRA/S

Brad talks about avoiding debt and instances when debt may or may not be okay. Securities offered th

Are you experiencing big life changes during COVID? Securities offered through LPL Financial, Member