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iWealth

iWealth owner Brad Connors talks about best practices.

Episodes

Total: 264

There's a lot of different family dynamics going on when children don't leave the nest. The "right a

If it's too good to be true, it probably is. Tips and tricks to make good decisions with your money.

How you invest will differ depending on where you are at in life. Brad  and Matt talk about the

Over the last 25 years we've looked at different money management techniques, and here's the takeawa

www.iWealth4me.com Securities offered through LPL Financial, Member FINRA/SIPC. Investment advi

Don't put all your eggs in one basket, but what baskets should your eggs be in? Securities offered t

Naming buckets.

2021/10/25

Some buckets already have names, but if you want to be intentional with your money you need to be sp

The current tax bracket is 36%, it could be higher in the future. Should  you be deferring taxe

The markets start to drop, what do you do? Brad may not have all the answers, but he has the questio

How much do you need in your emergency fund? Should you put that money to work in other locations? S

Financial advisors are good, but it's important to have follow through. A  Financial Accountabi

Having a financial advisor can be extremely beneficial, but also a  little daunting. Brad expla

Should you take all of your money out of the stock market and put it in bonds instead? Securities o

If you've had a big life event it might be time to have someone help look over your finances. www.iW

As a business owner, you need to make sure you spend time working on your business to make sure you'

Today we're talking about Life Insurance. www.iWealth4me.com Securities offered through LPL Financia

Training children to use money wisely. www.iWealth4me.com Securities offered through LPL Financial,

Digital money can be difficult to teach. Even for adults. Brad gives advice on how to train children

Teaching your children good habits for money management is huge. www.iWealth4me.com Securities offer

Does your child have a Roth IRA? www.iWealth4me.com Securities offered through LPL Financial, Member