Podcast
iWealth Podcast
Hosted by iWealth · EN
iWealth owner Brad Connors shares insights for financial planning, insurance, and investments.
29episodes
Episodes
Newest firstAll episodes
Should You Hire a Financial Advisor You Know?
6d ago00:04:22Tap to summarizeThis episode is for anyone who’s been asked to work with a financial advisor simply because you know them—through church, a bowling league, your neighborhood, or mutual friends—and you’re wondering how much weight that relationship should really carry.Brad Connors and Mega Matt dig into a question that comes up more often than people admit: *Should familiarity automatically equal trust when it comes to your money?* And just as importantly—when should it not?Brad explains why knowing someone socially can be helpful, but only if their character, behavior, and values consistently line up with yours. Over time, how someone talks about others, handles conflict, carries themselves, and lives out their values becomes a powerful indicator of how they might treat your financial life. Familiarity doesn’t create trust—patterns do.The conversation also explores the difference between hiring someone you personally know versus working with an advisor recommended by a trusted friend. In both cases, Brad emphasizes slowing the process down, asking thoughtful questions, and treating the relationship like dating—not marriage. Your life savings deserve more than a quick decision made out of social pressure or convenience.They also address a common fear: *“What if the market goes down and I’m mad at someone I know?”* Brad challenges that thinking, arguing that when markets are volatile, the person who cares most about you may actually be the best guide—not a stranger.If you’ve ever felt awkward navigating money conversations with friends, family, or referrals, this episode will help you think clearly, trust wisely, and choose an advisor based on alignment—not proximity.#iWealth #FinancialAdvisor #ChoosingAnAdvisor #MoneyConversations #WealthPlanning #TrustAndMoney #FinancialEducation**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)
Transcribe →When the Worst Happens
2w ago00:05:11Tap to summarizeWhen the worst happens, clear thinking matters more than quick decisions. In this episode of the iWealth Podcast, Brad Connors and Mega Matt talk through one of the hardest conversations in financial planning: "what to do after the loss of a spouse".This episode is for anyone who has ever wondered what actually happens—financially—when life changes in an instant. Brad explains why the **first and most important rule is to slow down**. After a major loss, emotions are high, judgment is clouded, and pressure from well-meaning people (or the wrong advisors) can lead to decisions that don’t serve you long-term.Brad walks through what a thoughtful, people-first process looks like in a worst-case scenario:• Why major decisions should usually wait at least 12 months• What accounts need immediate attention—and which ones don’t• How beneficiaries, joint accounts, IRAs, and bank relationships are handled• Why “doing nothing” for a season can be the wisest move• Red flags to watch for if an advisor is pushing fast changes or account movesThis conversation isn’t about spreadsheets first—it’s about **grief, timing, and clarity**. Brad shares real-world experience from decades of helping families navigate loss, and why the best advisors prioritize the person before the portfolio.If you or someone you love has experienced loss—or if you simply want to understand how to plan wisely for life’s hardest moments—this episode offers grounded guidance, practical insight, and a steady voice when it matters most.#iWealth #FinancialPlanning #WidowSupport #LifeTransitions #MoneyDecisions #GriefAndPlanning #FamilyFirst #LongTermThinking**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)
Transcribe →The Advisor “Smell Test"
3w ago00:08:41Tap to summarizeThis episode is for anyone trying to choose a financial advisor—and feeling overwhelmed by credentials, promises, and opinions. If you’ve ever wondered who you can actually trust with your life savings, this conversation will help you cut through the noise.Brad Connors explains why picking a financial advisor has less to do with guarantees or flashy performance and more to do with character, connection, and asking the right questions early. Together with Mega Matt, he walks through how to evaluate advisors before money is ever discussed—and why your gut instinct matters more than most people realize.They unpack what it really means for an advisor to be a fiduciary, why “Can you make me money?” is the wrong opening question, and how to spot red flags in the very first meeting. Brad shares practical insights on what to look for in an advisor’s office, how they ask questions, and whether they’re focused on understanding *you* or simply talking about themselves.The conversation also covers why financial planning should be part of the first discussion—not just investments—and how topics like wills, beneficiaries, healthcare directives, and Social Security timing reveal whether an advisor thinks holistically.Brad compares choosing an advisor to dating: you should talk to two or three, pay attention to how you feel, and only move forward when the fit feels right. The goal isn’t to find the smartest person in the room—it’s to find someone you’d trust to take care of your family if you weren’t here.If you’re in the process of choosing a financial advisor, this episode will help you approach that decision with clarity, confidence, and intention.#iWealth #FinancialAdvisor #FinancialPlanning #WealthEducation #MoneyConversations #ChoosingAnAdvisor #Fiduciary**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)
Transcribe →How to Choose the Right Financial Advisor
4w ago00:08:41Tap to summarizeChoosing a financial advisor can feel overwhelming. Everyone seems to “have a guy,” everyone promises results, and everyone sounds confident. So how do you actually know who to trust?In this episode of the iWealth Podcast, Brad Connors and Mega Matt break down what really matters when selecting a financial advisor—and it has far less to do with guarantees or credentials than most people think.Brad explains why the first filter should always be character and connection, not just performance claims. From understanding what a fiduciary really is, to recognizing red flags in the first meeting, this conversation walks through the questions people should be asking—but often don’t.They talk about:Why “Can you make me money?” is the wrong first questionThe importance of empathy, intuition, and what Brad calls the “smell test”How to tell if an advisor is listening to you—or just talking about themselvesWhy planning conversations matter just as much as investmentsWhen referrals help—and when you should still shop aroundThis episode reframes the advisor-client relationship as something closer to dating than hiring a vendor. You’re not just choosing someone to manage numbers—you’re choosing someone who may one day guide your family through major life events.If you’ve ever wondered how to evaluate financial advisors beyond titles, performance charts, and buzzwords, this conversation offers a grounded, real-world framework to help you choose with clarity and confidence.#iWealth #FinancialAdvisor #FinancialPlanning #WealthEducation #ChoosingAnAdvisor #MoneyDecisions
Transcribe →What Is Your Lifetime Plan Score—and Why It Matters More Than Your Returns
Apr 1000:03:38Tap to summarizeWhat if you could actually see how complete your financial life is—not just how your investments are performing?In this episode of the iWealth Podcast, Brad Connors and Mega Matt break down one of iWealth’s most practical planning tools: the Lifetime Plan Score. This score is part of the FDC Plan on Purpose system and gives clients a clear, visual way to track progress across their entire financial picture—not just account balances.Brad explains how the Lifetime Plan Score works like a real-world report card. It looks at things many people put off or forget altogether: beneficiary reviews, wills, powers of attorney, healthcare directives, tax planning, Social Security decisions, and long-term planning conversations that take years—not minutes—to work through.Rather than chasing quick fixes or one-time checklists, the score shows steady progress over time. As planning items are reviewed, updated, and revisited, the score moves. And because life changes, the score is designed to evolve—reminding clients that good planning is ongoing, not something you “finish.”This episode is especially helpful if you’ve ever wondered:“How do I know if my plan is actually complete?”“Who’s checking the details I don’t think about every day?”“What happens if something unexpected occurs?”If you want a clearer view of where you stand—and where gaps may still exist—this conversation will give you a helpful framework for thinking beyond investments and toward a more intentional, well-coordinated plan.#iWealth #FinancialPlanning #PlanOnPurpose #LifetimePlanScore #HolisticPlanning #WealthEducation
Transcribe →Accountability Over Investments
Apr 300:03:22Tap to summarizeIf you’ve ever wondered why one financial advisor is really any different from another, this episode is for you.Most firms talk about products, performance, or “secret strategies.”Brad Connors explains why that’s not what actually moves the needle.In this episode of the iWealth Podcast, Brad and Mega Matt break down why accountability—not flashy investments—is the real difference at iWealth. Brad shares how iWealth goes deeper than traditional financial conversations by asking questions many advisors never bring up—and then helping clients follow through.From digital assets and passwords to family meetings to what happens to land, businesses, and relationships when you’re no longer here, this conversation highlights how planning is about far more than portfolios. It’s about identifying gaps—areas that may be overlooked, unspoken, or unclear—and then simplifying the path forward.Brad explains why iWealth doesn’t claim to have “magic investments” or hot trends. Instead, the focus is on aligning money with timelines, goals, and real-life decisions. What you’re doing with money three years from now shouldn’t look the same as what you’re doing thirty years from now—and accountability helps keep those decisions intentional.If you’re looking for an advisor who will roll up their sleeves, ask the hard questions, and help bring clarity to complex decisions, this episode offers a clear look into the iWealth philosophy.Watch now to understand **why deeper planning beats surface-level advice**—and why accountability changes everything.#iWealth #FinancialPlanning #Accountability #HolisticPlanning #FamilyPlanning #WealthConversations #IntentionalPlanning**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)
Transcribe →Aligning Values
Mar 2700:06:27Tap to summarizeIf you’re a business owner, leader, or professional who cares about culture, trust, and alignment, this episode is for you.Too many companies talk about core values—but never actually live them.In this conversation, Brad explains what happens when values come **off the wall and onto the field.In this episode of the iWealth Podcast, Brad Connors and Mega Matt unpack how core values shape hiring, leadership, client relationships, and long-term culture** at iWealth. They discuss why values that only exist on a plaque don’t matter—and how intentional systems turn values into daily behavior.Brad shares iWealth’s core values—hardworking, trustworthy, client-centered, and servant-hearted—and explains how they’re reinforced through hiring scorecards, quarterly reviews, leadership feedback, and client relationships. These aren’t marketing words. They’re standards that guide decisions, protect the team, and define who belongs—and who doesn’t.This episode also tackles the hard question many leaders avoid:What happens when an employee or client no longer aligns with your values?Brad explains why protecting the team matters more than keeping the wrong client, how values create natural accountability, and why alignment over time builds something stronger than a business—a **tribe**.If you’re thinking about your own core values, rebuilding culture, or making sure your professional relationships actually reflect what you believe, this episode offers practical insight and real-world perspective.**Watch now** if you want values that actually guide decisions—not just decorate the office.#iWealth #CoreValues #LeadershipCulture #BusinessValues #IntentionalLeadership #CompanyCulture #ServantLeadership #EOS #Traction**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)
Transcribe →2026 Market Outlook: What 2025 Taught Us & What Investors Should Expect Next
Mar 2000:16:44Tap to summarizeOn this episode of the iWealth Podcast, Brad Connors is joined by advisors Shawn Pomeroy and JP to break down what really happened in the markets last year and what investors should be paying attention to as 2026 begins.They discuss:• U.S. stock, international, and emerging market performance• Why bonds and munis quietly had a strong year• What volatility actually means for long-term plans• The difference between news cycles and financial reality• Why diversification still matters—especially after strong returns• How AI, earnings growth, and interest rates may influence markets ahead• The importance of planning for retirement *before* the retirement date arrivesThe conversation also highlights why emotional decision-making is often the biggest risk to long-term outcomes—and how thoughtful planning helps people stay disciplined when markets pull back.#iWealth #MarketUpdate #FinancialPlanning #InvestingEducation #MarketVolatility #RetirementPlanning #WealthStrategy #EconomicOutlook #LongTermThinking**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)
Transcribe →Dusty Bibles
Mar 1300:07:36Tap to summarizeWhen 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)
Transcribe →What’s a Dream Navigator? | Brad Connors Shares the Role Behind the Title
Mar 600:02:43Tap to summarizeWhat 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)
Transcribe →