Podcast
iWealth Podcast
Hosted by iWealth · EN
iWealth owner Brad Connors shares insights for financial planning, insurance, and investments.
43episodes
Episodes
Newest firstAll episodes
Stock Market Opinion
Jan 1600:12:40Tap to summarizeThe 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).
Transcribe →Can a High School Freshman Become a Successful Entrepreneur?
Jan 900:09:23Tap to summarizeCan 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
Transcribe →Inside iWealth’s Private Client Group: Planning, Gaps, and the “Who Network” for $10M+ Families
Jan 200:12:04Tap to summarizeBrad 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)
Transcribe →Practicing What You Preach: Why Brad Has a Financial Planner
Jan 24, 202500:02:34Tap to summarizeIn this episode of the iWealth Podcast, Brad Connors flips the script and answers the big question: does a financial advisor actually need their own financial advisor? Spoiler alert—he does, and for good reason! Brad shares how having his own advisor helps him stay accountable, manage his finances, and provide a safety net for his family. Learn why everyone, even financial pros, benefits from an accountability partner.
Transcribe →Top Financial Tip: Staying on Top of Your Savings
Jan 20, 202500:03:55Tap to summarizeIn this episode of the iWealth Podcast, Brad Connors shares his number one financial tip for achieving your goals: staying on top of your savings. Learn how often you should check your accounts, why the 4% rule matters, and how to plan for a secure retirement. Brad and Mega Matt also discuss how to bridge income gaps and make smart financial adjustments over time.
Transcribe →The Truth About Credit Cards: Are Airline Miles Worth It?
Jan 17, 202500:03:48Tap to summarizeIn this episode of the iWealth Podcast, Brad Connors and Mega Matt dive into the pros and pitfalls of credit cards. They discuss the allure of airline miles and reward programs, share tips on using credit cards responsibly, and explain why debt can quickly become a financial trap. Whether you're just starting out or reevaluating your financial habits, this episode offers practical advice to keep you on track.
Transcribe →The 8th Wonder of the World: Compound Interest Explained
Jan 13, 202500:03:02Tap to summarizeJoin Brad Connors and Mega Matt as they uncover the power of compound interest—dubbed the 8th Wonder of the World by none other than Albert Einstein. They share relatable stories, from the high school student who starts saving early to the client reaping massive returns in retirement. Discover why starting early and staying consistent with savings can make all the difference in your financial future.
Transcribe →Faith, Money, and the Open Hand: Lessons from the Parable of the Talents
Jan 10, 202500:04:46Tap to summarizeIn this thought-provoking episode of the iWealth Podcast, Brad Connors and Mega Matt explore the intersection of faith and finances. Using the Parable of the Talents as a starting point, they discuss whether Jesus advocated for saving, the importance of being a good steward, and how generosity can transform your relationship with money. Learn how to avoid holding on too tightly and open your hand to blessings and opportunities.
Transcribe →The Power of a Written Financial Game Plan
Jan 6, 202500:03:40Tap to summarizeIn this episode of the iWealth Podcast, Brad Connors and Mega Matt discuss the transformative power of having a written financial plan. Did you know that 77% of people with a written financial plan are more likely to achieve their goals? Whether it's planning for retirement, funding a dream vacation, or setting new priorities as life changes, writing it down can make all the difference. Learn how to make your financial plan adaptable, actionable, and aligned with your evolving goals.
Transcribe →Black Ink on White Paper: Finding Balance in Life and Finances
Jan 3, 202500:03:30Tap to summarizeIn this heartfelt episode of the iWealth Podcast, Brad Connors and Mega Matt dive into a powerful conversation sparked by a client's poignant comment: "It’s just black ink on white paper." What does it mean when our financial statements hold numbers but lack meaning? Brad shares insights on balancing the importance of saving and planning with creating meaningful experiences and cherishing moments with loved ones. Don’t let your finances become just numbers—discover how to make them work for the life you want to live.
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