Podcast
iWealth Podcast
Hosted by iWealth · EN
iWealth owner Brad Connors shares insights for financial planning, insurance, and investments.
43episodes
Episodes
Newest firstAll episodes
How to Retire Early: Tips and Realities from the iWealth Team
Dec 20, 202400:04:41Tap to summarizeIn this episode of the iWealth Podcast, Brad Connors, Shawn Pomeroy, and JP Eykyn discuss the topic of early retirement and what it really takes to achieve it. From the importance of saving early and avoiding debt to understanding the implications of early withdrawals and taxes, they provide practical advice for those considering an early exit from the workforce. They also explore why some people who achieve financial independence choose to keep working and how having a purpose and a plan is essential. Tune in for valuable insights on how to retire early—or decide if it's the right move for you. #iWealthPodcast #EarlyRetirement #FinancialPlanning #RetireEarly #InvestmentAdvice #FinancialIndependence #SaveSmart #WealthManagement
Transcribe →Rebalancing Your Portfolio: Why It’s as Essential as Pizza Variety
Dec 13, 202400:06:33Tap to summarizeIn this episode of the iWealth Podcast, Brad Connors, Shawn Pomeroy, and JP Eykyn use a fun pizza analogy to explain the concept of rebalancing your investment portfolio. They discuss why it's essential to periodically rebalance, how it works in practice, and the common mistakes investors make when they let their portfolios become too heavily weighted in one area. Whether you're new to investing or just need a refresher, this episode provides practical tips for keeping your investments diversified and aligned with your goals. #iWealthPodcast #InvestmentStrategy #PortfolioRebalancing #Diversification #FinancialPlanning #Investing101 #SmartInvesting #WealthManagement
Transcribe →Why Tax Planning is Critical: Insights from the iWealth Team
Dec 11, 202400:06:43Tap to summarizeIn this episode of the iWealth Podcast, Brad Connors, Shawn Pomeroy, and JP Eykyn discuss the importance of tax planning for both income and estate taxes. They dive into why financial advisors ask for tax returns, how they use software to analyze and optimize future tax strategies, and the critical role these insights play in planning for retirement. The team also covers the often-overlooked aspect of estate taxes and why it’s vital to review and update estate documents as your net worth changes. Whether you're preparing for retirement or managing a large estate, this episode provides valuable advice for minimizing taxes and securing your financial future. #iWealthPodcast #TaxPlanning #EstatePlanning #RetirementStrategy #FinancialAdvice #InvestmentPlanning #TaxOptimization #WealthManagement
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