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iWealthTV
เข้าร่วมเมื่อ 15 ก.ค. 2010
Education is first! At iWealth we are dedicated to serving clients and helping them reach their dreams.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through iWealth Financial, LLC, a Registered Investment Advisor. iWealth Financial, LLC, and iWealth are separate entities from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘Links’ section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
For a list of states in which I am registered to do business, please visit www.iWealth4me.com.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through iWealth Financial, LLC, a Registered Investment Advisor. iWealth Financial, LLC, and iWealth are separate entities from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘Links’ section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
For a list of states in which I am registered to do business, please visit www.iWealth4me.com.
Faith, Money, and the Open Hand: Lessons from the Parable of the Talents
In 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.
มุมมอง: 9
วีดีโอ
The Power of a Written Financial Game Plan
มุมมอง 112 ชั่วโมงที่ผ่านมา
In 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 h...
Black Ink on White Paper: Finding Balance in Life and Finances
มุมมอง 1019 ชั่วโมงที่ผ่านมา
In 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 momen...
Waseca Area Neighborhood Service Center - Food Drive 2024
มุมมอง 2921 วันที่ผ่านมา
Join us as we celebrate the heartwarming impact of the 15th annual iWealth Holiday Food Basket program! On December 4, iWealth proudly presented a check for $11,725 to the Waseca Area Neighborhood Service Center (WANSC), thanks to the incredible generosity of our clients, business partners, community members, and team. Watch as iWealth team members, alongside local students, pack and distribute...
Understanding Taxes and Estate Planning: Key Strategies for Your Future
มุมมอง 42 หลายเดือนก่อน
In 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 as...
How to Retire Early: Tips and Realities from the iWealth Team
มุมมอง 62 หลายเดือนก่อน
In this episode of the iWealth Podcast, Brad Connor, Sean 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...
Investment Rebalancing Explained: Keeping Your Portfolio in Check
มุมมอง 72 หลายเดือนก่อน
In this episode of the iWealth Podcast, Brad Connor, Sean 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 ...
Why Millennials Regret Inheritance Decisions: Advice for Getting It Right
มุมมอง 212 หลายเดือนก่อน
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...
Q3 2024 Market Update: What to Expect in the Final Quarter
มุมมอง 382 หลายเดือนก่อน
Q3 2024 Market Update: What to Expect in the Final Quarter
Is Your Investment Strategy as Healthy as Your Lifestyle?
มุมมอง 32 หลายเดือนก่อน
Is Your Investment Strategy as Healthy as Your Lifestyle?
Inside iWealth: The Power of Teamwork and Client-Focused Planning
มุมมอง 52 หลายเดือนก่อน
Inside iWealth: The Power of Teamwork and Client-Focused Planning
JP Eykyn’s Story: From High School Sports to Financial Advisory Success
มุมมอง 302 หลายเดือนก่อน
JP Eykyn’s Story: From High School Sports to Financial Advisory Success
Spreading Holiday Cheer: iWealth’s 14-Year Tradition of Giving
มุมมอง 212 หลายเดือนก่อน
Spreading Holiday Cheer: iWealth’s 14-Year Tradition of Giving
iWealth’s 30-Year Legacy: Honoring Our Clients and Community
มุมมอง 202 หลายเดือนก่อน
iWealth’s 30-Year Legacy: Honoring Our Clients and Community
The Psychological Shift of Retirement: Managing the Transition
มุมมอง 72 หลายเดือนก่อน
The Psychological Shift of Retirement: Managing the Transition
When the Stock Market Drops 1,000 Points
มุมมอง 1825 หลายเดือนก่อน
When the Stock Market Drops 1,000 Points
The Importance of Financial Second Opinions
มุมมอง 45 หลายเดือนก่อน
The Importance of Financial Second Opinions
Exploring AI's Impact: Insights from the iWealth Podcast
มุมมอง 176 หลายเดือนก่อน
Exploring AI's Impact: Insights from the iWealth Podcast
Navigating Cybersecurity in Financial Management
มุมมอง 636 หลายเดือนก่อน
Navigating Cybersecurity in Financial Management
Exploring AI's Impact: Insights from the iWealth Podcast
มุมมอง 26 หลายเดือนก่อน
Exploring AI's Impact: Insights from the iWealth Podcast
The Power of Holistic Financial Planning
มุมมอง 898 หลายเดือนก่อน
The Power of Holistic Financial Planning
Navigating the Bitcoin Craze: Insights from the iWealth Podcast
มุมมอง 19 หลายเดือนก่อน
Navigating the Bitcoin Craze: Insights from the iWealth Podcast
Managing Rash Financial Decisions: A Guide to Avoiding Impulse Investments
มุมมอง 19 หลายเดือนก่อน
Managing Rash Financial Decisions: A Guide to Avoiding Impulse Investments
Balancing College Savings and Retirement: How to Prioritize Financial Goals
มุมมอง 199 หลายเดือนก่อน
Balancing College Savings and Retirement: How to Prioritize Financial Goals
Top 3 Financial Tools for Advisors That Will Transform Your Practice
มุมมอง 99 หลายเดือนก่อน
Top 3 Financial Tools for Advisors That Will Transform Your Practice