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 way
This 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
In today’s iWealth Podcast, Brad Connors and Mega Matt dive into a powerful update: the evolution of the iWealth Foundation and the real-world impact it's making.
Learn how iWealth’s commitment to giving—donating 1% of net revenues each quarter—has grown even stronger through a partnership with the Waseca Area Foundation. From supporting local nonprofits like Bethlehem Inn to inspiring a team culture built on service, the ripple effects are real.
💡 How donor-advised funds can amplify giving 💡 Why giving today and planning for the future matters 💡 The joy of linking business success to community support
A business that gives is a business that grows more than profits—it grows people.
#iWealthPodcast #iWealthFoundation #GivingBack #CommunityImpact #WasecaAreaFoundation #BethlehemInn #BusinessForGood #BradConnors #MegaMatt
Are index funds the easy button for investing—or is there a deeper reason to work with a financial advisor? Brad Connors and Mega Matt break it down on today’s iWealth Podcast.
Learn how managed accounts add value beyond simple returns by helping you ask the right questions, plan for your full financial picture, and make smarter long-term decisions.
🎯 When indexing alone works—and when it falls short 🎯 Why life planning matters just as much as portfolio management 🎯 The real value an advisor brings beyond investment selection 🎯 How to know if you're truly getting what you pay for
It’s not just about the lowest cost—it’s about building a smarter, more durable financial future.
#iWealthPodcast #InvestingWisely #FinancialPlanning #LongTermInvesting #FinancialFreedom #ManagedAccounts #IndexFunds #BradConnors #MegaMatt
In this episode of the iWealth Podcast, Brad Connors and Mega Matt tackle a growing question: Can AI fully replace financial advisors?
They dig into why AI often delivers the "average" answer—and why being above average in your financial life requires real-world expertise, customized questions, and personal guidance.
💡 Why AI is great for the first 80%—but not the final 20% 💡 The hidden value of asking the right questions 💡 How human advisors, CPAs, and attorneys deliver value beyond basic tasks 💡 Why average isn’t the goal—and never should be
If you want more than just "good enough," this episode is for you.
#iWealthPodcast #FinancialPlanning #AIandFinance #AboveAverage #FinancialFreedom #ThinkBigger #BradConnors #MegaMatt
In this episode of the iWealth Podcast, Brad Connors and Mega Matt talk about those critical pivot moments—when life suddenly feels too much to manage alone.
Whether it’s losing a loved one, going through a divorce, inheriting assets, or realizing retirement is closer than you thought, these events create financial and emotional complexity that can be overwhelming without the right guidance.
💬 Why crisis points are when advisors are needed most 💬 The 4 major life events that often trigger a financial pivot 💬 How a good advisor helps you make smart decisions when emotions run high 💬 Why managing complexity, not just investments, is true value
Life throws challenges. You don't have to face them alone.
#iWealthPodcast #FinancialPlanning #PivotMoments #LifeTransitions #InvestSmart #BradConnors #MegaMatt #FinancialFreedom #ManagingComplexity
In this episode of the iWealth Podcast, Brad Connors and Mega Matt explore the real numbers behind long-term investing: gold, real estate, and stocks.
They break down the historical returns, the myths about gold’s “steady value,” and why diversification is good—but discipline matters even more.
💬 How gold, real estate, and stocks have performed since 1990 💬 Why the stock market continues to outpace other assets long-term 💬 How to think about diversification—and when it makes sense 💬 Why perspective (not panic) leads to better financial decisions
Spoiler alert: hiding money under your mattress isn’t the winning strategy!
#iWealthPodcast #InvestingWisely #LongTermInvesting #FinancialFreedom #GoldVsStocks #InvestmentStrategy #BradConnors #MegaMatt
Are you chasing quick wins—or building something that lasts?
In today’s iWealth Podcast, Brad Connors and Mega Matt have a fun (but deep) conversation about the difference between focusing on short-term flash and long-term substance—both in life and in investing.
💬 Why long-term goals beat short-term gains 💬 The danger of chasing “pretty” investments without real fundamentals 💬 How sacrifice today can fuel the future you really want 💬 Why lipstick on a pig is still…well, a pig
If you’re serious about creating lasting financial freedom, this conversation will challenge you to think bigger.
#iWealthPodcast #LongTermInvesting #FinancialFreedom #ThinkLongTerm #InvestSmart #BradConnors #MegaMatt
In this episode of the iWealth Podcast, Brad Connors and Mega Matt dive into iWealth’s signature client journey—the iPath. Designed to simplify the complex world of financial planning, the iPath is an eight-step process that helps individuals and families align their money with their most important goals.
Brad explains that the iPath was created out of necessity. Clients often ask, “What do you actually do?” or “How are you different from other advisors?” The iPath answers those questions with clarity, structure, and purpose. Instead of offering vague promises or focusing only on investment returns, iWealth walks clients through a repeatable framework that uncovers goals, identifies opportunities, and builds a tailored plan.
iDiscussion – The journey starts with a meaningful conversation around your hopes, dreams, fears, and goals. It’s not about the size of your account—it’s about what matters most in your life.
iInventory – Using a Life Planning Guide, Brad and the team help you take stock of everything—accounts, policies, income streams, legal documents, and more—so you know where you stand.
iGaps – This stage identifies the blind spots. Whether it's beneficiary designations that don’t match your will, missed Roth conversion opportunities, or tax inefficiencies, iWealth surfaces the issues before they become problems.
iSolutions – For every gap identified, there's a potential solution. This step is about clearly outlining the recommended fixes and strategies that move your plan forward.
iDiscover – Here’s where the journey becomes personal and practical. Using the FDC “Plan on Purpose” tool, iWealth calculates a Lifetime Plan Score—a measurable number that grows over time as you address key planning areas.
iTrack (iTRA) – Clients get access to iTRA, a secure digital dashboard that functions as a living balance sheet. Log in anytime to see your assets, liabilities, and progress—all in one place.
iValue – This step centers on investments, but through a fiduciary lens. With no commissions and a long-term relationship mindset, the iWealth team works to align your investment strategy with your plan—not the other way around.
iFirst – Inspired by the Golden Rule, this final step is about client service and ongoing stewardship. Treat others how they want to be treated—and always put the client first.
Brad emphasizes that the iPath is about consistency, not perfection. It’s not about having the best mutual funds or claiming to be the smartest person in the room. Instead, it’s about delivering value through clarity, organization, and a long-term commitment to helping clients live out their dreams—intentionally.
Whether you’re approaching retirement, building wealth, or just trying to get financially organized, this episode gives a behind-the-scenes look at how iWealth guides clients through the process—step by step.
Here’s a breakdown of the 8 iPath steps:📲 Hashtags: #iWealthPodcast #iPath #FinancialPlanning #FiduciaryAdvisor #RetirementPlanning #WealthManagement #PlanOnPurpose #MoneyMindset
In this episode of the iWealth Podcast, Brad Connors and Mega Matt unpack a simple but powerful concept: iBuckets. What are iBuckets? In short, they’re a structured, goal-based system for organizing your money based on what matters most to you.
Brad explains that iBuckets are all about intentionality. Rather than letting money sit in one big account or just "hoping it all works out," the iBuckets system gives every dollar a job. Whether it’s retirement, travel, college, or even a bucket for future vehicle purchases—each bucket represents a future goal and has an investment strategy that matches the timing and risk tolerance of that goal.
Matt jumps in with his take, describing iBuckets as money earmarked for future intentions. Even if the money isn’t saved yet, naming the bucket sets a vision in motion. It’s a mindset shift—from vague savings to targeted financial progress.
Brad shares a story that sparked the idea years ago: a couple had enough money for their 50th wedding anniversary trip, but since all their money was tied up in the market (and the market was down in 2009), the husband didn’t want to “lose” any by selling. The solution? Have designated accounts for specific goals that are not subject to market volatility—so you can spend confidently when the time comes.
From there, Brad and Matt walk through common iBuckets people use:
Retirement Bucket (like your 401(k))
Wedding Bucket for kids or grandkids
College Savings
Health Savings Account (HSA)
Travel Bucket (even broken down by destination!)
Long-Term Care or Insurance
Vehicle Bucket
Even a Starbucks Bucket for everyday spending priorities
The key takeaway? Once you’ve identified what’s important to you, you can align your savings and investments to those specific goals. But more importantly, Brad emphasizes matching risk to timing. A bucket meant to be spent next year shouldn't be invested like a 30-year retirement account.
Another great tip: name your buckets. When your statement arrives and you see “European Travel Fund” or “Grace’s College,” it keeps you connected to your goals. You’re no longer just saving—you’re actively tracking progress toward something meaningful.
The iBuckets system makes financial planning feel less overwhelming and more empowering. It allows you to make progress toward multiple goals at once, without compromising your long-term vision. And when your goals shift or you reach them? You just reassign the funds or start a new bucket.
Whether you’re just starting out or are decades into your financial journey, this episode will help you rethink how you save, invest, and plan with purpose.
📲 Hashtags: #iWealthPodcast #FinancialGoals #GoalBasedPlanning #SmartSaving #MoneyMindset #InvestWithPurpose #FinancialClarity #iBuckets
In this episode of the iWealth Podcast, Brad Connors sits down with Matt to unpack one of the biggest (and often overlooked) financial questions for business owners: What is your business actually worth—and will that be enough to support your lifestyle when you exit?
Brad kicks off the conversation by introducing two common valuation methods—EBITDA multiples and revenue-based valuation. For business owners nearing the end of their journey or even just starting to plan their exit, understanding these calculations can be crucial. EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) is the industry-standard way many businesses are valued, particularly when selling to outside buyers or private equity. But it’s not the only method. Some industries and companies may be valued using top-line revenue with a multiple—especially if EBITDA isn’t the clearest indicator of value in their business model.
But as Brad and Matt point out, valuation alone isn’t the full picture. That’s where the wealth gap comes in.
The wealth gap is the difference between what your business (and assets) are worth and what you actually need to maintain your lifestyle after you sell or retire. Brad shares how business owners often overestimate how far the proceeds from selling their company will go. He walks through a common example: if you need $100,000/year to support your post-business lifestyle and apply the 4% rule, you’ll need around $2.5 million saved. If your business is worth $2 million and you’ve got $250K saved elsewhere, you’re short—and that’s your wealth gap.
Matt brings a more personal perspective. For him, it’s not just about EBITDA or revenue—it’s about how much his wife spends (a relatable benchmark for many couples!). Jokes aside, it illustrates how important it is to connect business valuation with real-world spending. Retirement isn’t just a number—it’s your lifestyle, your hobbies, your travel, and your future healthcare costs.
Brad urges business owners to plan ahead, not wait until the sale is imminent. Whether you plan to sell your company to an outsider, pass it on to family, or just slowly exit over time, you’ll do yourself a favor by understanding the valuation process early—and more importantly, how it ties into your personal financial needs.
They also touch on other common realities like “taking chips off the table” to reduce risk, the emotional attachment to your business, and the fact that whether you’re ready or not, every business owner exits someday—through sale, transition, or death.
This episode is a must-listen for entrepreneurs who haven’t done the math—or are nervous about what they’ll find when they do. Brad and Matt make the complex feel more approachable, bringing insight, humor, and encouragement to a topic that’s often avoided.
📲 Hashtags: #iWealthPodcast #BusinessOwner #ExitPlanning #EBITDA #WealthGap #EntrepreneurFinance #RetirementPlanning #FinancialFreedom #BusinessValuation
In this episode of the iWealth Podcast, Brad Connors and Matt dig into one of the most common financial questions people face: “I have some extra cash—what should I do with it?” Whether it’s an inheritance, a recent business sale, or savings you’ve built up, knowing when and how to invest that money can feel overwhelming.
Brad shares insights from years of working with individuals in this exact position and explains the mindset shift required to move from hesitation to action. Most people, he says, are more risk-averse than they think. Even if they want their money to grow, they’re often hesitant to act—especially when the fear of loss looms large.
Using a simple example—someone receiving a $100,000 inheritance—Brad walks through the real concerns people have. “What if the market drops right after I invest?” is the fear he hears most often. Matt jokes that his gut reaction would be to go to the casino, play roulette, and hope for red or black to double the money—highlighting just how uncertain investing can feel when you're not sure where to start.
But here’s the key insight: statistically, you’re better off getting your money into the market as soon as possible, especially if your timeline is long-term (10+ years). Brad discusses the difference between “timing the market” and “time in the market,” a crucial concept for anyone considering when to invest. Studies consistently show that trying to perfectly time the market is nearly impossible—and missing just a few of the best days can significantly reduce your overall returns.
However, Brad also acknowledges that emotional readiness matters. If a 10% dip in the market would cause panic or lead someone to pull their money out prematurely, then a dollar cost averaging strategy—investing gradually over time—might be the better choice. He emphasizes the importance of asking yourself, “If my account goes down $10,000 tomorrow, can I still sleep at night?” That answer can help determine whether you should go all in or ease in more cautiously.
He also revisits the concept of using economic indicators like the investment “speedometers” discussed in previous episodes to get a visual on current market trends. These tools can help gauge whether the current environment is favorable or risky and guide your investment timing strategy.
The takeaway? Don’t let fear paralyze you. Talk to an advisor, understand your risk tolerance, and make a plan. In most cases, getting your money working sooner is better than waiting for the “perfect” time—because the perfect time rarely announces itself.
Whether you're sitting on extra cash from a major life event or just wondering what to do with savings that are growing stale, this episode gives you a grounded, practical way to think it through.
Hashtags: #iWealthPodcast #BradConnors #InvestingBasics #ExtraCash #FinancialDecisions #TimeInTheMarket #WealthPlanning #DollarCostAveraging #RiskTolerance #SmartInvesting
In this episode of the iWealth Podcast, Brad Connors shares a fascinating analogy between trees and investments. Just as trees grow stronger with wind, your portfolio becomes more resilient through market volatility. Learn how to embrace the ups and downs of the market, leverage an "opportunity bucket," and use dollar-cost averaging to take advantage of lower prices during downturns. Discover how market challenges can become opportunities for long-term growth.
#InvestingTips #MarketVolatility #FinancialGrowth #iWealthPodcast #DollarCostAveraging #LongTermInvesting #WealthManagement #OpportunityBucket #FinancialResilience
In this episode of the iWealth Podcast, Brad Connors and "Mega" Matt flip the script by diving into a real-world question posed by a newlywed couple: Should we travel now or wait until we’re closer to retirement? It’s a classic debate—do you hustle and grind while you're young, saving every penny for the future? Or should you take time now to create experiences and make memories, even if it means pulling back slightly on your financial ambitions?
Brad shares the original question he received from a young husband who wanted to focus on working hard, saving, and delaying gratification. Meanwhile, his new wife believed in traveling and creating shared experiences early on in their marriage. Brad’s advice? You’re both right. There’s value in hard work and building a strong financial foundation—but also in taking the time to live your life and create meaningful memories while you're young and healthy.
Matt shares a personal look into how he approached this very challenge. Before having children, he went full-throttle into his career—grinding, saving, and building. Once his daughter Grace was born and began forming lasting memories, his approach shifted. Now, he’s intentional about taking time away from work to be present with his family. Whether it's road-tripping in a camper van or relaxing by a river, those memory-making experiences have become a vital part of his life rhythm.
Together, Brad and Matt explore the idea of balance—not necessarily in the day-to-day sense, but over a lifetime. Brad offers a helpful visual: three types of people. First, there’s the saver who works their whole life, only to pass away before retirement. Then there’s the spender who lives only for today and has nothing saved when it counts. But in the middle is the person who does both: saves consistently and still takes time to live.
They encourage young couples to start with goals like saving 10% of their income, building their emergency fund, and budgeting with purpose. But they also remind us that travel and time off aren’t just luxuries—they’re investments in joy, connection, and long-term well-being.
Matt even introduces the concept of living and working in sprints. Work hard for a set period, then unplug and recharge. It’s a mindset that allows for progress without burnout—and creates space for relationships to thrive alongside your finances.
Brad closes with a powerful reminder: no one remembers how nice your kitchen backsplash was, but they do remember the road trips, the laughter, and the time spent together. Whether you’re newly married or well into your career, the takeaway is simple—don’t delay life until retirement. Live intentionally now, plan smartly for the future, and make memories along the way.
#iWealthPodcast #BradConnors #MoneyAndMarriage #Newlyweds #FinancialPlanning #LiveNowSaveLater #Balance #IntentionalLiving #MakeMemories #WealthMindset
In this episode of the iWealth Podcast, Brad Connors and Matt dive into an engaging conversation about one of Brad’s favorite financial tools: the speedometer. But we're not talking about your car—we're talking about a powerful visual tool that simplifies complex economic and market indicators into something anyone can understand.
Brad explains how he uses these investment “speedometers,” provided by City National Rochdale, to guide both clients and advisors through ever-changing market conditions. These visuals use a color-coded system—red, yellow, and green—to indicate risk levels and economic trends in areas like consumer confidence, inflation, housing starts, unemployment, and even global geopolitical tensions. Red means caution, yellow is neutral, and green indicates favorable conditions.
Why does this matter? Because investing and financial decision-making can feel overwhelming, especially when you're bombarded with conflicting headlines and market noise. These speedometers help cut through the chaos. In one simple screen, investors can view 20 or more key indicators and get a quick but meaningful understanding of where we are and where things might be headed.
Matt shares his own takeaways from a recent meeting where Brad presented these visuals to a group of advisors. What stood out? Context. When you compare speedometer data across three years—seeing the shift from red to yellow to green—it creates a story. That story brings clarity. You’re no longer reacting to isolated data points. Instead, you're seeing how the full picture fits together.
Brad emphasizes that while not all speedometers carry equal weight (for example, geopolitical risk might always show red but doesn’t necessarily derail a portfolio), the trend lines matter. Seeing improvement or decline in several areas over time can help guide financial decisions—especially when it comes to questions like, “Is now the right time to invest?”
This is particularly helpful for clients who may inherit a large sum, experience a business windfall, or are simply wondering if they should stay the course or pivot. Brad reminds listeners that while the speedometers offer a valuable overview, the real strategy comes from working with an expert to turn that information into a smart, risk-managed investment portfolio tailored to your goals.
Whether you're a financial pro or just trying to understand today’s economy in a way that actually makes sense, this episode is a masterclass in making the complex simple. Brad's system doesn’t just track what’s happening—it brings your entire financial picture into focus, allowing you to make more confident decisions with the help of your advisor.
Hashtags: #iWealthPodcast #BradConnors #FinancialPlanning #InvestingMadeSimple #MarketIndicators #EconomicOutlook #Speedometers #SmartInvesting #FinancialTools #VisualFinance
In this episode of the iWealth Podcast, Brad Connors introduces an innovative and highly personalized offering called the Family Guided Office—a concierge-style network of trusted professionals curated over the past 15 years to help entrepreneurial families and high-capacity individuals navigate life's unique challenges.
It all started when Matt got a call from a friend looking to bring on a C-level team member. Not knowing where to turn, Matt immediately thought of Brad—because iWealth isn’t just about traditional financial advising. Brad shares how he and his team have built a Rolodex-style network that extends far beyond investments and retirement planning.
This Family Guided Office isn’t a formalized, high-overhead family office model reserved for ultra-high-net-worth families with $150 million+ in assets. Instead, it serves as a flexible, guided advisory framework for people who need more than financial advice—they need trusted "whos."
So, what does that look like? Brad explains how iWealth sits at the center of the wheel, and each spoke represents a vetted professional resource—handpicked for their excellence in their field and their ability to serve iWealth clients with integrity. From legal experts and tax consultants to business hiring firms, executive coaches, travel agents, cybersecurity specialists, and even private aviation companies—this curated team provides value at every stage of life and business.
The goal? Simplify decision-making and solve complex problems faster.
Brad shares specific examples, like the business owner who didn’t know how to offer phantom equity to his leadership team, or the client stranded in California during COVID who needed a private jet arranged in 24 hours. In each case, iWealth was able to quickly connect them with a trusted resource, saving time, money, and stress.
What makes this model so powerful is freedom of choice. iWealth never takes a revenue share or commission from these referrals—it’s not a sales tactic, it’s a service enhancement. Clients get access to three curated options for any given need, allowing them to interview and choose who’s the best fit for their situation. Or, they can go another route. Either way, they’re not left Googling in the dark or navigating unfamiliar industries on their own.
Matt points out how powerful it is to have someone in your corner who’s been there, done that, and knows the best people in the room. Brad agrees: whether it’s private travel, leadership hiring, estate law, or just someone to handle a tricky tax issue, the right connection can change everything.
This episode is a reminder that financial advising isn’t just about dollars and cents—it’s about orchestrating the right team around your life. And for Brad and the iWealth team, success means giving clients a shortcut to confidence, clarity, and action.
#iWealthPodcast #FamilyGuidedOffice #BradConnors #EntrepreneurSupport #WealthPlanning #FiduciaryAdvisor #FinancialLeadership #BusinessResources #TrustedNetwork #TheRightWho
In this episode of the iWealth Podcast, Brad Connors and Matt dive into the story behind Brad’s book, Fish Don’t Clap, and explore what makes it such a powerful tool—not just for clients, but for financial advisors, too.
Brad opens up about his inspiration for writing the book, emphasizing that it’s not a self-congratulatory memoir or an ego-driven project. In fact, Fish Don’t Clap is all about helping people live with intention and purpose, especially in retirement. After decades of walking alongside clients as they approach and enter retirement, Brad noticed a troubling pattern: many people had enough financial resources, but lacked direction and meaning in their post-career life.
The book tackles that issue head-on, using the fictional character “Hal” to guide readers through a practical, step-by-step journey of finding clarity, setting priorities, and aligning money decisions with personal purpose. It also includes worksheets, exercises, and a workbook to help readers actively engage in their own planning process.
What’s especially unique is Brad’s willingness to give it all away—literally. He shares that the entire process used at iWealth is laid out in the book. A financial advisor could pick it up, study the methodology, and begin applying it in their own practice. But as Brad explains, he’s not concerned about competition or being “copied.” He operates with an abundance mindset and believes that there’s more than enough opportunity to go around.
From the client's perspective, Brad emphasizes the importance of an accountability partner—someone who helps you take your great intentions and turn them into long-term results. He compares it to professional athletes having coaches. Even Tiger Woods had someone watching his swing. In that same spirit, Brad and his team act as financial coaches who help people stay on track year after year.
Matt adds his own perspective, comparing the book to a car getting into first gear. Reading Fish Don’t Clap can help someone get moving in the right direction—but shifting into second, third, and fourth gear takes something more: consistent guidance, real implementation, and help navigating life’s unexpected turns. The analogy perfectly captures the difference between knowing what to do and actually doing it well over time.
This episode is a compelling invitation to readers, listeners, and aspiring financial professionals alike. It’s a reminder that great ideas are meant to be shared—and that the real power of a plan lies in what you do with it after page one.
Hashtags: #iWealthPodcast #FishDontClap #FinancialPurpose #BradConnors #RetirementPlanning #LifeWithPurpose #MoneyAndMeaning #FinancialCoach #AbundanceMindset
In this episode of the iWealth Podcast, Brad Connors and Mega Matt dive into the long-term fallout of the GameStop frenzy—and the timeless investing lessons it revealed.
They break down why emotions lead to bad decisions, how easy it is to get OUT of the market (and why it’s much harder to know when to get back IN), and why calm, steady strategy wins every time.
💬 The good and bad of the GameStop wave 💬 Why emotional decisions destroy long-term success 💬 How margin, options, and quick trades burn more investors than they bless 💬 Why patience—and perspective—still matter most
The market rewards discipline, not panic. Learn from the past, build for the future.
#iWealthPodcast #GameStopLessons #InvestingWisely #FinancialFreedom #LongTermInvesting #InvestSmart #BradConnors #MegaMatt
In this episode of the iWealth Podcast, Brad Connors shares a behind-the-scenes look at how he describes what he does when someone randomly asks him on the street, “So, what do you do?” Rather than using the common title "financial advisor," Brad introduces a more meaningful term: fiduciary financial quarterback.
What exactly does that mean? Brad breaks it down with a relatable analogy—he views himself as the quarterback of your financial team, and you’re the owner. As the quarterback, Brad calls the plays, brings in the right specialists (like CPAs, attorneys, and insurance professionals), and helps you manage the many moving parts of your financial life. The goal isn’t just to invest money, but to coordinate every aspect of your financial strategy—from Social Security and long-term care to estate planning, taxes, and Roth conversions.
What sets Brad’s approach apart is his fiduciary responsibility. As he explains, being a fiduciary means he’s legally and ethically obligated to put your needs ahead of his own. This distinction is crucial in a world filled with advisors who may not always operate under that same standard. It’s why he’s proud to emphasize the "fiduciary" piece of his title when speaking with new people.
Brad and Matt also touch on how the term “financial advisor” can sometimes be too vague—or even turn people off. Everyone seems to know a financial advisor, and the phrase doesn’t always inspire trust or clarity. But when Brad uses “financial quarterback,” it sparks curiosity and conversation. People naturally ask, “What does that mean?”—which opens the door to a more engaging and educational discussion.
Brad points out that many people assume working with a financial advisor is just about picking stocks or managing an IRA. But as a fiduciary financial quarterback, he helps clients develop holistic, long-term strategies aligned with what really matters to them—their goals, their families, and their futures.
He wraps up by sharing the firm’s mission: “Your dreams become our goals.” That simple phrase reflects iWealth’s client-first philosophy. It’s not about selling products. It’s about crafting a personalized financial playbook to help people move toward a life of freedom, purpose, and clarity—on their own terms.
Whether you're curious about financial planning, or just looking for the right person to help navigate your financial future, this episode gives a great introduction to what it means to have a trusted quarterback on your team.