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iWealth Podcast
iWealth
266 episodes
1 day ago
iWealth owner Brad Connors shares insights for financial planning, insurance, and investments.
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Investing
Business
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All content for iWealth Podcast is the property of iWealth and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
iWealth owner Brad Connors shares insights for financial planning, insurance, and investments.
Show more...
Investing
Business
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Managed Accounts vs. Index Funds: Which Strategy Builds a Stronger Future?
iWealth Podcast
5 minutes 20 seconds
4 months ago
Managed Accounts vs. Index Funds: Which Strategy Builds a Stronger Future?

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


iWealth Podcast
iWealth owner Brad Connors shares insights for financial planning, insurance, and investments.