Now Playing — Fish Don’t Clap Masterclass

Retire To Something: Planning for a Purposeful Retirement

Brad Connors · President & CEO, iWealth · CWS® · CEPA® · 30 Years

Now Playing — Fish Don’t Clap Masterclass

The Story of the Man in the Boat — Fish Don’t Clap

01

What Are You Retiring To? — The Most Important Shift

02

3 Years from Today — Personally & Professionally

03

Building Your Life Planning Guide & Budget

04

Assembling Your Retirement Team

05

Your 11 Planning Gaps — Insurance, Wills, Taxes & More

06

Business Owner Planning: Succession, Taxes & Family

07

Your Top 3 Action Items — What to Do Right Now

08

Download the Fish Don’t Clap Workbook
The 9-chapter companion guide Brad references throughout this masterclass. Track your answers as you watch.

Ready for the Next Step?

Let’s Build Your Retirement Plan

What Brad covered in this masterclass is the foundation. In a free consultation, you’ll get a clear picture of where you actually stand and exactly what needs to happen next.

In Your Free Consultation, We’ll Cover:

  • Where you are today financially vs. where you need to be to retire with confidence
  • Which of the 11 planning gaps are still open in your current plan
  • What your retirement income picture could realistically look like
  • Whether your investments are diversified — or quietly overlapping
  • A clear, honest answer to “Can I retire — and when?”

No obligation. No pressure. Just a real conversation about your future.

Ready for the Next Step?

Let’s Build Your Personal Retirement Plan

What Brad covered in this masterclass is the foundation. In a free consultation, you’ll get a clear picture of where you actually stand and exactly what needs to happen next.

In Your Free Consultation, We’ll Cover:

  • Where you are today financially vs. where you need to be to retire with confidence
  • Which of the 11 planning gaps are still open in your current plan
  • What your retirement income picture could realistically look like
  • Whether your investments are diversified — or quietly overlapping
  • A clear, honest answer to “Can I retire — and when?”

No obligation. No pressure. Just a real conversation about your future.