Free Masterclass + Workbook

Are You Retiring To Something — or Just From Work?

Watch Brad Connors — 30-year financial advisor, CEO of iWealth, and author of Fish Don’t Clap — share the purpose-first retirement framework that changes how people think about their next phase of life. Plus get the free companion workbook when you sign up.

📖 Fish Don’t Clap — available on Amazon, B&N & Apple Books

🏦 30 years advising individuals, families & business owners

Instant Free Access

Watch the Masterclass

Book cover of Fish Don't Clap - Planning for a Purposeful Retirement by Author Brad Connors

BONUS:
Fish Don’t Clap Workbook
9-chapter planning guide for a purposeful retirement

Name(Required)
What's your biggest focus right now?(Required)

No credit card. No spam. Unsubscribe anytime.

What You’ll Learn

A Different Kind of Retirement Conversation

Most retirement planning stops at the money. This masterclass goes further — covering the 9 topics Brad walks every client through before they make the leap.

01.

The Purpose Gap

Why reaching your financial number isn’t enough — and the one question most advisors never ask you.

02.

Retire To vs. From

How to shift your mindset from escaping work to building the next chapter you actually want.

03.

Your Life Planning Guide

The complete financial inventory — assets, liabilities, income streams, and the budget that makes it real.

04.

Bringing Family on Board

How to have the conversations about wealth transfer, equal vs. equitable giving, and protecting your kids from themselves.

05.

Your 11 Planning Gaps

Long-term care, life insurance, wills, power of attorney, tax overlap, longevity risk — and how to close each one.

06.

Looking Ahead with Confidence

The three things you need to do right now — and how to know when you’re actually ready.

Brad Connors

President & CEO, iWealth
CWS® · CEPA®

Free Masterclass + Workbook

30 Years Helping Families
Retire with Purpose

Brad Connors has been advising individuals, corporations, and institutional investors since 1994. As President and CEO of iWealth, his approach comes from a deeply held belief that a fulfilling retirement is about more than figures — it involves taking a family’s whole life into account, from values to goals and everything in between.

Brad is also an author and speaker known for Fish Don’t Clap: Planning for a Purposeful Retirement — a book born from watching countless clients reach financial freedom and still feel empty. He specializes in working with business owners and their families as a trusted “quarterback” for their financial lives.

Brad lives in Waterville, MN with his wife Trudi. They have two adult children, Kendra and Corbin, and he is an avid golfer, hunter, and fisherman.