Turning New Year’s Fitness Goals into Lifelong Habits with Julia Nastasi (Ep. 14)

Turning New Year’s Fitness Goals into Lifelong Habits with Julia Nastasi (Ep. 14)

Have you ever considered how your passions can transform into a thriving business? Join us to explore the captivating journey of turning dreams into reality. In this episode of Compass Wealth Conversations, Brendon Murphy speaks with Julia Nastasi, a dynamic digital creator, lawyer, and CEO of Fitting and Fitness. From battling personal challenges to carving …

Read More Read More

Transforming Homes and Lives: The Power of Design with Stephanie Gillin (Ep. 13)

Transforming Homes and Lives: The Power of Design with Stephanie Gillin (Ep. 13)

What if your home renovation could transform not just your space, but also your lifestyle? In this episode of Compass Wealth Conversations, Brendan Murphy sits down with Stephanie Gillin, co-owner of Grande Decor, to discuss the art of remodeling and the role of innovative design in modern living spaces. Steph shares insights into how she …

Read More Read More

Financial Teamwork: How Collaboration Enhances Your Wealth Management with Brendan McPoyle (Ep. 12)

Financial Teamwork: How Collaboration Enhances Your Wealth Management with Brendan McPoyle (Ep. 12)

What’s the smart way to balance your retirement income strategies in unpredictable markets? In this episode, Brendon Murphy sits down with seasoned Certified Financial Planner, Brendan McPoyle, to explore the power of collaborative financial strategies. They dive into practical tips for retirement planning, wealth management, and securing income with reliable financial products. Learn how strategic …

Read More Read More

A College Planning Roadmap with Keith Wilkerson (Ep. 11)

A College Planning Roadmap with Keith Wilkerson (Ep. 11)

Thinking about college but don’t know where to start? What if there was a roadmap that made college prep simple and stress-free? In this episode, Brendon Murphy sits down with Keith Wilkerson, founder of College Thoughts, a boutique college consultancy that’s reshaping the journey to higher education. Keith shares his inspiring journey as a first-generation …

Read More Read More

Pat Lyman on Building a Trusted Financial Legacy (Ep. 10)

Pat Lyman on Building a Trusted Financial Legacy (Ep. 10)

How do financial experts kickstart their journey and the impact they leave behind? In this episode, Brendon Murphy sits down with Patrick Lyman, President Emeritus of Compass Financial Solutions, to explore the evolution of financial planning over the past five decades. Pat shares insights from his 50-year career in the financial services industry, from starting …

Read More Read More

Retirement Myths Busted: What’s Fact, What’s Fiction? (Ep. 9)

Retirement Myths Busted: What’s Fact, What’s Fiction? (Ep. 9)

What retirement myths are holding you back? In this episode, Brendon Murphy sorts through some misleading beliefs about retirement. Discover why you might not actually spend less in retirement, how to plan for longevity, and debunk the idea that Social Security will cover all your expenses. This episode offers a conversational yet insightful peek into …

Read More Read More

Are Annuities Right for Your Financial Plan? (Ep. 8)

Are Annuities Right for Your Financial Plan? (Ep. 8)

What do modern annuities bring to the table for your retirement plans? In this episode of The Compass Wealth Conversations Podcast, Brendon Murphy dives deep into the world of annuities, demystifying the often misunderstood financial tool. He explains how when set up correctly, annuities can provide guaranteed income for life, principal protection, and tax-deferred growth. …

Read More Read More

Long-Term Care Planning: Protect Your Family and Finances with Jeremy Veryser (Ep. 7)

Long-Term Care Planning: Protect Your Family and Finances with Jeremy Veryser (Ep. 7)

What do you need to do to prepare for your family’s future care needs? Navigating long-term care is not just about planning financially, but emotionally, and strategically. Let’s explore how to protect our loved ones without losing our peace of mind. In this episode, Brendon Murphy sits down with Jeremy Veryser, a seasoned regional account …

Read More Read More

Understanding Medicare: When to Enroll and What You Need to Know with Lisa Eppolito (Ep. 6)

Understanding Medicare: When to Enroll and What You Need to Know with Lisa Eppolito (Ep. 6)

Are you unsure how to navigate the complexities of Medicare and health insurance?  Learn about the complexities of Medicare and health insurance with expert Lisa Eppolito, making it easier to choose the right plans and avoid costly mistakes Today on The Compass Wealth Conversations, Brendon Murphy is joined by Lisa Eppolito, a Medicare specialist from …

Read More Read More

How to Build Your Own Pension: A Guide for Modern Retirees (Ep. 5)

How to Build Your Own Pension: A Guide for Modern Retirees (Ep. 5)

Pensions may seem like a thing of the past, but you can still create your own secure retirement income. How can you ensure a stable income in retirement without relying on traditional pensions? What strategies can help you build a reliable financial future? In this episode, Brendon Murphy discusses the decline of traditional pensions and …

Read More Read More