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)

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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 …

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

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

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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 …

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

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

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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 …

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

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

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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 …

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

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

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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. …

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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)

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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 …

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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)

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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 …

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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)

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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 …

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Building a Strong Financial Team with Brendan McPoyle, CFP®, AEP® (Ep. 4)

Building a Strong Financial Team with Brendan McPoyle, CFP®, AEP® (Ep. 4)

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Creating a robust financial plan can be daunting, but having the right team can make all the difference. How do you find the right professionals to guide you through retirement planning? How can collaboration between wealth managers and insurance specialists benefit you? This week, Brendon Murphy sits down with Brendan McPoyle, Partner & Wealth Manager …

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6 Major Risks to Your Retirement and How to Address Them (Ep. 3)

6 Major Risks to Your Retirement and How to Address Them (Ep. 3)

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Retirement planning is crucial, but it comes with its own set of challenges and uncertainties. How do you ensure your assets last as long as you do? What happens if the market crashes right before you retire? This week on Compass Wealth Conversations, Brendon Murphy breaks down the top six risks every retiree or pre-retiree …

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