Tag: Financial Advisor
How Direct Primary Care is Changing Healthcare with Matthew Kavalek, MD (Ep. 17)

How Direct Primary Care is Changing Healthcare with Matthew Kavalek, MD (Ep. 17)

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What if you could have direct access to your doctor whenever you need it? 

Brendon Murphy sits down with Matthew Kavalek, MD, a pioneering physician who utilizes a direct primary care model that meaningfully reconnects patients with their doctors.

Together, they discuss the advantages of this membership-based practice, how it offers more personalized care, and why older healthcare models could use a revamp. Dr. Matt explains his unique approach to patient care, emphasizing time, accessibility, and robust patient-doctor relationships. Curious about how this model addresses healthcare frustrations and offers solutions? You’ll want to hear this.

Dr. Matt shares insights into:

  1. The benefits of direct primary care (00:00:56)
  2. Patient experiences and outcomes (00:06:18)
  3. Addressing healthcare challenges with innovative solutions (00:16:03)
  4. The impact of healthcare market changes (00:18:14)
  5. The future of patient care (00:20:36)

Connect with Brendon Murphy: 

Connect with Matthew Kavalek, MD: 

About our Guest: 

Matthew Kavalek, MD, is a board-certified Family Medicine physician and co-founder of Blue Ocean Health, a Direct Primary Care (DPC) practice in King of Prussia, Pennsylvania. Dr. Kavalek was born and raised in Bucks County, PA. He played multiple sports growing up, including soccer, basketball, baseball, and golf. His love for sports quickly turned into an interest in how the human body functions. This led him to pursue a career in medicine. He discovered his passion for family medicine and direct primary care while in medical school. He understood that to practice good medicine, he needed to create a working environment tailored to his patients and not to insurance companies. He completed his undergraduate training in kinesiology at Elon University in Elon, NC, and then attended New York Medical College in Westchester, NY for his graduate medical training. He completed his family medicine residency at Chestnut Hill Hospital in Philadelphia, PA, and is board-certified in family medicine. His interests within the field of medicine include men’s health, testosterone replacement therapy, medical weight loss, and the role proper exercise plays in disease prevention. When not at the office, he can be found working out at the local gym or taking his pitbull rescue, Milo, for a long walk.

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The Hidden Costs of Retirement: Are You Prepared? (Ep. 16)

The Hidden Costs of Retirement: Are You Prepared? (Ep. 16)

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What steps can you take today to safeguard your future healthcare needs? 

Dive into this episode of Compass Wealth Conversations, where Brendon C. Murphy talks with Eliseo Tajanlangit, RN, CCM, LTCCP, a seasoned emergency department case management nurse and life insurance expert. They explore intriguing insights on long-term care planning and debunk common misconceptions about Medicare’s coverage.

Join Brendon and Eliseo as they:

  • Discuss the importance of planning for potential long-term care needs (00:03:45).
  • Highlight the critical role of nurses and insurance agents in retirement planning (00:04:32).
  • Explain the financial implications of prolonged healthcare events such as Parkinson’s (00:06:27).
  • Share actionable strategies for integrating healthcare planning into your retirement blueprint (00:14:23).

Discover how you can build a robust financial plan that withstands life’s unexpected challenges. Listen to gain confidence knowing you’re doing everything possible to protect your health and finances.

Connect with Brendon Murphy: 

Connect with Eliseo Tajanlangit: 

About Eliseo Tajanlangit: 

Eliseo Tajanlangit, RN, CCM, LTCCP, is a veteran emergency nurse with over 32 years of experience in trauma care, case management, and long-term care planning. Known as Your Medicare Nurse Navigator, he blends his clinical background with insurance expertise to guide individuals and families through the complexities of Medicare.

Alongside his wife, also a nurse, Eliseo has dedicated his life to healthcare and continues to work in a Level 1 trauma center, keeping his knowledge current and practical. He’s also a licensed Medicare advisor, helping people make informed, confident healthcare decisions.

Through his blog, videos, and social media, Eliseo simplifies Medicare and empowers others to plan for the future with clarity and peace of mind.

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Hormone Therapy Explained: What You Need to Know for Optimal Health (Ep. 15)

Hormone Therapy Explained: What You Need to Know for Optimal Health (Ep. 15)

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What happens when you realize your health is more than just numbers on a chart?

Join Brendan Murphy as he welcomes Dr. Jason De Leon and Dr. Rita Gillespie from D and G Optimization to the Compass Wealth Conversations Podcast. Dive into a transformative discussion about personalized health optimization, tackling issues from hormone imbalances to metabolic health, and debunking common medical myths. Discover how a proactive approach can redefine your wellness journey.

In this episode, we will explore:

  • (00:01:11) Dr. De Leon’s personal health journey and overcoming metabolic issues 
  • (00:06:50) The importance of personalized medicine versus a one-size-fits-all approach 
  • (00:12:29) How hormone levels affect everything from energy to long-term health 
  • (00:10:48) Misconceptions around commonly prescribed medications and treatments 

Connect with Brendon Murphy: 

Connect with Dr. Jason De Leon M.D: 

Connect with Dr. Rita Gillespie D.O:

  • 863-899-2404
  • info@optimizedwellness.net
  • LinkedIn: D&G Optimized Wellness and Hormones
  • Facebook: D&G Optimized Wellness and Hormones
    About Dr. Jason De Leon M:

    Jason De Leon went to Barry University on an academic scholarship for his undergraduate education, focusing on varied research projects including thyroid hormone and synaptic plasticity. He went to Medical School at the University of Iowa Roy J. and Lucille A. Carver College of Medicine. He finished his Emergency Medicine Residency after a preliminary year in General Surgery at the University of Florida-Gainesville.

    After working for several years between Alabama and Florida he completed training in Bio-identical Hormone Replacement Therapy under Worldlink Medical. Jason is passionate about how hormone therapy can improve your well-being, stave off illness, improve your cholesterol profile, and prevent type 2 diabetes.

    About Dr. Rita Gillespie D.O: 

    Rita Gillespie attended Medical School in Philadelphia at the Philadelphia College of Osteopathic Medicine. She did a year of training at Albert Einstein Medical Center in Philadelphia before transferring to the University of Florida-Gainesville to complete her Emergency Medicine Residency.

    After working for several years, she completed training in Bio-identical Hormone Replacement Therapy under Worldlink Medical. Being a Doctor of Osteopathic Medicine, she understands the importance of keeping the mind, body, and soul healthy and optimized. She believes that BHRT should be part of every patient’s life to help people age gracefully and with vibrance.

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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)

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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 out a business in fitness, Julia shares how she transitioned from law to full-time fitness while staying true to her passion. Tune in to uncover how a dose of personal accountability and a sprinkle of innovation can redefine career paths. Julia also dives into her latest ventures, from skincare collaborations to launching a Disney guide service, underscoring her philosophy of integrating personal interests into successful business endeavors.

Brendon and Julia discuss:

  • (01:14) Julia’s journey from attorney to fitness CEO and how her initial skepticism transformed into success
  • (04:06) The importance of tailoring fitness programs to one’s lifestyle and how Julia’s “Fitting In Fitness” adapts to individual needs
  • (08:45) Insight into Julia’s nutrition-focused program, highlighting sustainable fitness and real-world applicability
  • (23:28) The emotional and financial lessons learned from a personal family experience, emphasizing the need for long-term care planning
  • (32:15) Julia’s advice for embracing guidance and how it’s shaped her personal and professional life
  • And more

Connect with Brendon Murphy: 

Connect with Julia Nastasi: 

About our Guest: 

Julia Nastasi is the Founder and CEO of The Fit Fighters, an Online health and fitness coach at Fitting in Fitness, and the Creator and CEO of Fitting in Fitness.

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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)

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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 and her team at Grande Decor approach home transformations that go beyond just aesthetics. The episode offers a fresh take on integrating functionality and style, ensuring that both your home and your life receive a makeover.

Stephanie discusses: 

  • (01:45) The comprehensive design and build approach of Grande Decor
  • (03:44) The importance of understanding how clients live to create tailor-made spaces
  • (05:56) Collaboration with husband Joe Gillin for seamless project execution and client satisfaction
  • (08:07) The evolution of their unique construction binder system for clarity and efficiency
  • (10:51) Upcoming trends in home renovations and timeless design elements
  • And more

Connect with Brendon Murphy: 

Connect with Stephanie Gillin: 

About our Guest: 

Walking into someone’s home and seeing where we can help by adding function and style to their kitchen and bath is what we love to do! Getting to know our clients and their family makes the design process exciting! Then we take the design and renovate each kitchen and bath to meet/exceed the wants and needs of the homeowner. It is a truly special experience to design and remodel a family’s home! 

At Grande Decor, we walk homeowners through each step of the design and remodel phase. We explore all possible options for their renovation on all levels, including; style, function, budget and time. We are known for our communication, energy, cleanliness and passion.

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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 teamwork can create robust financial plans. Tune in to discover how a blend of guaranteed products and thoughtful equity management can provide peace of mind.

Together, they discuss: 

  • (00:16) The importance of teamwork in financial planning and how a professional network can enhance client outcomes
  • (01:02) Innovative retirement income solutions using insurance products for added security
  • (03:57) How distribution strategies can help manage market fluctuations and protect investments
  • (11:45) The role of long-term care planning and dispelling common misconceptions
  • (20:00) The value of open communication with your financial planner to ensure all aspects of your finances align
  • And more

Connect with Brendon Murphy: 

Connect with Brendan McPoyle : 

About our Guest: 

Brendan McPoyle works with business owners, high-net-worth individuals, and hard-working professionals across the United States. With 20 years of experience in developing inclusive financial plans and comprehensive financial strategies, he has helped individuals and families visualize their dreams and plan for financial retirement success.

His collaborative and comprehensive wealth management approach leverages the talents and knowledge of the Princeton Global team and each client’s trusted advisors to help increase and protect financial assets, build and secure assets for retirement, and achieve financial security and independence.

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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 college student and how it shaped the comprehensive services offered by College Thoughts today. From essay editing to SAT prep, Keith’s team provides a holistic approach to navigating the college application process without the overwhelming package deals.

Keith discusses: 

  • (02:22) The shift from traditional packaged services to an hourly consulting model that benefits clients
  • (04:05) The benefit of starting college prep early and how they tailor their services to different ages
  • (10:53) The importance of being authentic in college applications and selecting schools that resonate with students
  • (12:51)  Insights on financial planning for college, including the FAFSA and alternative forms like the CSS profile
  • (16:56) Finding the right college fit over prestige
  • And more

Resources:

Connect with Brendon Murphy: 

Connect with Keith Wilkerson: 

About our Guest: 

Keith is a specialist in developing and implementing a program that teaches students the value of making the transition from being a good student to chasing greatness. Whether teaching innovative strategies to master standardized testing, helping students transition to a more challenging educational setting, or speaking about unlocking the mysteries of the college application process, Keith always wants students to strive for excellence instead of mere survival. His no-nonsense approach and proven strategies have helped many programs have successful events with ongoing follow-up.

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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 with Prudential in 1972 to establishing Compass Financial in 2008, and his commitment to community empowerment. Their conversation dives into the importance of independence in financial advising, the transformation of life insurance products, and strategies for building guaranteed income in retirement.  Tune in to hear personal anecdotes about his beginnings in the insurance world and how he built Compass Financial Solutions.

Brendon and Patrick discuss: 

  • (01:33) How Pat got into the financial services industry
  • (05:03) The need for independence in offering tailored client products
  • (09:40) The evolution of Compass Financial Solutions and the importance of a personalized approach
  • (19:39) Essential advice for young professionals starting their financial planning
  • And more

Resources:

Connect with Brendon Murphy: 

Connect with Pat Lyman: 

About our Guest: 

Patrick, president emeritus of Compass Financial Solutions, has over 50 years of experience in the financial industry, providing a strong foundation for his team’s guidance and service. His dedication is reflected in his certifications and memberships, including the American Society of Financial Services Professionals and the International Association of Registered Financial Consultants. In 2005, Patrick joined the Million Dollar Round Table and, in 2016, achieved Qualifying and Life member status, recognizing his commitment to ethics and excellence.

Patrick is also devoted to his community, leading YMCA workshops and supporting organizations like the Rotary Club of Upper Darby/Lansdowne and the Delaware County Police and Firefighters Organization. A member of the Honorable Order of the Kentucky Colonels, he actively contributes to philanthropic causes.

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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 the realities of retirement planning.

Brendon discusses: 

  • (02:01) Spending expectations in retirement and the reality of initial costs
  • (05:08) Social Security misconceptions and supplemental income needs
  • (09:51) Importance of early savings to leverage compounding interest
  • (12:18) Planning for healthcare needs and living longer
  • And more

Connect with Brendon Murphy: 

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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. This conversation is perfect for anyone looking to understand how annuities might fit into their retirement strategies and overcome the bad rap they’ve historically received. Discover the ins and outs of different types of annuities, from immediate and fixed index to variable ones, and learn how they can effectively support your retirement income planning.

Brendon discusses: 

  • (01:06) What an annuity is and how it secures your principal and income
  • (02:35) Types of annuities: immediate, multi-year guaranteed, fixed index, and variable
  • (04:46) The historical bad rap of annuities and why it’s outdated
  • (07:17) How annuities complement Social Security and other retirement income
  • (09:21) The considerations for rolling your 401(k) into an annuity
  • (11:59) The right time to consider investing in annuities
  • (13:24) Addressing liquidity concerns for annuity holders
  • And more

Ready to see how annuities can transform your retirement strategy? Tune in as Brendon Murphy guides you through the essentials to make informed decisions. Listen, learn, and share to keep this valuable financial conversation going. 

Connect with Brendon Murphy: 

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