Tag: Financial Advisor Podcast
Unlocking Kaizen: How to Build Tax-Free Income and Transfer Wealth Without Debt (Ep. 20)

Unlocking Kaizen: How to Build Tax-Free Income and Transfer Wealth Without Debt (Ep. 20)

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What if you could use other people’s money to grow your retirement income without taking on the risk yourself?

That’s the core idea behind the Kaizen strategy.

In this episode, Brendan Murphy sits down with Jeremy Bickler, CLU®, Vice President of Simplicity Life at Simplicity Group, to unpack how this unique leverage-based life insurance strategy works. With over two decades in finance and insurance, Jeremy explains how clients can amplify their wealth-building efforts while minimizing exposure, debt, or personal guarantees.

This episode is a must-listen for professionals with strong cash flow who want to explore innovative ways to supplement retirement income or enhance long-term wealth transfer.

What to expect in this episode:

  • How Kaizen uses leverage to supercharge a life insurance retirement plan
  • Why this isn’t your typical premium financing strategy
  • Which types of clients and age ranges benefit most
  • Real-world uses for Kaizen in business, gifting, and legacy planning

Resources:

Connect with Brendon Murphy: 

Connect with Jeremy Bickler:

About our Guest:

Jeremy Bickler is VP of Sales of Simplicity Life at Simplicity Group. With over 20 years in insurance and finance, he’s a driving force behind the Kaizen strategy, making it easier for clients to grow, protect, and transfer their wealth.

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Two Minds, One Mission: How Strategic Partnerships Build Smarter Retirement Plans (Ep. 19)

Two Minds, One Mission: How Strategic Partnerships Build Smarter Retirement Plans (Ep. 19)

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What if the key to navigating market chaos wasn’t timing, but teamwork?

For many investors, the rollercoaster swings we’ve seen this year, ranging from sharp declines to rapid rebounds, spark fear and reactionary decisions. But at Compass Financial Solutions, we are proving that a coordinated approach between investment management and income protection can help clients stay the course.

In this episode of Compass Wealth Conversations, Brendon Murphy and Brendan McPoyle, CFP®, AEP®, Partner and Wealth Manager at Princeton Global, break down how their partnership blends growth strategies with downside protection. From adjusting allocations to using fixed indexed annuities with annual reset features, they’re helping clients balance risk and stability, especially when headlines create panic.

What to expect in this episode:

  • A behind-the-scenes look at how Brendon and Brendan manage risk and protection together
  • Why proper diversification goes beyond just stocks and bonds
  • Real examples of how annuity products offer income stability during downturns
  • How having two financial professionals on your team brings peace of mind
  • The importance of regularly reviewing beneficiaries and your broader financial plan
  • And more!

Resources:

Connect with Brendon Murphy: 

Connect with Brendan McPoyle, CFP®, AEP®:

About Our Guest:

As a CERTIFIED FINANCIAL PLANNER™, Brendan McPoyle works with business owners, high-net-worth individuals, and hard-working professionals across the United States. With over 20 years of experience developing inclusive financial plans and comprehensive strategies, he has helped individuals and families visualize their goals and plan for long-term retirement success.

Brendan’s collaborative and comprehensive wealth management approach leverages the expertise of the Princeton Global team alongside each client’s trusted advisors. His focus is on helping clients increase and protect their financial assets, build and secure resources for retirement, and achieve lasting financial security and independence.

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