Tag: Financial Planning
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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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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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 Positive Insurance Solutions, to discuss the intricacies of selecting the right Medicare and health insurance plans. You’ll hear valuable insights on how to prepare for retirement by understanding the complexities of Medicare, from initial sign-ups to choosing between various supplemental plans.

Brendon and Lisa discuss: 

  • Why it’s important to sign up for Medicare as soon as you’re eligible and the potential consequences of delaying
  • How to choose the best prescription drug plans based on individual medical needs and budgets
  • Significant upcoming changes to Medicare prescription drug costs set for 2025
  • Tips on navigating healthcare options for individuals under 65, including the benefits of seeking professional advice
  • And more

Join us for these vital tips to ensure you make informed decisions for your health and retirement!

Resources:

Connect with Brendon Murphy: 

Connect with Lisa Eppolito: 

About our Guest: 

Lisa Korab Eppolito of Positive Insurance Solutions is a Medicare and health insurance specialist for people under the age of 65. Lisa is a licensed independent health insurance broker.

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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 at Princeton Global Asset Management. Together, they explore the power of their collaborative approach to wealth management and insurance, focusing on providing holistic and customized financial solutions to clients. You’ll hear about their unique partnership, their comprehensive services, and how they help clients navigate their finances with ease.

Together, they discuss: 

  • Brendan McPoyle’s journey and his collaboration with Compass Financial Solutions
  • How personalized financial planning can address specific client needs and goals
  • The importance of having a professional team for holistic wealth and health management
  • Real-life client stories illustrating the benefits of their services
  • 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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