Tag: Financial Planning
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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