Tag: Financial Podcast
Long-Term Care Has Changed: What Families Need to Know (Ep. 21)

Long-Term Care Has Changed: What Families Need to Know (Ep. 21)

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When it comes to long-term care, many clients are caught off guard emotionally and financially. But with proper planning, advisors can help families preserve both their dignity and their wealth.

In this episode, Brendan Murphy speaks with Don Quante, Founder and President at Wealth Protection Advisors, and author of Don’t Go Broke in a Nursing Home, about how to approach long-term care planning in a way that protects legacies without overburdening clients. Don explains how guaranteed-issue life insurance policies with long-term care riders offer a powerful solution, especially for clients who can’t qualify for traditional coverage. He also shares how the pandemic has shifted attitudes toward home-based care, and why it’s more important than ever for advisors to introduce these strategies early. If you’re looking to bring more clarity and confidence to your clients’ aging plans, this conversation is a must-listen.

What to expect in this episode:

  • Why 88% of Americans now say they want long-term care delivered at home
  • A deep dive into guarantee issue long-term care and who qualifies
  • The surprising financial toll on unpaid caregivers, especially adult daughters
  • How the Pension Protection Act and new “beautiful bill” may impact your plan

Resources:

Connect with Brendon Murphy: 

Connect with Don Quante:

About our Guest:

Don Quante is the Founder and President at Wealth Protection Advisors. Don is a nationally recognized long-term care planning expert, best-selling author, and 2022 MDRT Hall of Fame Inductee. With more than four decades of experience, Don empowers financial advisors and their clients to make informed care decisions, preserve wealth, and find peace of mind; no matter their health history.

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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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