Tag: Financial Security
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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How to Build Your Own Pension: A Guide for Modern Retirees (Ep. 5)

How to Build Your Own Pension: A Guide for Modern Retirees (Ep. 5)

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Pensions may seem like a thing of the past, but you can still create your own secure retirement income.

How can you ensure a stable income in retirement without relying on traditional pensions? What strategies can help you build a reliable financial future?

In this episode, Brendon Murphy discusses the decline of traditional pensions and how individuals can build their own retirement income using modern financial tools. He explains the role of fixed index annuities and other strategies to create a personal pension plan.

Brendon discusses: 

  • The Decline of Traditional Pensions: Why company pensions have become rare and the shift to 401(k) and 403(b) plans
  • Building a Personal Pension: How to use fixed index annuities with guaranteed lifetime income to create a stable retirement income
  • Tax Considerations: The tax implications of rolling over 401(k) funds into annuities and the benefits of using Roth accounts
  • Starting Early vs. Late: Strategies for both early and late starters in building a personal pension
  • Real-Life Examples: Stories of clients who successfully transitioned from company pensions to personal retirement plans
  • And more!

Connect with Brendon Murphy: 

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