Tag: Long-Term Care
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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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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Retirement Myths Busted: What’s Fact, What’s Fiction? (Ep. 9)

Retirement Myths Busted: What’s Fact, What’s Fiction? (Ep. 9)

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What retirement myths are holding you back?

In this episode, Brendon Murphy sorts through some misleading beliefs about retirement. Discover why you might not actually spend less in retirement, how to plan for longevity, and debunk the idea that Social Security will cover all your expenses. This episode offers a conversational yet insightful peek into the realities of retirement planning.

Brendon discusses: 

  • (02:01) Spending expectations in retirement and the reality of initial costs
  • (05:08) Social Security misconceptions and supplemental income needs
  • (09:51) Importance of early savings to leverage compounding interest
  • (12:18) Planning for healthcare needs and living longer
  • And more

Connect with Brendon Murphy: 

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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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6 Major Risks to Your Retirement and How to Address Them (Ep. 3)

6 Major Risks to Your Retirement and How to Address Them (Ep. 3)

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Retirement planning is crucial, but it comes with its own set of challenges and uncertainties.

How do you ensure your assets last as long as you do? What happens if the market crashes right before you retire?

This week on Compass Wealth Conversations, Brendon Murphy breaks down the top six risks every retiree or pre-retiree needs to consider to ensure a secure and prosperous retirement. 

Brendon provides valuable insights and actionable advice on how to navigate these challenges effectively, drawing on years of experience in helping clients plan for their financial futures.

Brendon discusses: 

  • Longevity: The challenge of outliving your financial assets and the importance of planning for a long retirement
  • Mortality: The impact of a spouse’s death on Social Security benefits and the need for additional income sources
  • Market Volatility: The risks of market downturns and strategies to protect retirement savings
  • Liquidity: The necessity of having accessible funds for emergencies and unexpected expenses
  • Inflation: How rising costs can erode purchasing power and ways to hedge against inflation
  • National Debt: The implications of national debt on taxes and retirement planning
  • And more!

Connect with Brendon Murphy: 

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Long-term Care: Why Early Planning is Your Game-Winning Strategy (Ep. 2)

Long-term Care: Why Early Planning is Your Game-Winning Strategy (Ep. 2)

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Planning for long-term care may not be as exciting as planning your next pickleball game, but it’s crucial for your financial security and peace of mind.

How do you ensure you’re prepared for the future? What are the best strategies to leverage your assets for long-term care?

This week on The Compass Wealth Conversations Podcast, Brendon Murphy dives into the fundamentals of long-term care, addressing why it’s a critical component of your financial planning. He sheds light on the various forms of long-term care, misconceptions, cost considerations, and the importance of early planning to secure your future comfort and peace of mind.

Brendon discusses: 

  • Understanding the different types of long-term care available today
  • The impact of long-term care costs on personal savings and assets
  • Common misconceptions about Medicaid and Medicare coverage
  • The benefits of starting long-term care planning early
  • And more!

Connect with Brendon Murphy: 

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The Compass Financial Approach to Retirement (Ep. 1)

The Compass Financial Approach to Retirement (Ep. 1)

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Are you ready to turn financial uncertainty into a secure retirement?

Welcome to The Compass Wealth Conversations Podcast with Brendon Murphy! 

In this inaugural episode, Brendon dives deep into the crucial topic of establishing reliable income streams for retirement by leveraging life insurance products. 

He shares his unique journey from the restaurant industry to financial services, highlighting the invaluable role of conversations in understanding clients’ needs and tailoring financial plans to meet their goals. 

Whether you’re a young professional or nearing retirement, this podcast will offer a wealth of insights into creating a stable financial future.

Brendon discusses: 

  • Brendon’s transition from the service industry to financial services
  • The importance of comprehensive retirement planning
  • Utilizing life insurance for income generation
  • Building a network of professionals to address all aspects of retirement
  • And more!

Connect with Brendon Murphy: 

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