Tag: Risk Management
Two Minds, One Mission: How Strategic Partnerships Build Smarter Retirement Plans (Ep. 19)

Two Minds, One Mission: How Strategic Partnerships Build Smarter Retirement Plans (Ep. 19)

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What if the key to navigating market chaos wasn’t timing, but teamwork?

For many investors, the rollercoaster swings we’ve seen this year, ranging from sharp declines to rapid rebounds, spark fear and reactionary decisions. But at Compass Financial Solutions, we are proving that a coordinated approach between investment management and income protection can help clients stay the course.

In this episode of Compass Wealth Conversations, Brendon Murphy and Brendan McPoyle, CFP®, AEP®, Partner and Wealth Manager at Princeton Global, break down how their partnership blends growth strategies with downside protection. From adjusting allocations to using fixed indexed annuities with annual reset features, they’re helping clients balance risk and stability, especially when headlines create panic.

What to expect in this episode:

  • A behind-the-scenes look at how Brendon and Brendan manage risk and protection together
  • Why proper diversification goes beyond just stocks and bonds
  • Real examples of how annuity products offer income stability during downturns
  • How having two financial professionals on your team brings peace of mind
  • The importance of regularly reviewing beneficiaries and your broader financial plan
  • And more!

Resources:

Connect with Brendon Murphy: 

Connect with Brendan McPoyle, CFP®, AEP®:

About Our Guest:

As a CERTIFIED FINANCIAL PLANNER™, Brendan McPoyle works with business owners, high-net-worth individuals, and hard-working professionals across the United States. With over 20 years of experience developing inclusive financial plans and comprehensive strategies, he has helped individuals and families visualize their goals and plan for long-term retirement success.

Brendan’s collaborative and comprehensive wealth management approach leverages the expertise of the Princeton Global team alongside each client’s trusted advisors. His focus is on helping clients increase and protect their financial assets, build and secure resources for retirement, and achieve lasting financial security and independence.

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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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