Wealth Management – The Compass Wealth Conversations Podcast

Financial Teamwork: How Collaboration Enhances Your Wealth Management with Brendan McPoyle (Ep. 12)

By The Compass Wealth Conversations Podcast | January 22, 2025

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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Building a Strong Financial Team with Brendan McPoyle, CFP®, AEP® (Ep. 4)

By The Compass Wealth Conversations Podcast | September 11, 2024

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!