The Compass Wealth Conversations Podcast

The Compass Wealth Conversations Podcast

Welcome to The Compass Wealth Conversations Podcast with Brendon Murphy from Compass Financial Solutions. In this podcast, we help hardworking individuals and families. From young professionals to those enjoying retirement, overcome their biggest challenge of planning for income in retirement. We do this by leveraging our core knowledge of life insurance products and making the complicated simple. Join us for this journey as Brendon draws from years of experience and guest professionals to solve retirement income planning challenges. It’s about a team to get it done in retirement, and you’ll get valuable information in a short time frame.

Episodes

August 20, 2025 19 mins

When Katelynn Devinney’s mom was diagnosed with breast cancer, a simple sweatshirt with inside pockets for post-surgical drainage tubes changed her recovery and inspired a mission.

In this heartfelt episode, Brendon Murphy speaks with Katelynn about how that one moment became Pockets of Hope, a nonprofit providing comfort and care to women healing from mastectom...

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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 G...

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What if you could use other people’s money to grow your retirement income without taking on the risk yourself?

That’s the core idea behind the Kaizen strategy.

In this episode, Brendan Murphy sits down with Jeremy Bickler, CLU®, Vice President of Simplicity Life at Simplicity Group, to unpack how this unique leverage-based ...

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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 ...

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What if your most significant career shift started with someone saying, “You’re never going to be the guy”? 

For John, that challenge sparked a journey from chasing football dreams to co-leading one of the most community-driven real estate brands in Delaware County.

In this episode of ...

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What if you could have direct access to your doctor whenever you need it? 

Brendon Murphy sits down with Matthew Kavalek, MD, a pioneering physician who utilizes a direct primary care model that meaningfully reconnects patients with their doctors.

Together, they discuss the advantages of this membership-based practice, how ...

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What steps can you take today to safeguard your future healthcare needs? 

Dive into this episode of Compass Wealth Conversations, where Brendon C. Murphy talks with Eliseo Tajanlangit, RN, CCM, LTCCP, a seasoned emergency department case management nurse and life insurance expert. They explore intriguing insights on long-term care planning and debunk common misc...

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What happens when you realize your health is more than just numbers on a chart?

Join Brendan Murphy as he welcomes Dr. Jason De Leon and Dr. Rita Gillespie from D and G Optimization to the Compass Wealth Conversations Podcast. Dive into a transformative discussion about personalized health optimization, tackling issues from hormone imbalances to metabolic health...

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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...

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What if your home renovation could transform not just your space, but also your lifestyle?

In this episode of Compass Wealth Conversations, Brendan Murphy sits down with Stephanie Gillin, co-owner of Grande Decor, to discuss the art of remodeling and the role of innovative design in modern living spaces. Steph shares insights into how she and her team at Grande ...

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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 relia...

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Thinking about college but don’t know where to start? What if there was a roadmap that made college prep simple and stress-free?

In this episode, Brendon Murphy sits down with Keith Wilkerson, founder of College Thoughts, a boutique college consultancy that’s reshaping the journey to higher education. Keith shares his inspiring journey as a first-gen...

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How do financial experts kickstart their journey and the impact they leave behind?

In this episode, Brendon Murphy sits down with Patrick Lyman, President Emeritus of Compass Financial Solutions, to explore the evolution of financial planning over the past five decades. Pat shares insights from his 50-year career in the financial services industry, from starting...

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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 realit...

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What do modern annuities bring to the table for your retirement plans?

In this episode of The Compass Wealth Conversations Podcast, Brendon Murphy dives deep into the world of annuities, demystifying the often misunderstood financial tool. He explains how when set up correctly, annuities can provide guaranteed income for life, principal protection, and tax-defer...

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What do you need to do to prepare for your family’s future care needs?

Navigating long-term care is not just about planning financially, but emotionally, and strategically. Let’s explore how to protect our loved ones without losing our peace of mind.

In this episode, Brendon Murphy sits down with Jeremy Veryser,...

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Are you unsure how to navigate the complexities of Medicare and health insurance? 

Learn about the complexities of Medicare and health insurance with expert Lisa Eppolito, making it easier to choose the right plans and avoid costly mistakes

Today on The Compass Wealth Conversations, Brendon Murphy is joined by Lisa Eppolito...

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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 traditiona...

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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 McPo...

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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...

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