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: 

• (610) 449-9900
• LinkedIn: Brendon Murphy
• bmurphy@mycfsi.com
• Website: Compass Financial Solutions

Connect with Brendan McPoyle : 

• (610) 937-2493
• LinkedIn: Brendan McPoyle
• brendan.mcpoyle@princetonglobal.com
• Website: Princeton Global

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.