The Financial Compass

Matt Brunner

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. read less
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What You Should Know Before You Retire
6d ago
What You Should Know Before You Retire
During this show, we’ll discuss some of the things current retirees wish they’d known before they stopped working as well as what should be included in a retirement budget.

Episodes

What You Should Know Before You Retire
6d ago
What You Should Know Before You Retire
During this show, we’ll discuss some of the things current retirees wish they’d known before they stopped working as well as what should be included in a retirement budget.
Get Ready For Rainy Days
Apr 13 2024
Get Ready For Rainy Days
During this show, we’re going to discuss essential steps that can provide rainy day financial protection.
Preparing for RMDs
Apr 6 2024
Preparing for RMDs
On this episode, we break down some of the most important things about RMDs as well as what IRA beneficiaries should be aware of when it comes to them.
What the New Generation Retirement System Can Do For You
Mar 30 2024
What the New Generation Retirement System Can Do For You
During this show, we’re going to break down the New Generation Retirement system and how it can provide value and guidance on the road to retirement.
Flexible Protection for a Healthy Retirement
Mar 23 2024
Flexible Protection for a Healthy Retirement
During today’s show, we’re going to address the concept of flexible protection for a healthy retirement which for some people may be a way to secure the money they need for long-term care services while also helping protect their assets.
What The 2024 Election Means for Your Finances
Mar 9 2024
What The 2024 Election Means for Your Finances
During today’s show, we’re going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.
Harnessing The Power Of Social Security
Mar 2 2024
Harnessing The Power Of Social Security
Unlock the secrets of your Social Security: "Harnessing The Power Of Social Security" dives deep into America's retirement safety net, revealing strategies to maximize your benefits, navigate claiming options, and secure your golden years.
Sensible Strategies For Retirement Account Withdrawals
Feb 17 2024
Sensible Strategies For Retirement Account Withdrawals
During this show, we’ll discuss how you may be able to save money when you begin making withdrawals from retirement accounts.
Women’s Retirement Planning Needs
Feb 3 2024
Women’s Retirement Planning Needs
During this episode, we’ll examine and discuss retirement steps that are unique to women.
The 2024 Retirement Picture
Jan 27 2024
The 2024 Retirement Picture
During this episode, we’re going to discuss some of the economic factors and changes coming in 2024.
Is It Time To Go Back To Work?
Jan 20 2024
Is It Time To Go Back To Work?
In this episode, we’re discuss unretirement and whether it may be right for you. Do you want to work in retirement? Do you need to work in retirement? We offer ideas to help you answer these financial questions.
Retirement Planning At Different Ages
Jan 13 2024
Retirement Planning At Different Ages
During this episode, we’re going to discuss younger worker’s retirement anxiety about finances, as well as retirement preparation at different ages.
Don’t Let Your Retirement Become A Horror Story
Dec 23 2023
Don’t Let Your Retirement Become A Horror Story
During this show, we’re going to examine clear steps people can take to avoid letting their dream retirement stories turn into retirement horror stories.
Leave No Social Security Stone Unturned
Dec 16 2023
Leave No Social Security Stone Unturned
During this episode, we’ll do a deep dive into Social Security, highlighting your options, so you can bolster your retirement strategy.
It’s Scam Season — Protect Yourself!
Dec 9 2023
It’s Scam Season — Protect Yourself!
During this episode, we’ll detail some common financial scams and how you can better protect yourself and your money.
Build. Save. Thrive.
Dec 2 2023
Build. Save. Thrive.
During this episode, we’ll consider steps you can take to build more, save more, and thrive more.
Strategies for Transferring Your Wealth to Your Kids
Nov 25 2023
Strategies for Transferring Your Wealth to Your Kids
During this show, we’ll discuss transferring your wealth to your children and the baby boomer generation’s great wealth transfer.
How Much Do I Really Need To Retire?
Nov 18 2023
How Much Do I Really Need To Retire?
During this episode, we’re going to discuss how much you may need to have saved as you approach your planned retirement age.
Wiping Out Debt Before You Retire
Nov 4 2023
Wiping Out Debt Before You Retire
During this episode, we’re going to discuss some of the steps you can take to get out of debt.
Key Retirement Steps for Women
Oct 21 2023
Key Retirement Steps for Women
During this episode, we’re going to discuss key financial steps designed specifically for women.