Matt Brunner
The Financial Compass
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. Please refrain from posting reviews of your experience as this may be considered testimonials and are prohibited by the Securities and Exchange Commission (SEC). "Likes" should not be considered a positive reflection of the investment advisory services offered by Gradient S...
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Episodes
5 Steps to Prep for a Better Retirement in your Sixties 22.12.2018
Today we are going to talk about some steps to improve your retirement when you are 60 or older. We will work through each of the five tips and talk about how they can help and apply to you and your retirement plans.
6 Downsizing Myths to be Aware of in Retirement 08.12.2018
When it comes to downsizing, there are a lot of options. In this show we discuss strategies and options and how downsizing can help you with your income in retirement.
Surprising Ways to Boost Your Savings and Retirement Income 01.12.2018
Listen in to this episode for some great tips on how to help increase your savings and retirement income!
How to Reset Retirement Plans to Weather a Downturn 17.11.2018
The next market downturn may be right around the corner and you need to be prepared. Make sure your finances are ready the storm with helpful tips and strategies in today's show.
The Financial Caddie and You 03.11.2018
The best golfers rely on their caddies to have a great golf game plan. If you want to have a great financial game plan you need a great financial caddie. We talk about why and what they can offer with a lot of great tips to help you get your finances in order.
10 Tips to Control Expenses in Retirement 20.10.2018
Retirement is different for everyone. Some individuals retire just as they expected, others have retirement come earlier than expected through layoffs or a corporate restructuring. No matter how your retirement begins, controlling your expenses during retirement is important for any retiree. Today we talk about 10 tips to help you with this.
401(k) During a Job Change 14.10.2018
What do you do with that 401(k) or retirement account when you change jobs. There are options, some better than others. Listen in as we discuss which options might be best for you.
Do Couples Work Together to Prepare for Retirement? 07.10.2018
Planning for retirement as a couple can be a unique challenge. In this episode we discuss retirement planning tips and strategies for retirement.
Ways to Avoid Returning to the Workforce after Retirement 30.09.2018
You don't want to retire and then be forced to return to work because of your finances. It happens a lot, usually because of a lack of planning. In this show we go over tips to help you make sure this doesn't happen.
Debt Danger 23.09.2018
Debt Danger Will Robinson! Don't let debt get you down. You need to avoid and pay down debt going into retirement. In this show we talk about strategies to help you deal with debt.
Weather the Heat in Retirement 01.09.2018
In this show we talk about dealing with the heat... the physical heat and the heat that fears of finances and retirement may cause.
Prepare to Board the Flight 18.08.2018
You need to be prepared to make it through security and make your flight on time these days. You also need to make sure you're prepared for all of the financial changes you will have to face. In this show we discuss those changes and strategies to help you deal with them.
Living to Age 100 and Beyond! 21.07.2018
Living longer is becoming more and more common. That creates a need for a change in the way you plan for retirement. Listen in as we discuss strategies to deal with this.
Finding your Financial Sherpa 14.07.2018
What does a Sherpa and mountain climbing have to do with your finances? Listen in and find out!
Planning Your Legacy 02.06.2018
Legacy planning is a must, but what is it and how do you get started? On todays show Rob and Lori give you the information you need to get started with your own financial legacy plan and talk about just how important this is for everyone.
Are You Financially Literate 19.05.2018
What you don't know about your finances could be costing you a lot of money and may cost you your retirement. Listen in as we discuss the problem and the solutions to help get you on track.
Be Aware, Changes to Social Security and Medicare 12.05.2018
Your Social Security and Medicare benefits are changing. Listen in to find out how.
Caring for Aging Parents In Retirement 05.05.2018
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Are You Retirement Ready? 28.04.2018
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
How Do You Feel About Your Finances? 14.04.2018
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Schedule Your Retirement Check-Up 07.04.2018
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Prepare for Your Greatest Game 31.03.2018
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
What Will You Leave Behind? 24.03.2018
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Are the Millennials in Your Life Financially Wise 10.03.2018
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Tips to Help Create Your Retirement Strategy 03.03.2018
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
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