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...
Where to listen?
Podcasts in the app Replaio Radio Coming soonPodcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts
Episodes
How Your Retirement Will Be Taxed 14.10.2023
During this episode, we examine various types of retirement income and what kind of taxes each of them may be subject to.
The Truth About Your Retirement Money 07.10.2023
During this episode, we’re going to look at commonly held notions about money and which ones are true and false and we’ll also discuss 8 Obstacles to Retirement.
How To Know That It’s Time To Retire 30.09.2023
During this episode, we’ll discuss some of the most common signs that you’re economically and strategically ready to retire.
Harnessing the Power of Social Security 23.09.2023
During this episode, we’ll discuss harnessing the power of Social Security, which, among other things, means understanding the full retirement age, how when you file can affect your benefit payment, and how Social Security is only a piece of a broad financial strategy.
A Beginner’s Guide to Inflation 16.09.2023
In this episode, we’re going to take a closer look at inflation; what it is, how it happens, what can be done to control it and how it affects consumers.
Annuities? Here’s what you should know 09.09.2023
During this episode, we discuss what annuities are, their benefits, drawbacks, and whether they may be a good fit for your financial strategy.
Saving After 50 26.08.2023
During this episode, we’re going to discuss some of the steps you may be able to take if you’re 50 or slightly older and have determined that your retirement savings has fallen behind.
A Retirement Reality Check 19.08.2023
During this show, we’ll look at some of the common retirement expenses that many people fail to adequately prepare for before they retire. We’ll conclude the show by looking at wealth plans.
The Future of Retirement 12.08.2023
On this show, we’re going to look at the future of retirement, both in terms of how it may look a handful of years from now and how it may look several decades in the future.
Retirement Steps During Three Key Phases 05.08.2023
During this show, we’re going to discuss retirement steps you may want to take when you’re at three unique moments: 10 years away from retirement, five years away from retirement, and one year away from retirement.
Retired and Considering Part-Time Work? You Call the Shots 22.07.2023
During this episode, we’re going to look at some job ideas for retirees who are looking to work a day or two a week, whether to earn extra money or to just get out of the house and socialize.
Summer Travel Doesn’t Have to Blow Up Your Budget 15.07.2023
On today’s program, we’re going to look at some 2023 summer vacations that can be enjoyed without blowing up your budget or imperiling your financial strategy.
What to Know Before You Retire 01.07.2023
During this episode, we’re going to examine some of the key things you should know as you move closer to your retirement.
An Adventurous and Affordable Retirement 17.06.2023
During this episode we’ll highlight potential new locations for Americans looking for a retirement lifestyle that provides good weather, entertainment, and adventure — all at an affordable price.
Social Security Strategies 10.06.2023
During this show, we’ll look at recent news from the Social Security trustees’ report before shifting into a more general conversation about Social Security.
Healthy body. Healthy mind. Healthy wallet. 03.06.2023
On this episode, we’ll discuss how maintaining your physical and mental health may help you increase the likeliness that you don’t outlive your assets.
You Can Beat the Heat on a Budget 27.05.2023
During this episode, we’ll highlight some tips to help you enjoy summer while sticking to your budget and retirement strategy.
Financial Steps for Every Part of the Game 20.05.2023
In this show we look at financial steps for those who are in the last inning or two of their careers as well as for those who are still financial rookies.
Key steps at 50 and 65 13.05.2023
In this show, we highlight some of the financial resources available to people when they turn 50 and 65.
Looking to Retire Early? 06.05.2023
During this show, we’re going to highlight and discuss some of the lesser known elements of retiring early.
Maintain Family Harmony with Enhanced Planning 29.04.2023
During this episode we’re going to discuss the importance of enhanced planning in relation to finances, taxes, and family life. This includes estate planning, legacy planning and more.
Tax Breaks for Those 50 and Older 15.04.2023
During this show, we’re going to highlight some potential tax breaks for those older than 50 as well as ways older people may be able to reduce their taxes in retirement.
What you need to know about Medicare in 2023 08.04.2023
During this show we discuss some of the things you should know about Medicare and many of the changes happening this year.
Is the FIRE strategy right for you? 01.04.2023
This week we examine the FIRE, or Financial Independence, Retire Early, movement as well as how you can stay active during retirement.
How to be content in retirement 25.03.2023
During this episode, we’ll discuss some of the steps you can take to build a content and fulfilling retirement.
Similar podcasts
Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.