Matt Brunner

The Financial Compass

Business EN ↓ 361 episodes

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...

Author

Matt Brunner

Category

Business

Podcast website

compass-ltd.com

Latest episode

May 31, 2025

Where to listen?

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Episodes

How to save on retirement withdrawals 18.03.2023

During this show, we’ll look at various ways you may be able to save money when it comes time to take your retirement withdrawals.

Retirement Tips for 2023 04.03.2023

During this episode, we’re going to discuss some retirement tips for the coming year that may have you looking ahead to your post-work life with more confidence.

Get Your Finances Ready for the Future 25.02.2023

During this episode, we’re going to look into some of the things you can do to improve your finances and strategies for the coming months.

What to do if your 401(k) match is cut 11.02.2023

This week we discuss what you should do if your 401(k) match is suddenly cut as well as alternatives to 401(k)s.

Should You Unretire? 04.02.2023

During this episode, we’re going to explore the concept of unretirement and what factors you can use to decide if it’s right for you.

How to Tackle Your Debt 28.01.2023

During this episode, we’re going to shine a light on some of the steps you can take to get out of debt.

What you need to know about long-term care 07.01.2023

During this episode, we’re going to take a deep dive into long-term care insurance — what it is, how important it is, and what it may cost.

Build Wealth and Save Money 17.12.2022

We examine some of the steps you can take to build wealth, save more money, and secure your ideal retirement.

What to know about 2023 Medicare costs 03.12.2022

During this episode, we’re going to examine the cost changes coming to Medicare in 2023 as well as what people need to know about the open enrollment period.

Big jump for Social Security’s COLA 26.11.2022

During this episode, we’re going to discuss the recent announcement that Social Security’s COLA will rise 8.7% in 2023 and then shift into discussing having enough money during retirement.

Understanding Social Security survivor benefits 19.11.2022

During this episode, we’ll take a thorough look at Social Security survivor benefits and what your ideal filing age may be.

Year End To Do List 12.11.2022

During this show, we’re going to discuss designing a financial to do list with the goal of crossing everything on that list off before the end of the year.

Do you need a 401(k) tune up? 05.11.2022

During this episode, we’re going to discuss two essential 401(k) issues: the importance of vesting and steps you can take to max your 401(k) out.

Ghoulish financial mistakes that can make your future scarier 29.10.2022

During this ghoulishly glorious episode, we’ll thrill you and chill you with spookily fun information about financial mistakes that could turn your strategy into a haunted house.

These assets are key for a happy retirement 22.10.2022

During today’s episode, we’re going to take a closer look at some of the lesser discussed elements that are essential to a happy and fulfilling retirement.

Don’t make these legacy plan mistakes 15.10.2022

During this episode, we’re going to examine and discuss some of the most common legacy planning mistakes and how they may be holding your own plan back.

What the Inflation Reduction Act means for you 08.10.2022

During this episode, we’ll take a high-level look at the recently signed into law Inflation Reduction Act and its potential impact on Medicare recipients and taxpayers.

Preparing for taxes in retirement 17.09.2022

During this episode, we’re going to examine some of the ways you can prepare yourself – and your financial strategy – for the taxes you may face during your retirement.

These are the financial mistakes you should avoid 10.09.2022

In this episode, we highlight some of the most prevalent financial mistakes you should work hard to avoid.

Don’t overlook these critical planning steps 03.09.2022

During this episode, we’ll examine some of the most commonly overlooked financial strategy steps and what you can do to avoid them.

You can see the world during retirement 27.08.2022

During today’s show, we’re going to highlight some of the ways you may be able to see the world during retirement without blowing up your budget.

Five types of insurance you should consider 20.08.2022

During this show, we’ll examine the five types of insurance you’ll likely want to include in your financial strategy.

How Do I Know When It’s Time to Retire? 13.08.2022

During this episode, we’re going to discuss and analyze some of the most common signs that you’re ready to retire.

How your retirement may be taxed 30.07.2022

During today’s show, we’re going to take a close look at various types of retirement income and how each of them may be taxed.

Are annuities right for you 23.07.2022

During this episode, we’ll look at what annuities are, there plusses and minuses, and whether they’re a good fit for your financial strategy.

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