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

Don’t rush into early retirement 16.07.2022

During this episode, we’re going to provide some of the core reasons you should be cautious and thoughtful about jumping into an early retirement.

Tips to not outlive your money 09.07.2022

During today’s show, we’re going to address the importance of not outliving your money during retirement.

What to include in your retirement budget 02.07.2022

It’s easy to get caught up in the excitement as you near retirement, but before that fateful day, it’s important to have a fully fleshed out retirement budget. That’s our topic on today’s show!

Recession-proof your retirement 18.06.2022

Many experienced financial professionals are predicting that we’ll soon be confronted with a recession. On today’s show, we’re going to offer up some tips that may help recession-proof your retirement.

How to Handle a Bear Market 04.06.2022

The possibility of a coming bear market has been in the news a lot lately, so during today’s episode we’re going to discuss what a bear market is and what you can do to help prepare yourself — and your assets — for one.

What the Fed rate hike means for you 28.05.2022

During this episode, we’re going to examine the fallout of the Fed’s recent rate increase and what it means for not only the economy but to the average person.

Do you know your financial time horizon? 21.05.2022

During this episode, we’re going to examine short-term, medium-term, and long-term financial horizons and how you can operate within each.

The benefits of saving for retirement with a Roth IRA 14.05.2022

During this episode, we’ll first examine some of the ways that Roth IRAs may be a good fit for certain financial strategies before pivoting to discussing some of the prominent financial scams that are currently making the rounds.

What to do during market volatility 07.05.2022

During this episode, we’re going to discuss the current bout of market volatility and how you can cut out emotions and stick to your financial strategy.

Don’t Let Summer Fun Melt Your Budget 30.04.2022

On this show, we’re going to first highlight some tips to help you enjoy summer while sticking to your budget and retirement strategy before examining the documents you should plan to bring with you on international travel.

401(k) mistakes you should avoid 23.04.2022

In this episode, we look at common 401(k) mistakes and what you can do to avoid them.

The day-to-day realities of retirement 16.04.2022

During this episode, we’re going to look at some of the day-to-day realities that are likely waiting for you in retirement and potential tax breaks for those 50 and older.

How to increase your Social Security payments 02.04.2022

During this episode, we’re going to examine how you may be able to increase your Social Security payment as well as what you should know about 401(k) early withdrawal penalties.

Charitable trusts and retirement wealth gaps 26.03.2022

During today’s episode, we’re going to look at two critical subjects: establishing a charitable trust and retirement wealth gaps.

Market volatility and the future of Medicare 19.03.2022

During this episode, we’re going to discuss how you may be able to better handle economic volatility and Medicare’s long-term future.

A healthier mind and body may mean a healthier wallet 12.03.2022

During this episode, we’ll look at some of the ways you can improve your mental and physical health with the goal of maintaining healthy finances in retirement. In our last segment, we’ll look at how you can turn your retirement strategy into a symphony.

Retirement Tips for Women 05.03.2022

During this episode we’re first going to focus on retirement tips and insights for women before closing out the show with a conversation about ways retirees may be able to secure dental care.

Social Security: Myth Versus Reality 26.02.2022

During this episode, we’re going to first address some of the most common myths about Social Security before pivoting to a discussion about some of the lesser known services that Social Security provides.

Are you ready for RMDs? 19.02.2022

During this show, we’re going to first look at some of things you need to know about RMDs and then in our final segment we’ll discuss some of the financial mistakes that could put your retirement at risk.

Are you ready for RMDs? 12.02.2022

During this show, we’re going to first look at some of things you need to know about RMDs and then in our final segment we’ll discuss some of the financial mistakes that could put your retirement at risk.

Retirement in Four Phases 05.02.2022

During this episode, we’re going to closely examine the four phases of retirement and in the final segment we’ll discuss working part-time in retirement.

Tax strategies and insights for 2022 29.01.2022

During this episode, we’re going to look at tax issues to be aware of in 2022 as well as broader tax insights that apply anytime.

A Medicare primer for 2022 22.01.2022

During this episode, we’re going to highlight some of the changes that are coming to Medicare in 2022. Additionally, we’ll also break down some important Medicare basics.

Is a semi-retired life right for you? 25.12.2021

During this episode, we’re going to look at some of the ways the semi-retired — rather than the fully retired — lifestyle may be a step for not only your financial strategy but for your physical and emotional well-being.

Keep your finances in good cheer this holiday season 18.12.2021

During this episode, we’re going to discuss some of the steps you can take right now to purchase everything on your gift-buying list without wrecking your budget and potentially damaging your retirement.

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