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
Medicare insights and updates 11.12.2021
During this episode, we’re going to share Medicare insights and updates that will be useful for people already enrolled in Medicare and for those approaching their enrollment window.
You can travel this winter AND stick to a budget. 04.12.2021
During this episode, we’re going to look into how you can take some memorable winter trips while sticking to a budget that doesn’t ding your financial strategy or your retirement goals.
Get Ready for Black Friday 24.11.2021
During this episode, we’re going to examine some of the must-have holiday items you may want to wait until Black Friday to purchase. In our final segment, will highlight some ways you can keep your holiday spending under control this year.
Social Security COLA is on the rise 20.11.2021
During this episode, we’re going to break down the recent news that Social Security’s Cost of Living Adjustment will go up by 5.9 percent in January 2022. We’ll also look at some Social Security and retirement strategies.
The things your kids and grandkids actually want 13.11.2021
During this episode, we’re going to discuss some of the things you may have sitting in your home that your kids and grandkids may want to take off your hands.
Protect yourself, and your money, from scams 06.11.2021
During this episode, we’re going to highlight some common financial scams and what you can do to better protect yourself and your money.
Working in Retirement 30.10.2021
This episode focuses on part-time jobs that may be a perfect fit for retirees because they provide enjoyment and socialization in addition to income.
Frightful Mistakes That Could Haunt Your Retirement 23.10.2021
On this fiendishly fun episode, we’re going to thrill you and chill you with frightful mistakes that could haunt your retirement.
Fall Means It’s Time to Hit the Road 16.10.2021
This episode will detail some of the perfect fall trips that retirees can enjoy on their schedule and within their budget.
Yes, You Can Be Frugal AND Happy 09.10.2021
This episode will highlight that a frugal retirement doesn’t mean a retirement without many of the hobbies and activities you enjoy. You can be frugal and happy.
Build a Retirement Full of Adventure 02.10.2021
During this episode, we’re going to look into how you can build a retirement that’s full of the kind of adventure you didn’t have time for during your working years.
Simplify Your Life to Enjoy Your Retirement 18.09.2021
During this episode we’re going to look at some of the ways you can get rid of some of your stuff and simplify your life to enjoy your retirement.
Financial Follies to Avoid 11.09.2021
During this show, we’re going to examine some of the common financial follies that befall many Americans. In our final segment, we’ll shift gears a bit and look into some common retirement follies.
What You Should Know About Buying or Selling a Home 04.09.2021
During this show, we’re going to discuss some of the important things you should consider if you’re buying or selling a home in today’s red-hot marketplace.
Finding Money in Retirement 21.08.2021
During this show, we’ll examine some ways you may be able to find extra cash after you’ve retired, in a variety of options.
Retirement Changes — Past, Present, and Future 14.08.2021
During this show, we’re going to discuss some of they key ways that retirement has changed during the last 25 years. In the final segment, we’ll also consider how retirement may change in the next 10 years.
Retirement and Financial Steps at Important Ages 07.08.2021
During this show, we’ll examine some of the financial resources and possibilities that are available to you at the very important ages of 50 and 65.
Tips to Make Retirement Travel Easier 31.07.2021
During today’s show, we’re going to discuss the many ways retirees can start traveling again post-pandemic while also staying on budget.
Yes, You Can Save Money on Healthcare 17.07.2021
During today’s show, we’ll highlight the numerous ways you may be able to save money on healthcare while still ensuring that you’re receiving all the services you need.
So, You Want to Retire Early 10.07.2021
On this episode, we examine the 10 potentially critical things you need to know if you’re considering early retirement.
A Declaration of (Financial) Independence 03.07.2021
During today’s episode, we’re going to examine some of the things you can do right now to potentially get yourself closer to true and lasting financial independence.
Helping your parents with their finances 26.06.2021
During this episode, we’re going to discuss the steps you should take if you need to help your retired or nearly-retied parents, with their finances and financial strategy. We’ll also examine how some of the things you learn while working with your parents may improve your own finances.
Debunking Retirement Myths 12.06.2021
During this episode, we’re going to examine some of the common myths about retirement and Social Security and why knowing the difference between myth and reality is important for your financial strategy. To add a little fun, we’ll also share some of our favorite historical myths.
Your Financial Time Machine Is Already Here 05.06.2021
During this episode, we’re going to discuss some of the financial insights and lessons you’ve learned during your life and how you can put that information to work helping your kids and grandkids make their own financial strategies stronger.
Are You Ready for Inflation? 29.05.2021
Inflation is a concern for some people in retirement. Let’s discuss the current inflation news and then examine ways you can build a budget and a retirement strategy that may offer some degree of protection against inflation.
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