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
Find YOUR Retirement Lifestyle 22.05.2021
During today’s episode, we’re going to discuss some of the common preferred retirement lifestyles and what you can do to make one of them a reality for you.
Grow Your Financial Garden 15.05.2021
During this episode, we’re going to discuss how you can grow the kind of financial garden that provides consistent retirement income while also stabilizing your finances long before you retire.
How to Have Fun on a Budget 08.05.2021
During today’s episode, we’re going to illuminate some of the ways you can have fun and travel the world in a way that truly lets you explore while also keeping you within the parameters of your financial strategy.
Breaking down the Biden tax plan 01.05.2021
We examine some of the most significant elements of the Biden tax plan proposal and what some of its details may mean for your financial strategy in both the near term and the long term.
The 2021 Improve Your Finances Draft 24.04.2021
During this episode, we’re going to examine some of the big and small ways you can improve your finances for the rest of 2021 as well for years to come. This week’s episode is modeled after the upcoming NFL draft with our host “drafting” some favorite financial tips.
Surprising Retirement Facts You Probably Don’t Know 17.04.2021
During this episode, we’re going to illuminate some potentially surprising facts and figures about retirement. And, to make things a little more fun, we’re going to intersperse some fascinating facts about some of our most beloved movies.
Financial Steps for Veterans and Rookies 10.04.2021
It’s spring and among the many things that brings is the return of baseball. To get in the spirit, we take a look at what steps “veterans,” or people in the last year of their career, may want to take before retirement. Then we highlight steps “rookies,” or people in the first year of their career, may benefit from taking.
Questions to Ask When Choosing a Financial Services Professional 03.04.2021
During this episode, we’re going to discuss some of the critical questions you should ask a financial services professional you’re considering working with. In our final segment, will look at some steps you can take if your retirement date is very close.
Eye-Popping Retirement Statistics 27.03.2021
During this episode, we’re going to examine financial statistics that may surprise you, scare you, or inspire you to readjust your own financial strategy.
What the American Rescue Plan Means for You 20.03.2021
During this episode, we’re going to do a deep analysis of the recently passed American Rescue Plan. In our final segment, we’ll address some good post-pandemic budgeting options.
How to Be Happier at Work 13.03.2021
During this episode, we’re going to look at how you can make yourself happier at work. Today’s advice comes from three different categories: “today,” “this month,” and “this year.”
Are You Ready for Tax Season? 06.03.2021
During this episode, we’ll discuss some potential tax breaks for people who are in their 50s and 60s, the self-employed, and tax breaks that anyone can take advantage of.
Financial Steps in Three Stages 20.02.2021
During this episode, we discuss smart financial decisions during three critical chapters of your life: your 20s and 30s, your 50s, and during your retirement.
Should I Buy a House? 13.02.2021
During this episode, we’re going to discuss the benefits of buying a home, the benefits of not buying a home, and the benefits of being a long-term renter.
Understanding 401(k)s 06.02.2021
During this episode, we’re going to really break down 401(k) so that listeners can gain a deeper understanding of their importance. We’ll also discuss way to maximize your 401(k).
Are You Retiring Soon? 30.01.2021
During today’s episode, we’re going to analyze what steps you should take if 2021 (or a year shortly thereafter) is your year to retire.
Financial Advice for Young Workers 23.01.2021
During this episode, we’ll present financial advice for young workers. The tips in this episode may help steer workers who are still in their 20s toward a more secure and confident financial future and retirement.
How to Get Over Your Retirement Fears 16.01.2021
During this episode, we’re going to look at some of the common financial fears that people nearing retirement often experience and how they can be overcome. In the final segment, we’ll discuss how you can develop a savings target for retirement.
Position Your Finances for 2021 09.01.2021
During today’s episode, we’re going to look at ways you can adjust your financial strategy and strategies to make 2021 a great year. In the final segment, we’ll discuss what snowbirds need to do before they head off for warmer climates.
In-Demand Jobs for Older Workers 19.12.2020
In this episode, we discuss employment anxiety among older workers and look at some jobs that are in demand for them, especially those who are 62 and older.
What to Do if You Want to Retire Right Now 12.12.2020
During this episode, we’ll look at the steps people who are very close to retirement may want to take to ensure their financial strategies are as solid as possible so they leap into retirement with optimism and confidence.
When to Stop Saving for Retirement 05.12.2020
During this episode, we’ll examine eight scenarios when temporarily pausing saving for retirement may make broader financial sense.
Legacy Planning During the Pandemic 28.11.2020
During this episode, we’ll be discussing how you can build an legacy plan or adjust your current plan to better reflect your needs during the coronavirus pandemic. We’ll also look at some more general financial decisions that may make sense during the pandemic.
Tricks to Fix Your Finances 21.11.2020
During this episode, we’re going to discuss the ways you can make some small but powerful changes to your financial habits. Combining a few of these steps could have a profound impact on your finances.
When to Wait Until Black Friday 14.11.2020
During this episode, we’ll discuss how you may be able to use Black Friday to your advantage when it comes to buying big-ticket items and holiday gifts. We’ll also examine ways you can better prepare your finances for the holidays.
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