Two Minds, One Mission: How Strategic Partnerships Build Smarter Retirement Plans (Ep. 19)

What if the key to navigating market chaos wasn’t timing, but teamwork?

For many investors, the rollercoaster swings we’ve seen this year, ranging from sharp declines to rapid rebounds, spark fear and reactionary decisions. But at Compass Financial Solutions, we are proving that a coordinated approach between investment management and income protection can help clients stay the course.

In this episode of Compass Wealth Conversations, Brendon Murphy and Brendan McPoyle, CFP®, AEP®, Partner and Wealth Manager at Princeton Global, break down how their partnership blends growth strategies with downside protection. From adjusting allocations to using fixed indexed annuities with annual reset features, they’re helping clients balance risk and stability, especially when headlines create panic.

What to expect in this episode:

• A behind-the-scenes look at how Brendon and Brendan manage risk and protection together
• Why proper diversification goes beyond just stocks and bonds
• Real examples of how annuity products offer income stability during downturns
• How having two financial professionals on your team brings peace of mind
• The importance of regularly reviewing beneficiaries and your broader financial plan
• And more!
  

Resources:

• Financial Teamwork: How Collaboration Enhances Your Wealth Management with Brendan McPoyle (Ep. 12)

Connect with Brendon Murphy: 

• [phone]
• LinkedIn: Brendon Murphy
• [e-mail]
• Website: Compass Financial Solutions

Connect with Brendan McPoyle, CFP®, AEP®:

• Princeton Financial Partners
• LinkedIn: Brendan McPoyle

About Our Guest:

As a CERTIFIED FINANCIAL PLANNER, Brendan McPoyle works with business owners, high-net-worth individuals, and hard-working professionals across the United States. With over 20 years of experience developing inclusive financial plans and comprehensive strategies, he has helped individuals and families visualize their goals and plan for long-term retirement success.

Brendan’s collaborative and comprehensive wealth management approach leverages the expertise of the Princeton Global team alongside each client’s trusted advisors. His focus is on helping clients increase and protect their financial assets, build and secure resources for retirement, and achieve lasting financial security and independence.