The Financial Compass

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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 Securities, LLC (“GS”) and/or their registered representatives.

Matt Brunner


    • May 31, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 693 EPISODES


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    Latest episodes from The Financial Compass

    Two Retirement Rules You Should Know About

    Play Episode Listen Later May 31, 2025


    On this episode, we'll discuss two common retirement rules: The rule of $1,000 and the rule of dying with zero.

    9 strategies if you're laid off right before retirement

    Play Episode Listen Later May 24, 2025


    During this show, we'll look at some steps you can take if you're suddenly laid off from your job within five years of your preferred retirement date.

    Are you ready for a recession?

    Play Episode Listen Later May 17, 2025


    During this episode, we're going to discuss tips for handling your finances and having a plan that will help you if the US goes into a recession.

    Is 2025 still your year?

    Play Episode Listen Later May 10, 2025


    During this episode, we'll consider if those who wanted to retire in 2025 may need to reconsider, and we'll also touch on how those running behind on retirement savings can still catch up.

    Yes, retirees should keep investing

    Play Episode Listen Later May 3, 2025


    During this episode we'll consider whether retirees should continue investing and talk about the various options for financial growth in retirement.

    Don't make these 401(k) mistakes

    Play Episode Listen Later Apr 26, 2025


    During this episode, we're going to discuss eight common 401(k) mistakes and why it's important to avoid them.

    Your Retirement Targets

    Play Episode Listen Later Apr 19, 2025


    During this show, we'll consider if you should plan to live to 95, five steps retirement steps, and building a retirement budget.

    Retirement: How do you know if you're ready?

    Play Episode Listen Later Apr 12, 2025


    During this show, we're going to chat about the signs that help you how to know if you're ready for retirement.

    How much retirement income do you need?

    Play Episode Listen Later Apr 5, 2025


    During this show, we're going to discuss retirement income, how to invest and save for retirement with little money, and four sources of potential retirement income.

    How much retirement income do you need?

    Play Episode Listen Later Apr 5, 2025


    During this show, we're going to discuss retirement income, how to invest and save for retirement with little money, and four sources of potential retirement income.

    Social Security Fairness Act 101

    Play Episode Listen Later Mar 29, 2025


    During this episode, we'll highlight the Social Security Fairness Act and some of the program's foundational elements.

    Social Security Fairness Act 101

    Play Episode Listen Later Mar 29, 2025


    During this episode, we'll highlight the Social Security Fairness Act and some of the program's foundational elements.

    Your Retirement To-Do's

    Play Episode Listen Later Mar 22, 2025


    On this episode, we discuss the key elements of a 10-year retirement checklist.

    Your Retirement To-Do's

    Play Episode Listen Later Mar 22, 2025


    On this episode, we discuss the key elements of a 10-year retirement checklist.

    Here's what Medicare covers — without extra charges

    Play Episode Listen Later Mar 15, 2025


    During this episode, we're going to discuss things Medicare covers without out-of-pocket costs as well as Medicare changes that are happening this year.

    Here's what Medicare covers — without extra charges

    Play Episode Listen Later Mar 15, 2025


    During this episode, we're going to discuss things Medicare covers without out-of-pocket costs as well as Medicare changes that are happening this year.

    Yes, you need an estate plan

    Play Episode Listen Later Mar 8, 2025


    During this episode we're going to consider the building blocks of an estate plan as well as common estate planning mistakes.

    Yes, you need an estate plan

    Play Episode Listen Later Mar 8, 2025


    During this episode we're going to consider the building blocks of an estate plan as well as common estate planning mistakes.

    Tariffs and the Future

    Play Episode Listen Later Feb 22, 2025


    In this episode, we will discuss the impact of tariffs on the global economy. We will also discuss how tariffs can affect your personal finances. Finally, we will provide some tips on how to protect your finances in a time of rising tariffs.

    Tariffs and the Future

    Play Episode Listen Later Feb 22, 2025


    In this episode, we will discuss the impact of tariffs on the global economy. We will also discuss how tariffs can affect your personal finances. Finally, we will provide some tips on how to protect your finances in a time of rising tariffs.

    Retirement is About the Details

    Play Episode Listen Later Feb 15, 2025


    During this episode, we'll highlight some of the most frequently overlooked financial steps.

    Retirement is About the Details

    Play Episode Listen Later Feb 15, 2025


    During this episode, we'll highlight some of the most frequently overlooked financial steps.

    Three Retirement Windows

    Play Episode Listen Later Feb 8, 2025


    During this show, we'll examine retirement steps when you're 10 years, five years, and one year from retirement.

    Three Retirement Windows

    Play Episode Listen Later Feb 8, 2025


    During this show, we'll examine retirement steps when you're 10 years, five years, and one year from retirement.

    Ditch Your Debt

    Play Episode Listen Later Feb 1, 2025


    During this show, we're going to discuss what you can do to get yourself out of debt.

    Ditch Your Debt

    Play Episode Listen Later Feb 1, 2025


    During this show, we're going to discuss what you can do to get yourself out of debt.

    8 Signs You're Ready to Retire

    Play Episode Listen Later Jan 25, 2025


    During this episode, we'll discuss eight signs that could tell you that you're ready to retire as well as traits that lead to more retirement savings.

    8 Signs You're Ready to Retire

    Play Episode Listen Later Jan 25, 2025


    During this episode, we'll discuss eight signs that could tell you that you're ready to retire as well as traits that lead to more retirement savings.

    Preparing For Retirement Expenses

    Play Episode Listen Later Jan 18, 2025


    During this episode, we'll discuss common retirement expenses that many people don't prepare for. We'll also discuss wealth plans.

    Preparing For Retirement Expenses

    Play Episode Listen Later Jan 18, 2025


    During this episode, we'll discuss common retirement expenses that many people don't prepare for. We'll also discuss wealth plans.

    Financial Resolutions for the New Year

    Play Episode Listen Later Jan 11, 2025


    In this episode we explore actionable steps to achieve your financial goals in the new year. We'll discuss strategies for budgeting, saving, and investing, including tips for reducing debt, maximizing retirement contributions, and building an emergency fund. Join us as we provide practical advice and motivation to help you make 2025 your most financially successful year yet.

    Financial Resolutions for the New Year

    Play Episode Listen Later Jan 11, 2025


    In this episode we explore actionable steps to achieve your financial goals in the new year. We'll discuss strategies for budgeting, saving, and investing, including tips for reducing debt, maximizing retirement contributions, and building an emergency fund. Join us as we provide practical advice and motivation to help you make 2025 your most financially successful year yet.

    Balancing Finances and Fulfillment

    Play Episode Listen Later Dec 28, 2024


    During this show, we'll highlight creating a retirement plan that balances finances and fulfillment.

    Balancing Finances and Fulfillment

    Play Episode Listen Later Dec 28, 2024


    During this show, we'll highlight creating a retirement plan that balances finances and fulfillment.

    Social Security in 2025

    Play Episode Listen Later Dec 21, 2024


    During this episode, we'll discuss things you need to know about Social Security in 2025 as well as some of the lesser-known services that Social Security provides.

    Social Security in 2025

    Play Episode Listen Later Dec 21, 2024


    During this episode, we'll discuss things you need to know about Social Security in 2025 as well as some of the lesser-known services that Social Security provides.

    Add These to Your Anti-Bucket List

    Play Episode Listen Later Dec 14, 2024


    On this show, we're going to discuss items you'll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.

    Add These to Your Anti-Bucket List

    Play Episode Listen Later Dec 14, 2024


    On this show, we're going to discuss items you'll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.

    Moving Up Your Retirement Date

    Play Episode Listen Later Dec 7, 2024


    During this show, we'll look at steps you can take if you want to move your retirement date up. We'll also look at the benefits that come with filing for Social Security at ages 62, 67, and 70.

    Moving Up Your Retirement Date

    Play Episode Listen Later Dec 7, 2024


    During this show, we'll look at steps you can take if you want to move your retirement date up. We'll also look at the benefits that come with filing for Social Security at ages 62, 67, and 70.

    Your Retirement Planning Ages

    Play Episode Listen Later Nov 30, 2024


    On this show, we'll look at how younger workers feel about retirement, and we'll then discuss retirement prep at different ages.

    Your Retirement Planning Ages

    Play Episode Listen Later Nov 30, 2024


    On this show, we'll look at how younger workers feel about retirement, and we'll then discuss retirement prep at different ages.

    The 2025 Medicare Picture

    Play Episode Listen Later Nov 23, 2024


    During today's show, we'll discuss Medicare's 2025 cost increases and more!

    The 2025 Medicare Picture

    Play Episode Listen Later Nov 23, 2024


    During today's show, we'll discuss Medicare's 2025 cost increases and more!

    Reducing Taxes on Retirement Withdrawals

    Play Episode Listen Later Nov 16, 2024


    During this show, we're going to discuss how you can save money on withdrawals from retirement accounts.

    Reducing Taxes on Retirement Withdrawals

    Play Episode Listen Later Nov 16, 2024


    During this show, we're going to discuss how you can save money on withdrawals from retirement accounts.

    What does the Fed's rate cut mean for you?

    Play Episode Listen Later Nov 9, 2024


    During this program, we're going to discuss what the recent news of a Fed rate cut means for the average American.

    What does the Fed's rate cut mean for you?

    Play Episode Listen Later Nov 9, 2024


    During this program, we're going to discuss what the recent news of a Fed rate cut means for the average American.

    Social Security will see modest COLA rise in 2025

    Play Episode Listen Later Nov 2, 2024


    During this episode, we're going to discuss the recent news about Social Security's Cost of Living Adjustment increase as well as maximizing your Social Security payment.

    Social Security will see modest COLA rise in 2025

    Play Episode Listen Later Nov 2, 2024


    During this episode, we're going to discuss the recent news about Social Security's Cost of Living Adjustment increase as well as maximizing your Social Security payment.

    Preserve Your Retirement Savings

    Play Episode Listen Later Oct 26, 2024


    In this episode, we dive deep into strategies to protect your retirement savings from market volatility and unexpected expenses. Discover how to diversify your investments, set aside an emergency fund, and consider tax strategies to safeguard your financial future.

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