The Compass Wealth Conversations Podcast

How One Act of Kindness Sparked a Movement for Breast Cancer Recovery (Ep. 22)

When Katelynn Devinney’s mom was diagnosed with breast cancer, a simple sweatshirt with inside pockets for post-surgical drainage tubes changed her recovery and inspired a mission. In this heartfelt episode, Brendon Murphy speaks with Katelynn about how that one moment became Pockets of Hope, a nonprofit providing comfort and care to women healing from mastectomies. What started as a sewing project between friends has grown into a nationwide effort, supported by volunteers, small businesses, and survivors themselves. You’ll hear how Katelynn’s community came together, how her mom’s strength fueled the vision, and why something as simple as a pocket can mean so much during recovery. What to expect in this episode: * The origin story behind Pockets of Hope and Katelynn’s personal connection * How the nonprofit provides specialty sweatshirts for post-mastectomy care * Why small gestures of support matter more than we realize * How to donate, volunteer, or refer someone in need of support * And more! Resources: * 🌐 [https://s.w.org/images/core/emoji/17.0.2/72x72/1f310.png] Request a hoodie or donate [https://www.pocketsofhope.com] * 📆 [https://s.w.org/images/core/emoji/17.0.2/72x72/1f4c6.png] Fundraiser Event Info  [https://www.pocketsofhope.com/events.html] Connect with Brendon Murphy:  * (610) 449-9900 * LinkedIn: Brendon Murphy [https://www.linkedin.com/in/brendon-murphy-cltc-csscs-b72180106/] * bmurphy@mycfsi.com [bmurphy@mycfsi.com] * Website: Compass Financial Solutions [https://compassfinancialsolutionsinc.com/] Connect with Katelynn Devinney: * LinkedIn: Katelynn Devinney [https://www.linkedin.com/in/katelynn-fitti-devinney-729b0681/] * Website: Pockets of Hope [https://www.pocketsofhope.com] About our Guest: Katelynn Devinney is the Founder and Executive Director of Pockets of Hope, a nonprofit dedicated to supporting women recovering from mastectomy surgeries through handmade zip-up sweatshirts designed to hold drainage tubes. Inspired by her mother’s journey with breast cancer, Katelynn has mobilized a network of volunteers, fundraisers, and survivors to bring comfort, dignity, and hope to others.

Long-Term Care Has Changed: What Families Need to Know (Ep. 21)

When it comes to long-term care, many clients are caught off guard emotionally and financially. But with proper planning, advisors can help families preserve both their dignity and their wealth. In this episode, Brendan Murphy speaks with Don Quante, Founder and President at Wealth Protection Advisors, and author of Don’t Go Broke in a Nursing Home, about how to approach long-term care planning in a way that protects legacies without overburdening clients. Don explains how guaranteed-issue life insurance policies with long-term care riders offer a powerful solution, especially for clients who can’t qualify for traditional coverage. He also shares how the pandemic has shifted attitudes toward home-based care, and why it’s more important than ever for advisors to introduce these strategies early. If you’re looking to bring more clarity and confidence to your clients’ aging plans, this conversation is a must-listen. What to expect in this episode: * Why 88% of Americans now say they want long-term care delivered at home * A deep dive into guarantee issue long-term care and who qualifies * The surprising financial toll on unpaid caregivers, especially adult daughters * How the Pension Protection Act and new “beautiful bill” may impact your plan Resources: * Don’t Go Broke in a Nursing Home [https://www.amazon.com/Dont-Go-Broke-Nursing-Home/dp/1467507911] by Don Quante * Compass Financial Solutions Long Term Care Insurance [https://compassfinancialsolutionsinc.com/long-term-care-insurance/] * Pension Protection Act (PPA) [https://www.dol.gov/agencies/ebsa/laws-and-regulations/laws/pension-protection-act] Connect with Brendon Murphy:  * (610) 449-9900 * LinkedIn: Brendon Murphy [https://www.linkedin.com/in/brendon-murphy-cltc-csscs-b72180106/] * bmurphy@mycfsi.com [bmurphy@mycfsi.com] * Website: Compass Financial Solutions [https://compassfinancialsolutionsinc.com/] Connect with Don Quante: * LinkedIn: Don Quante [https://www.linkedin.com/in/donquantewpa] * Website: Wealth Protection Advisors [https://www.wpa123.com/] About our Guest: Don Quante is the Founder and President at Wealth Protection Advisors. Don is a nationally recognized long-term care planning expert, best-selling author, and 2022 MDRT Hall of Fame Inductee. With more than four decades of experience, Don empowers financial advisors and their clients to make informed care decisions, preserve wealth, and find peace of mind; no matter their health history.

Unlocking Kaizen: How to Build Tax-Free Income and Transfer Wealth Without Debt (Ep. 20)

What if you could use other people’s money to grow your retirement income without taking on the risk yourself? That’s the core idea behind the Kaizen strategy. In this episode, Brendan Murphy sits down with Jeremy Bickler, CLU®, Vice President of Simplicity Life at Simplicity Group, to unpack how this unique leverage-based life insurance strategy works. With over two decades in finance and insurance, Jeremy explains how clients can amplify their wealth-building efforts while minimizing exposure, debt, or personal guarantees. This episode is a must-listen for professionals with strong cash flow who want to explore innovative ways to supplement retirement income or enhance long-term wealth transfer. What to expect in this episode: * How Kaizen uses leverage to supercharge a life insurance retirement plan * Why this isn’t your typical premium financing strategy * Which types of clients and age ranges benefit most * Real-world uses for Kaizen in business, gifting, and legacy planning Resources: * www.myilia.com/kaizen [http://www.myilia.com/kaizen] Connect with Brendon Murphy:  * (610) 449-9900 * LinkedIn: Brendon Murphy [https://www.linkedin.com/in/brendon-murphy-cltc-csscs-b72180106/] * bmurphy@mycfsi.com [bmurphy@mycfsi.com] * Website: Compass Financial Solutions [https://compassfinancialsolutionsinc.com/] Connect with Jeremy Bickler: * LinkedIn: Jeremy Bickler [https://www.linkedin.com/in/jeremybickler/] * Website: Simplicity Group [https://www.simplicitygroup.com/] About our Guest: Jeremy Bickler is VP of Sales of Simplicity Life at Simplicity Group. With over 20 years in insurance and finance, he’s a driving force behind the Kaizen strategy, making it easier for clients to grow, protect, and transfer their wealth.

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) [https://thecompasswealthconversationspodcast.blubrry.net/2025/01/22/financial-teamwork-how-collaboration-enhances-your-wealth-management-with-brendan-mcpoyle-ep-12/] Connect with Brendon Murphy:  * (610) 449-9900 * LinkedIn: Brendon Murphy [https://www.linkedin.com/in/brendon-murphy-cltc-csscs-b72180106/] * bmurphy@mycfsi.com [bmurphy@mycfsi.com] * Website: Compass Financial Solutions [https://compassfinancialsolutionsinc.com/] Connect with Brendan McPoyle, CFP®, AEP®: * Princeton Financial Partners [https://www.princetonglobal.com/] * LinkedIn: Brendan McPoyle [https://www.linkedin.com/in/brendan-mcpoyle/] About Our Guest: As a CERTIFIED FINANCIAL PLANNER™ [https://s.w.org/images/core/emoji/17.0.2/72x72/2122.png], 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.

Selling Delco, Serving Community: Real Estate with Purpose (Ep. 18)

What if your most significant career shift started with someone saying, “You’re never going to be the guy”?  For John, that challenge sparked a journey from chasing football dreams to co-leading one of the most community-driven real estate brands in Delaware County. In this episode of Compass Wealth Conversations, Brendon Murphy talks with John Port of Selling Delco about how humility, hard work, and a deep connection to their hometown shaped a real estate business that’s anything but ordinary. From turning down deals to doing what’s right for the client, to hosting 800-person events for charity, this conversation is about more than selling homes. It’s about living with purpose. What to expect in this episode: * Behind the scenes of how Selling Delco was built—from rejection to reputation * Why the Delco Group isn’t just a charity—it’s a call to action * A powerful story of how John’s daughter helped drive a community initiative * Real talk on today’s real estate market and why experience matters more than ever * And more! Connect with Brendon Murphy:  * (610) 449-9900 * LinkedIn: Brendon Murphy [https://www.linkedin.com/in/brendon-murphy-cltc-csscs-b72180106/] * bmurphy@mycfsi.com [bmurphy@mycfsi.com] * Website: Compass Financial Solutions [https://compassfinancialsolutionsinc.com/] Connect with John Port:  * Selling Delco – The Mike Mulholland Team [https://www.sellingdelco.com/about/] * LinkedIn: John Port [https://www.linkedin.com/in/john-port-13932135/] * Instagram: @sellingdelco [https://www.instagram.com/sellingdelco/?hl=en] About our Guest:  John has been a full time agent with the Mike Mulholland Team since we have opened our doors.  A partner and manager of the team, John works with buyers, sellers and investors.  John has been in the business since December of 2006.  Personal – John graduated from Monsignor Bonner High School and Albright College in Reading.  John was a 4 year starter and Captain at Quarterback for Albright and received All-American Honors while breaking every school record during his career.  He played minor league Arena Football.  John spends his spare time volunteering in the County, coaching at BYC in Garnet Valley, and training young Quarterbacks in Delaware and Chester County. John is the founder of The Delco Group. A local non-profit doing special things for members of the Delaware County community facing different hardships.  The rest of his time away from the office, charity and football field is spent with his wife Kristen and their three beautiful children JJ Landon and Lyla.   Business – John is one of the best in the business.  He knows the local market as well as anyone.  His marketing tactics are consistently recognized on a national level. John’s unique approach to marketing has helped set the SellingDelco team apart from the rest.