Joseph F. Falbo, Jr., Certified Financial Planner

Retirement Success - Second Edition

Business EN ↓ 18 episodes

This book ensures that you have the right advisor to guide you through retirement. It's a direct, non-nonsense guide to finding an advisor who prioritizes your goals over their income. This is also a guide for understanding the challenges e face in the 21st century retirement landscape. The majority of people are going to need a good advisor to get them through it, and this book will show you exactly what that advisor should look like.

Author

Joseph F. Falbo, Jr., Certified Financial Planner

Episodes

Chapter 1 - Why You Need a Functional Retirement Advisor 13.12.2025 37:53

It's No Longer Your Parents' Or Grandparents' Retirement Are you making the mistake of planning for the retirement using a rear view mirror? Most people don't know what they don't know about retirement. The old rules no longer apply. Longer lifespans, rising costs, market volatility, healthcare expenses, and tax inefficiencies have created a new set of challenges - ones...

Chapter 2 - The Fiduciary Rule: What It Means To You 12.12.2025 13:58

A large number of people assume their advisor is required to act in their best interest. The reality is not that simple.

Chapter 3 - Retirement In The 21st Century: What's Changed? 11.12.2025 5:42

Chapter 4: Procrastination: The Silent Retirement Killer 10.12.2025 6:44

Chapter 5: The Wrong Kind of Advice Can Cost You Millions 09.12.2025 5:25

Chapter 6: How Financial News Can Lead You Astray 08.12.2025 8:30

Chapter 7: Why Financial Education is Failing Americans 07.12.2025 8:01

Chapter 8: The Five Criteria for a Functional Retirement Advisor 06.12.2025 12:07

Chapter 9: Trust & Confidence: The Foundation of a Strong Advisory Relationship 05.12.2025 10:11

Chapter 10: Empathy & Understanding: Why Qualitative Data Matters 05.12.2025 6:59

Chapter 11: How Much Experience is Enough? 04.12.2025 8:30

Chapter 12: Your Advisor's Financial Stability 03.12.2025 7:16