PODCAST · business
Retirement Success - Second Edition
by Joseph F. Falbo, Jr., Certified Financial Planner
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.
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Chapter 1 - Why You Need a Functional Retirement Advisor
It's No Longer Your Parents' Or Grandparents' RetirementAre 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 that previous generations could afford to ignore, but today's retirees can't.Whether you are five years from retirement or already retired, this book will help you understand what's at stake, avoid major pitfalls, and find the right advisor to guide you.Joseph Falbo Jr., CFP®, a financial advisor with over 30 years of experience, reveals how to find a trustworthy, empathetic advisor who prioritizes planning over products - in other words, a fully Functional Retirement Advisor (FRA).Inside, you'll discover how to:AVOID the biggest financial missteps that derail retirement. (Many people don't realize the risks until it's too late.)UNDERSTAND the one investing discipline every legitimate FRA practices. (Hint: It's not picking stocks)DEFINE your retirement vision - so you can tie your money to the the life you want to live.CALCULATE your retirement number - so you know exactly what it take to retire comfortably and stay retired.ASK the one financial advisor question almost no one every thinks to ask - but absolutely should. (This could change everything.)BLOCK OUT the constant financial media noise designed to trigger fear and panic - so you make smart decisions based on strategy, not headlines. Through relevant teachings, personal anecdotes, powerful analogies, and real-life stories, "Retirement Success: Hiring Your Functional Retirement Advisor" is the ultimate guide fo those approaching or already in a 21st century retirement.Because hope is not a strategy - and the right advisor can make all the difference.
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Chapter 2 - The Fiduciary Rule: What It Means To You
A large number of people assume their advisor is required to act in their best interest. The reality is not that simple.
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ABOUT THIS SHOW
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.
HOSTED BY
Joseph F. Falbo, Jr., Certified Financial Planner
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Frequently Asked Questions
How many episodes does Retirement Success - Second Edition have?
Retirement Success - Second Edition currently has 18 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Retirement Success - Second Edition about?
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...
How often does Retirement Success - Second Edition release new episodes?
Retirement Success - Second Edition has 18 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Retirement Success - Second Edition?
You can listen to Retirement Success - Second Edition on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Retirement Success - Second Edition?
Retirement Success - Second Edition is created and hosted by Joseph F. Falbo, Jr., Certified Financial Planner.
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