Video Transcript

Hi, I’m Joseph Falbo, certified financial planner and president for Falbo Wealth Management, and I’m here to help you plan your next phase. When you think of your retirement, what vision comes to mind? Here’s one of my keys to a successful transition. Have a clear vision of this next phase of your life. Why? The foundation of a successful transition is to have a clear idea of the destination that you have. That is the difference between a wish and a goal. Also, you want to be clear about the values that will guide your life in the future, because that understanding will let you devote more time to the things in life that are important to you.

Sign up today for a free PDF copy of my workbook, Your Second Life. This booklet, coauthored by Barry LaValley of the Retirement Lifestyle Center, will help you understand the benefits of planning ahead to build the life that you want.