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The Difference Between a Functional vs. Dysfunctional Advisor
“All financial success comes from acting on a plan. A lot of financial failure comes from reacting to the market.” —Nick Murray A Functional Retirement Advisor (FRA) is an advisor that may put emphasis on plans and not products. With a dysfunctional advisor, you will...
Why Do You Need a Functional Retirement Advisor?
“Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.” –Pablo Picasso They say that marriage is one of the most important decisions you will make in...
What is a Functional Retirement Advisor?
“An investment in knowledge pays the best interest.” - Benjamin Franklin Everyone wants retirement success, but the average person retiring in the 21st century has no idea of the challenges that await them in their “second life.” They have worked hard and have...
Retirement Tip 4 Take a Balanced Approach to Leisure
Video Transcript
Understanding Your Attitudes About Money
Retirement Tip 6 Ensure Your Home Meets the Needs of Your Lifestyle
Video Transcript Hi. I'm Joseph Falbo, certified financial planner and president for Falbo Wealth Management.I'm here to help you plan your next phase. When you think of your retirement, what vision comes to mind? Here is one of my keys to a successful transition....
Retirement Tip 7 Maintain a Sense of Financial Comfort
Changing Nature of Retirement
Video Transcripts Hi. I'm Joseph Falbo, President and Financial Advisor for Falbo Wealth Management. I'm here to help you plan your next phase. I often see clients who come into my office and really don't have any idea of what they are retiring to. That makes it tough...
Your Second Life
Video Transcript Hi, I'm Joseph Falbo, President and Financial Advisor for Falbo Wealth Management. I'm here to help you plan your next phase. Is your retirement really the end for you or is that actually a beginning of something wonderful that gives you the time,...
Feeling Abandoned by Your Large Brokerage Firm
Video Transcript If you feel like you're abandoned by your large brokerage firm, if you feel that you have no financial plan, if you've been sent to a call center, or if you just haven't heard from your advisor in six months, I'm here to help and serve you. Hi. I'm...