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. Maintain a sense of financial comfort throughout your financial life. Why? Financial comfort simply means not having to worry about your money. If financial stress contributes to retirement stress then you will have to make changes.

Many are able to enjoy their happiness with far less than others simply because they have an understanding of their spending habits and financial needs. Others like to spend money but are comfortable simply because they have an overall understanding of the options available to them.

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