Joseph Falbo has spent 30 years helping people navigate retirement, from the 1999 tech boom through COVID and beyond. In this episode, we explore his concept of the "functional retirement advisor" and why modern retirement demands a completely different approach than what worked for previous generations. About Joseph Falbo Joseph is the founder of Falbo Wealth and Amazon #1 bestselling author of Retirement Success: Hiring Your Functional Retirement Advisor. After starting his career at a penn...
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Joseph Falbo has spent 30 years helping people navigate retirement, from the 1999 tech boom through COVID and beyond. In this episode, we explore his concept of the "functional retirement advisor" and why modern retirement demands a completely different approach than what worked for previous generations. About Joseph Falbo Joseph is the founder of Falbo Wealth and Amazon #1 bestselling author of Retirement Success: Hiring Your Functional Retirement Advisor. After starting his career at a penn...
077: Beyond Break Even: Mastering Social Security Strategies with Russ Gaiser and Mike Hoeflich
The Influential Advisor
48 minutes
8 months ago
077: Beyond Break Even: Mastering Social Security Strategies with Russ Gaiser and Mike Hoeflich
Episode Summary: In today's episode, Russ and Mike unpack their insightful five-pillars framework for Social Security optimization and reveal strategies that could help maximize retirement benefits. With pensions disappearing and Social Security representing 30-50% of retirement income for many Americans, making the right claiming decision is crucial. The authors highlight a startling reality: 80% of men die married while 80% of women die single, yet most claiming strategies overlook this fa...
The Influential Advisor
Joseph Falbo has spent 30 years helping people navigate retirement, from the 1999 tech boom through COVID and beyond. In this episode, we explore his concept of the "functional retirement advisor" and why modern retirement demands a completely different approach than what worked for previous generations. About Joseph Falbo Joseph is the founder of Falbo Wealth and Amazon #1 bestselling author of Retirement Success: Hiring Your Functional Retirement Advisor. After starting his career at a penn...
