Hello, my name is Joe. Most people call me Joe, except my mother and father — they call me Joseph. So you can call me Joe unless you want to yell at me about something, then call me Joseph. 🙂
I love helping people whether it’s during my day job as a CERTIFIED FINANCIAL PLANNER™ professional, helping a friend pick out a turntable, or helping my daughter with her Common Core math homework — on second thought, erase that last one. I love doing those first two things.
I know you are dying to learn more about me.
If you listened to any of my videos or podcasts you can probably tell that I was born and raised in New York. I promise you, however, I do not have an attitude and yes I love pizza! My family and I live in a great small town on Long Island called Bayport. Yes it is “on” Long Island, you do not live “in” an island.
Pizza is by far my favorite food and if I could eat it every day I would. Ironically, I follow a strict Paleo diet. It’s only pizza for me once a week.
My daughter Juliette and I are obsessed with Star Wars! I promise I did not force her to love it, it just happened. Score for me!
I am a true audiophile at heart. I love listening to my records on my vintage stereo system in our music room. Oh, and yes it sounds so much better than digital. 🙂
If I’m not working in my office I’m out antique shopping with my wife (yes, I love it too and if that makes me less cool, I don’t care) or you will find me at Bayport CrossFit.
Joe, you sound like a really cool guy.
Thanks, I think so.
But what about your work history and why should I listen to you about Social Security?
If you weren’t sure, yes that is my dad. Everyone says we look alike, except my mom — she thinks I look like her. 🙂 We also work together and he has the pleasure of seeing me everyday. 🙂 Just when I think I know everything he teaches me something new. Shh, don’t tell him I said that. He runs Focus Planning Group’s Insurance Consulting and Employee Benefit divisions.
Now that you know more about me and you think I am the smartest and coolest guy around, I would love to learn more about and help you get the most out of your Social Security benefits. You can send me a tweet @Focus_Planning and use #socialsecurityteacher, or just send me an old-fashioned email through my contact me page.