This week, Joe and Julia Valenzuela discuss the importance of financial reviews, emphasizing that these should be mathematical analyses rather than mere opinions. They address common misconceptions about financial advisors, the risks associated with relying on family for financial advice, and the serious issue of elder abuse in financial matters. The conversation also outlines the process of financial planning, highlighting the significance of creating a comprehensive retirement roadmap.

For more information, please visit ValenzuelaFinancial.com!

This week, Joe and Julia Valenzuela discuss the importance of financial reviews, emphasizing that these should be mathematical analyses rather than mere opinions. They address common misconceptions about financial advisors, the risks associated with relying on family for financial advice, and the serious issue of elder abuse in financial matters. The conversation also outlines the process of financial planning, highlighting the significance of creating a comprehensive retirement roadmap.
For more information, please visit <a href="https://valenzuelafinancial.com/">ValenzuelaFinancial.com</a>!

Retirement in South Florida doesn’t start with heading to the beach. It starts with careful planning, attention to detail, and a keen eye for the finer points of a solid retirement plan.

That’s why Retire South Florida is your go-to source for all things retirement. Powered by Valenzuela Financial and hosted by president Joe Valenzuela, Retire South Florida dives into the data and looks at your retirement with a view toward sunny days, Magic City, and making the most of your future. Get started and listen today!

Retirement in South Florida doesn’t start with heading to the beach. It starts with careful planning, attention to detail, and a keen eye for the finer points of a solid retirement plan.
That’s why Retire South Florida is your go-to source for all things retirement. Powered by Valenzuela Financial and hosted by president Joe Valenzuela, Retire South Florida dives into the data and looks at your retirement with a view toward sunny days, Magic City, and making the most of your future. Get started and listen today!