This week, Joe and Julia from Valenzuela Financial discuss the dynamics of working in a family business, the unique financial strategies for small business owners, and the emotional aspects of financial decision-making. They emphasize the importance of understanding hidden fees in investments, the need for financial education, and the challenges posed by information overload in today's digital age. The discussion highlights the significance of creating a personalized financial roadmap to navigate retirement effectively.

For more information, please visit ValenzuelaFinancial.com!