What if your retirement strategy is missing the one thing that could extend your income by years? In this episode of Retire South Florida, Joe and Julia Valenzuela tackle the realities of credit card debt, retirement planning phrases that stick, and the misunderstood world of annuities. They break down the importance of lifetime income, Roth conversions, and tax-smart strategies—backed by insights from the Wharton School of Business. Whether you're nearing retirement or already there, this episode helps you rethink how to protect and grow your financial future.

For more information, please visit ValenzuelaFinancial.com!

What if your retirement strategy is missing the one thing that could extend your income by years? In this episode of&nbsp;Retire South Florida, Joe and Julia Valenzuela tackle the realities of credit card debt, retirement planning phrases that stick, and the misunderstood world of annuities. They break down the importance of lifetime income, Roth conversions, and tax-smart strategies&mdash;backed by insights from the Wharton School of Business. Whether you're nearing retirement or already there, this episode helps you rethink how to protect and grow your financial future.
For more information, please visit&nbsp;<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!