Evolving Retirement Strategies for Modern Times

25/03/2025 17 min
Evolving Retirement Strategies for Modern Times

Listen "Evolving Retirement Strategies for Modern Times"

Episode Synopsis

This week on Retire South Florida, Joe and Julia Valenzuela discuss the evolution of retirement strategies, emphasizing the need to move beyond outdated rules like the 4% withdrawal rule and the age minus 100 investment strategy. They highlight the importance of financial education, the role of annuities in retirement planning, and the future of Social Security. The conversation aims to simplify complex financial concepts and encourage proactive financial planning. For more information, please visit ValenzuelaFinancial.com!See omnystudio.com/listener for privacy information.