The Family Business of Financial Planning

25/02/2025 20 min
The Family Business of Financial Planning

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Episode Synopsis

This week on Retire South Florida, Joe and Julia Valenzuela discuss the importance of financial education, the challenges faced in retirement planning, and the dynamics of working in a family business. They emphasize the need for a structured retirement roadmap, the significance of understanding income sources, and the potential changes to Social Security that could impact retirees. The conversation highlights the value of proactive planning and the emotional aspects of financial decision-making. For more information, please visit ValenzuelaFinancial.com!See omnystudio.com/listener for privacy information.