This week, Joe and Julia Valenzuela discuss essential topics related to retirement planning, including the importance of starting financial planning five years before retirement, the benefits of indexed annuities, the misconceptions surrounding investment fees, and the value of active money management. They emphasize the need for proper financial advice and the risks associated with relying on non-fiduciary sources for financial decisions. For more information, please visit ValenzuelaFinancial.com!See omnystudio.com/listener for privacy information.

Ver todos los episodios