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April 29, 2025 18 mins

This week on Retire South Florida, Joe Valenzuela discusses the mission of Valenzuela Financial, emphasizing the importance of financial education and the need for clients to understand their financial situations. He addresses concerns about the economy and potential recessions, urging listeners to be proactive with their investments. The conversation also delves into the often-misunderstood topic of annuities, highlighting the need for proper education and understanding in financial planning. Finally, Joe stresses the importance of having a financial roadmap to navigate retirement effectively and the common issue of hidden fees in investment plans.

For more information, please visit ValenzuelaFinancial.com!

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