This week, Joe and Julia Valenzuela discuss the importance of financial reviews, emphasizing that these should be mathematical analyses rather than mere opinions. They address common misconceptions about financial advisors, the risks associated with relying on family for financial advice, and the serious issue of elder abuse in financial matters. The conversation also outlines the process of financial planning, highlighting the significance of creating a comprehensive retirement roadmap.
For more information, please visit ValenzuelaFinancial.com!
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