Joseph Valerio

Guiding Florida Retirement System Special-Risk Employees in the Greater Miami Area ☀️ | CFP® and Enrolled Agent | Tweets ≠ Advice

[Joseph Valerio @josephinvests]

@AdvisorJobs Going through it right now and can attest. They say what they need to say to get the deal done.

[Joseph Valerio @josephinvests]

@AdvisorJobs 1000%

[Joseph Valerio @josephinvests]

@zachmelloh26 And to not burn out and have to force and early retirement. Could extend their working years which obv helps financially but moreso physically / mentally.

[Joseph Valerio @josephinvests]

@AdvisorJobs What’s the payout % range after the salary drops off from what you’ve seen?

[Joseph Valerio @josephinvests]

@CPATaxTeam @AdvisorJobs Wouldn't say the DIY crowd all fails. Know plenty that wouldn't benefit from an AUM fee.

[Joseph Valerio @josephinvests]

@NAZNINAKTEfpdc Claude

[Joseph Valerio @josephinvests]

@Become_Viral TRAINING

[Joseph Valerio @josephinvests]

@heynavtoor AI

[Joseph Valerio @josephinvests]

@Smack_Check @ForemanTaxLaw I mean its super easy to avoid with proper planning. I'd have to agree.

[Joseph Valerio @josephinvests]

@_John_Shipley still wanna know

[Joseph Valerio @josephinvests]

@_John_Shipley would u rather have greg newsome or tyson campbell?

[Joseph Valerio @josephinvests]

@IraGilligan Not weird at all.. Great Dads dont get recognized enough. This is probably from one 'good dad' to another.

[Joseph Valerio @josephinvests]

@jaredmachen Excellent advice

[Joseph Valerio @josephinvests]

@TKopelman Folks that understood this had a much easier past few years with all the inflation issues.

[Joseph Valerio @josephinvests]

This year alone I’ve seen two clients spending $20k+ a month due to long term care needs.

These costs keep rising and cannot be underestimated.

In my opinion, you don't have a financial plan, if you don't have a plan for these costs.

[Joseph Valerio @josephinvests]

@BennettSteinCPA @NxtGenPlanning Great advice, my door to door days have been more valuable than anything I learned in school.

[Joseph Valerio @josephinvests]

@FPasselli94 Depends when you want to retire and how much you want to spend..

See plenty of clients retire with $1mm and live great lives. Others, by their own admission, not so much.

[Joseph Valerio @josephinvests]

If you're a young person, your only chance to escape this death spiral is to do everything you can to save money to either buy or create assets so you too can benefit from rising prices.

[Joseph Valerio @josephinvests]

Assets inflate just like everything else. If you've held assets in the past decade, you've made out very well..

You know who hasn't held assets?

Young people..

[Joseph Valerio @josephinvests]

Older people may look at this and think, this is overblown, things can't really be this bad.

That's because they've been the ultimate beneficiaries of the endless money printing.