Joseph Valerio @josephinvests

Guiding Florida Retirement System Special-Risk Employees in the Greater Miami Area ☀️ | CFP® and Enrolled Agent | Tweets ≠ Advice Fort Lauderdale, Florida Joined October 2020

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Joseph Valerio @josephinvests

3 weeks ago

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

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Joseph Valerio @josephinvests

a month ago

@AdvisorJobs 1000%

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Joseph Valerio @josephinvests

2 months ago

@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.

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Joseph Valerio @josephinvests

3 months ago

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

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Joseph Valerio @josephinvests

3 months ago

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

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Joseph Valerio @josephinvests

5 months ago

@NAZNINAKTEfpdc Claude

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Joseph Valerio @josephinvests

5 months ago

@Become_Viral TRAINING

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Joseph Valerio @josephinvests

5 months ago

@heynavtoor AI

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Joseph Valerio @josephinvests

6 months ago

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

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Joseph Valerio @josephinvests

9 months ago

@_John_Shipley still wanna know

Joseph Valerio @josephinvests

5 years ago

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

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Joseph Valerio @josephinvests

9 months ago

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

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Joseph Valerio @josephinvests

10 months ago

@jaredmachen Excellent advice

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Joseph Valerio @josephinvests

10 months ago

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

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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.

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Joseph Valerio @josephinvests

10 months ago

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

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Joseph Valerio @josephinvests

10 months ago

@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.

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Joseph Valerio @josephinvests

10 months ago

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.

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Joseph Valerio @josephinvests

10 months ago

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..

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Joseph Valerio @josephinvests

10 months ago

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.