Live Life on Purpose

It's understandable if you're nervous about getting divorced. However, Jose and Jeff Feliciano are here to help you! In this episode, Jeff and Jose unpack 5 financial tips to consider while navigating a divorce.  These are the same tips they've shared with numerous couples, including those with children and property from previous marriages.  Jose and … Continue reading Financial Considerations While Navigating Divorce (Ep. 36) →

What's important to you? When looking at your and your family's future, it's crucial to integrate goals, challenges, and processes within your plan.  From the importance of communication, education, and consistency to debt and budgeting tricks, this week, Jose and Jeff Feliciano provide you with the roadmap you need to consider when planning ahead for … Continue reading Young Families: Learn How To Plan Your Future (Ep. 35) →

We all know that April is a hard-hitting month due to taxes.  No matter if you missed something while filing and paying your taxes or filed and paid your taxes correctly. This week, Jose and Jeff Feliciano provide you with the tips that can reduce your taxes and help avoid the common feeling of “should … Continue reading Should Have, Would Have, Could Have: Let's Talk Taxes (Ep. 34) →

Whether you changed jobs, are at a new stage in your life, or the markets have experienced a change, it's crucial to review your portfolio and its structure to best fit your goals. In this episode, Jose and Jeff Feliciano reveal their checklist to ensure you and your advisor are hitting the right components of … Continue reading Checklist: Here Are The Components of a Planning Process (Ep. 33) →

It can be easy to slip into bad habits with your finances, especially with the many distractions and temptations we face everyday.  Learn how to question and say no to overindulging into your savings or bonus to prepare for a successful future. In this episode, Jose Feliciano and Jeff Feliciano discuss the critical habits to … Continue reading Learn How to Avoid These Critical Financial Bad Habits (Ep. 32) →

It might be stressful trying to figure out where to start with your financial planning. However, taking no action on your financial planning is an action. Creating a plan, no matter your goals, is essential for success. In this episode, Jose Feliciano and Jeff Feliciano discuss the financial habits that will lead you to success. … Continue reading Some Good Financial Habits to Have (Ep. 31) →

More and more people have been changing their careers and starting a business since the start of the pandemic. It is important to be proactive and consider planning for the future of your business and your employees. In this episode, Jose Feliciano and Jeff Feliciano discuss the nine things business owners should consider to plan … Continue reading 9 Critical Financial Considerations for Business Owners (Ep. 30) →

You never know what comes tomorrow. Take time to plan your future, for your investments AND your estate, for yourself and your loved ones. In this episode, Jose Feliciano and Jeff Feliciano identify the 10 common objections to estate planning and why it is important to begin today no matter your age, income, or family … Continue reading 10 Common Objections to Estate Planning (Ep. 29) →

Being prepared for a life ahead of you is important for the wellbeing of you and your family. Preparation should include a team of professionals to ensure you are making more of your time, money, and looking out for your family. In this episode, Jose Feliciano and Jeff Feliciano highlight the ten people you should … Continue reading 28. The 10 People You Should Have on Your Retirement Team →

The number one question that is asked when planning for retirement is, “How much money do I need to retire?” It is an important question to talk about today, to put you closer on track to your goal and consider the many options you have to sustain a happy retirement. In this episode, Jose Feliciano … Continue reading 27. How to Adequately Prepare for YOUR Retirement →

At some point all of us are going to have to face decisions on what we do with our retirement plans. And there are some things people tend not to think about.  In this episode, Jose Feliciano and Jeff Feliciano identify some of the common IRA mistakes and provide a guide on how to avoid … Continue reading 26. Common IRA Mistakes You Want to Avoid →

For families of wealth, there can be a number of planning issues and a lot of decisions to be made that can be overwhelming.  But involving a planning professional can help you to maintain—and continue to grow—your family's wealth. In this episode, Jose Feliciano and Jeff Feliciano discuss the biggest concerns for families of wealth … Continue reading 25. The Biggest Concerns for Families of Wealth →

Retirement is a big decision and something that shouldn't be taken lightly. If you plan on retiring soon, you should be planning ahead to avoid the most common mistakes of retirement planning. In this episode, Jose Feliciano and Jeff Feliciano walk through some of the most common retirement mistakes people make and how to address … Continue reading 24. Common Retirement Planning Mistakes to Avoid →

Most people do their financial and tax planning at the beginning of the year to set goals for the year, big expenses for the year, and much more.  But more often than not, what people don't realize is sometimes the most important review that you can do is at the end of each year. In … Continue reading 23. The End of Year Review Process →

If the past year and a half has taught us anything, it is that life is full of unexpected events and changes, including personal emergencies, world events, potential health issues and much more. In part two of this series, Jose Feliciano and Jeff Feliciano continue their discussion about planning for the unexpected. In this episode, … Continue reading 22. Planning for the Unexpected, Part Two →

If the past year and a half has taught us anything, it is that life is full of unexpected events and changes, including personal emergencies, world events, potential health issues and much more. But, do you have a structured plan in place to prepare for the unexpected, to keep you on track and calm during … Continue reading 21. Planning For The Unexpected, Part One →

By writing an effective financial plan, you can focus on achieving your goals and focusing on the things that matter most in your life. In this episode, Jose Feliciano and Jeff Feliciano discuss the process of writing an effective financial plan, the typical gaps they notice in clients' plans, and how they address these gaps. … Continue reading 20. This is How to Write An Effective Financial Plan →

Don't make the mistake of retiring too soon! You just might regret it in the future. To help you find the right time to retire, in this episode, Jose Feliciano and Jeff Feliciano discuss five key steps to take while considering retirement. Jose and Jeff discuss: Why you don't want to pull the trigger and … Continue reading 19. Five Key Steps to Take Before You Retire →

Women still earn less money than men for the same role, but they tend to live longer—which means that every woman should have her own financial plan with her own needs in mind. In this episode, Jose Feliciano and Jeff Feliciano share ten tips to help empower female investors to have more financial independence now … Continue reading 18. 10 Tips to Help Empower Women Investors →

Before making an investment decision, ask yourself, “Should I invest in the market now?” But at the end of the day, investors are being reminded of the importance of focusing on their long-term goals instead of following short-term events. In this episode, Jose Feliciano and Jeff Feliciano share how investors can use a disciplined approach, … Continue reading 17. Riding Market Highs →

It's important to take the time to have important open conversations with your parents about their finances. In part three of this mini-series, Jose Feliciano and Jeff Feliciano dive deep into how these conversations will bring your family closer together, create structure in your planning and protect your family. Jose and Jeff discuss:  Why you … Continue reading 16. The Important Conversations You Need to Have with Your Parents — Part Three →

Business owners often don't take the time to call a timeout. But the truth is, it is necessary to focus on a strategic plan for what's next for the company in the future. In part two of this mini-series, Jose Feliciano and Jeff Feliciano focus on conversations you need to have with family members and … Continue reading Episode 15 – Crucial Conversations Around Business — Part 2 →

It can be extremely uncomfortable as talking about money with family members. But there are critical conversations that are almost unavoidable that you need to have with your spouse, kids, and parents. In part one of this mini-series, Jose Feliciano and Jeff Feliciano discuss how to approach those necessary money conversations with family members, and … Continue reading Episode 14 – The Critical Conversations with Family Members — Part 1 →

Whether you are interviewing a new financial advisor or already working with someone, there are some important questions you should be asking to make sure that these professionals are covering and addressing your needs. In part two of this two-part mini-series, Jose Feliciano and Jeff Feliciano continue to address the questions that you should be … Continue reading Episode 13 – Common Questions That Investors Should Ask Advisors – Part 2 →

One of the most important decisions that families and business owners can make in their lifetime is aligning with the right financial partner to help guide you through your life financially and making smart choices with money. In part one of this two-part mini-series, Jose Feliciano and Jeff Feliciano discuss some of the very important … Continue reading Episode 12 – Common Questions That Investors Should Ask Advisors – Part 1 →

Let's face it, life does get busy—but it is important to stay accountable when organizing your financial situation, here and now. In this episode, Jose Feliciano and Jeff Feliciano have a conversation about what individuals need to hear to help them continue to protect their money. You will learn: What needs to happen to your … Continue reading Episode 11 – How To Focus on Your Financials Now →

There are a lot of people that take more risks with their savings than they need to in order to guarantee they don't run out of money in retirement.  In this episode, Jose Feliciano and Jeff Feliciano share the difference between saving versus investing for retirement, and help listeners understand what volatility means to set … Continue reading Episode 10 – Saving Versus Investing →

As business owners, you likely have questions about the structure you should have in place to attract and retain top talent, as well as save money in taxes. In part two of this two-part series, Jose Feliciano and Jeff Feliciano address questions that business owners have when it comes to the structure that they need … Continue reading Episode 9 – Business Owners' Commonly Asked Tax Questions, Answered – Part 2 →

When it comes to saving money, there are so many options available to you, it can be overwhelming to get started. Why not start utilizing investment vehicles to accomplish what is important to you? In part one of this two-part mini-series, Jose Feliciano and Jeff Feliciano answer individuals' commonly asked questions about saving for retirement. … Continue reading Episode 8 – Individuals' Commonly Asked Tax Questions, Answered – Part 1 →

Do you understand the drivers to creating a successful investment experience? In this episode, Jose Feliciano and Jeff Feliciano outline ten key principles of successful investing, some common mistakes people make and why, to lead to a higher probability of success from an investment standpoint. In this episode you will learn: The concept of embracing … Continue reading Episode 7 – Ten Core Principles to Creating a Successful Investment Experience →

It's a new year. It's a new president. Are you prepared for the changes that are coming this year? In this episode, Jose Feliciano and Jeff Feliciano teach you to prioritize, and become more organized in order to achieve your financial goals. They share some insights on what to expect for this year with the … Continue reading Episode 6 – Finding Value in 2021 →

If something were to happen to you, what would you want your family's life to look like? Can you be sure that they would live comfortably? In part one of a two-part series, Jose Feliciano and Jeff Feliciano teach you how to use insurance to protect your family's financial future. They share their own experiences … Continue reading Episode 5: How to Protect Your Family's Financial Future With Life Insurance: Part 1 →

A lot of families spend a lifetime creating wealth, sacrificing today for the future, but sometimes not giving enough thought about what would happen to their wealth if the unthinkable were to happen. In this episode Jose and Jeff Feliciano discuss why you should be making smart choices about the protection of your assets. In … Continue reading Episode 4 – The Importance of Protection Around Financial Planning →

At Feliciano Financial Group, we strive for great performance and a great experience for our clients. In this episode, Jose Feliciano sits down with vice-president Jeff Feliciano to discuss what the client experience looks like when somebody works with the Feliciano Financial Group team. In this episode you will learn: What the introductory call process … Continue reading Episode 3 – The Client Experience at Feliciano Financial Group →