28. The 10 People You Should Have on Your Retirement Team

by | Feb 16, 2022 | charity, Education, Finance, Financial, Financial Planner, Insurance Specialist, Investing, Investment, Life Coach, multigenerational wealth, Nutritionist, Personal Trainer, Realtor, Retire, Retirement, tax planner

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 have on your retirement team and discuss the importance of their participation for the overall health and wellbeing of you and your family as you enter into retirement.

Jose and Jeff discusses: 

  • How financial, property, and tax planning will reduce risk and stress for your family’s future
  • Why building a team will take care confusion for your spouse
  • The importance of planning your overall health and wellbeing to enjoy your retirement
  • Preparing your accumulated wealth for multigenerational benefit
  • And more

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