26. Common IRA Mistakes You Want to Avoid

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...

Pat’s Event Test

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25. The Biggest Concerns for Families of Wealth

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...

24. Common Retirement Planning Mistakes to Avoid

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...
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