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Episode 35: Young Families: Learn How To Plan Your Future
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...
Episode 34: Should Have, Would Have, Could Have: Let’s Talk Taxes
Live Life on Purpose Should Have, Would Have, Could Have: Let’s Talk Taxes (Ep. 34) Summary: 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...
Episode 33: Checklist – Here Are The Components of a Planning Process
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...
Episode 32: Do You Know About These Critical Financial Bad Habits?
Learn How to Avoid These Critical Financial Bad Habits (Ep. 32) Summary: It can be easy to slip into bad habits with your finances, especially with the many distractions and temptations we face everyday. It’s important to learn how to question and say no to...
