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Episode 29: Do You Know the 10 Most Common Objections to Estate Planning?
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...
Episode 28: The 10 People You Should Have on Your Retirement Team
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...
Episode 27. How to Adequately Prepare for YOUR Retirement
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....
Episode 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...
