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Podcast 17: Riding Market Highs
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, Jeff and...
Episode 16: The Important Conversations You Need to Have with Your Parents — Part Three
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...
Episode 15: Crucial Conversations Around Business — Part 2
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...
Episode 14: The Critical Conversations with Family Members — Part 1
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...
