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Episode 19: Five Key Steps to Take Before You Retire
Don’t make the mistake of retiring too soon! You just might regret it in the future. To help you find the right time to retire, in this episode, Jose Feliciano and Jeff Feliciano discuss five key steps to take while considering retirement. Jose and Jeff discuss: Why...
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...
The Importance of Avoiding Burnout
When it comes to helping people reach their goals, most financial advisors tend to focus on areas like investing, tax planning, and other money-related topics. I am no exception. After all, these things are critically important if you want to save for retirement,...
Retirement Can Be the Ultimate Vacation
Retirement Can Be the Ultimate Vacation … if You Plan Ahead. As we start getting into the holiday season, I’ve had several friends tell me about their vacation plans. Listening to them talk, it’s clear they’ve put a lot of thought and effort into planning for their...
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...
PODCAST – Live Life on Purpose
- 21. Planning For The Unexpected, Part One October 13, 2021
- 20. This is How to Write An Effective Financial Plan September 29, 2021
- 19. Five Key Steps to Take Before You Retire September 15, 2021