It’s understandable if you’re nervous about getting divorced. However, Jose and Jeff Feliciano are here to help you! In this episode, Jeff and Jose unpack 5 financial tips to consider while navigating a divorce. These are the same tips they’ve

Young Families: Learn How To Plan Your Future (Ep. 35)

Jun 29th, 2022 31m 55s

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,

Should Have, Would Have, Could Have: Let’s Talk Taxes (Ep. 34)

Jun 15th, 2022 27m 3s

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 week, Jose and Jeff Feliciano provide you with the tips that can red

Checklist: Here Are The Components of a Planning Process (Ep. 33)

May 18th, 2022 25m 22s

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

Learn How to Avoid These Critical Financial Bad Habits (Ep. 32)

Apr 13th, 2022 24m 39s

It can be easy to slip into bad habits with your finances, especially with the many distractions and temptations we face everyday. Learn how to question and say no to overindulging into your savings or bonus to prepare for a successful future.

Some Good Financial Habits to Have (Ep. 31)

Mar 30th, 2022 26m 13s

It might be stressful trying to figure out where to start with your financial planning. However, taking no action on your financial planning is an action. Creating a plan, no matter your goals, is essential for success. In this episode, Jose Fe

9 Critical Financial Considerations for Business Owners (Ep. 30)

Mar 16th, 2022 20m 2s

More and more people have been changing their careers and starting a business since the start of the pandemic. It is important to be proactive and consider planning for the future of your business and your employees. In this episode, Jose Felic

10 Common Objections to Estate Planning (Ep. 29)

Mar 2nd, 2022 26m 5s

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 a

28. The 10 People You Should Have on Your Retirement Team

Feb 16th, 2022 25m 17s

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

27. How to Adequately Prepare for YOUR Retirement

Feb 2nd, 2022 26m 25s

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 sust

26. Common IRA Mistakes You Want to Avoid

Jan 12th, 2022 21m 14s

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 m

25. The Biggest Concerns for Families of Wealth

Dec 29th, 2021 26m 27s

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 epis

24. Common Retirement Planning Mistakes to Avoid

Dec 15th, 2021 22m 55s

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

23. The End of Year Review Process

Nov 17th, 2021 25m 26s

Most people do their financial and tax planning at the beginning of the year to set goals for the year, big expenses for the year, and much more. But more often than not, what people don’t realize is sometimes the most important review that yo

22. Planning for the Unexpected, Part Two

Nov 3rd, 2021 27m 14s

If the past year and a half has taught us anything, it is that life is full of unexpected events and changes, including personal emergencies, world events, potential health issues and much more. In part two of this series, Jose Feliciano and Je

21. Planning For The Unexpected, Part One

Oct 13th, 2021 30m 18s

20. This is How to Write An Effective Financial Plan

Sep 29th, 2021 21m 34s

By writing an effective financial plan, you can focus on achieving your goals and focusing on the things that matter most in your life. In this episode, Jose Feliciano and Jeff Feliciano discuss the process of writing an effective financial pla

19. Five Key Steps to Take Before You Retire

Sep 15th, 2021

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

18. 10 Tips to Help Empower Women Investors

Aug 18th, 2021 24m 1s

Women still earn less money than men for the same role, but they tend to live longer—which means that every woman should have her own financial plan with her own needs in mind. In this episode, Jose Feliciano and Jeff Feliciano share ten tips t

17. Riding Market Highs

Jul 28th, 2021 22m 58s

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 t

16. The Important Conversations You Need to Have with Your Parents — Part Three

Jul 14th, 2021 26m 8s

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 clos

Episode 15 – Crucial Conversations Around Business — Part 2

Jun 30th, 2021 26m 16s

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

Episode 14 – The Critical Conversations with Family Members — Part 1

Jun 9th, 2021 22m 25s

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 Feli

Episode 13 – Common Questions That Investors Should Ask Advisors – Part 2

May 26th, 2021 20m 27s

Whether you are interviewing a new financial advisor or already working with someone, there are some important questions you should be asking to make sure that these professionals are covering and addressing your needs. In part two of this two-

Episode 12 – Common Questions That Investors Should Ask Advisors – Part 1

May 12th, 2021 20m 50s

One of the most important decisions that families and business owners can make in their lifetime is aligning with the right financial partner to help guide you through your life financially and making smart choices with money. In part one of th