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 structure in your planning and protect your family. Jose and Jeff discuss:  Why you … Continue reading 16. The Important Conversations You Need to Have with Your Parents — Part Three →

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 need to have with family members and … Continue reading Episode 15 – Crucial Conversations Around Business — Part 2 →

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 discuss how to approach those necessary money conversations with family members, and … Continue reading Episode 14 – The Critical Conversations with Family Members — Part 1 →

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-part mini-series, Jose Feliciano and Jeff Feliciano continue to address the questions that you should be … Continue reading Episode 13 – Common Questions That Investors Should Ask Advisors – Part 2 →

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 this two-part mini-series, Jose Feliciano and Jeff Feliciano discuss some of the very important … Continue reading Episode 12 – Common Questions That Investors Should Ask Advisors – Part 1 →

Let’s face it, life does get busy—but it is important to stay accountable when organizing your financial situation, here and now. In this episode, Jose Feliciano and Jeff Feliciano have a conversation about what individuals need to hear to help them continue to protect their money. You will learn: What needs to happen to your … Continue reading Episode 11 – How To Focus on Your Financials Now →

There are a lot of people that take more risks with their savings than they need to in order to guarantee they don’t run out of money in retirement.  In this episode, Jose Feliciano and Jeff Feliciano share the difference between saving versus investing for retirement, and help listeners understand what volatility means to set … Continue reading Episode 10 – Saving Versus Investing →

As business owners, you likely have questions about the structure you should have in place to attract and retain top talent, as well as save money in taxes. In part two of this two-part series, Jose Feliciano and Jeff Feliciano address questions that business owners have when it comes to the structure that they need … Continue reading Episode 9 – Business Owners’ Commonly Asked Tax Questions, Answered – Part 2 →

When it comes to saving money, there are so many options available to you, it can be overwhelming to get started. Why not start utilizing investment vehicles to accomplish what is important to you? In part one of this two-part mini-series, Jose Feliciano and Jeff Feliciano answer individuals’ commonly asked questions about saving for retirement. … Continue reading Episode 8 – Individuals’ Commonly Asked Tax Questions, Answered – Part 1 →

Do you understand the drivers to creating a successful investment experience? In this episode, Jose Feliciano and Jeff Feliciano outline ten key principles of successful investing, some common mistakes people make and why, to lead to a higher probability of success from an investment standpoint. In this episode you will learn: The concept of embracing … Continue reading Episode 7 – Ten Core Principles to Creating a Successful Investment Experience →