Financial Considerations While Navigating Divorce (Ep. 36)

Financial Considerations While Navigating Divorce (Ep. 36)

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 shared with numerous couples, including those with children and property from previous marriages.  Jose and …

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

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

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, this week, Jose and Jeff Feliciano provide you with the roadmap you need to consider when planning ahead for …

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

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

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 to ensure you and your advisor are hitting the right components of …

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

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

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. In this episode, Jose Feliciano and Jeff Feliciano discuss the critical habits to …

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Some Good Financial Habits to Have (Ep. 31)

Some Good Financial Habits to Have (Ep. 31)

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 Feliciano and Jeff Feliciano discuss the financial habits that will lead you to success. …

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

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

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 Feliciano and Jeff Feliciano discuss the nine things business owners should consider to plan …

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