Episode 4 – The Importance of Protection Around Financial Planning



A lot of families spend a lifetime creating wealth, sacrificing today for the future, but sometimes not giving enough thought about what would happen to their wealth if the unthinkable were to happen.

In this episode Jose and Jeff Feliciano discuss why you should be making smart choices about the protection of your assets.

In this episode you will learn:

  • Financial trends and how they differ from years ago
  • Why providing structure in financial planning is so important
  • Why you should have a self-completing financial plan
  • Why—and when—you should be calling ‘time out’
  • And more!

Tune in as Jose and Jeff Feliciano discuss why you should be making protection a top priority around financial planning!

Resources: Feliciano Financial Group | (903) 533-8585

 


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