Monthly Archives: June 2021

Episode 15 – Crucial Conversations Around Business — Part 2



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 other individuals in your business about the business.

In this episode, you will learn:

  • The difference between fair and equal when it comes to the transition of the business within family members
  • How to communicate the things that are important within the business with key employees
  • The sale of a business—and the options for a business owner
  • And more!

Tune in as Jose and Jeff Feliciano discuss how to enhance communication with your family members and key employees within the business to have those critical conversations!

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


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 discuss how to approach those necessary money conversations with family members, and the types of questions to ask to be better prepared for the future.

In this episode you will learn:

  • Why you need to have conversations about finances, retirement, and risk tolerance with your spouse
  • Why you need to have conversations about credit, spending, and budgeting with your kids
  • Why you need to have conversations about finances, health care, living circumstances with your parents
  • And more!

Tune in as Jose and Jeff Feliciano discuss how to enhance communication with your loved ones to have those critical conversations!

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