Monthly Archives: September 2021

20. This is How to Write An Effective Financial Plan



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 plan, the typical gaps they notice in clients’ plans, and how they address these gaps.

Jose and Jeff discuss:

  • How to start the process of creating an effective and encompassing financial plan
  • The types of gaps in the financial planning process
  • How often you should be reviewing your financial plan 
  • And more

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19. Five Key Steps to Take Before You Retire



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 and Jeff discuss:

  • Why you don’t want to pull the trigger and retire right away
  • Why cash flow is important for mapping out a retirement budget
  • The dangers of underestimating and reading up on healthcare costs
  • Developing a strategy of how to address Social Security
  • And more

Resources: 

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