December 2021 – Live Life on Purpose

25. The Biggest Concerns for Families of Wealth

By livelifeonpurpose | December 29, 2021

For families of wealth, there can be a number of planning issues and a lot of decisions to be made that can be overwhelming.

But involving a planning professional can help you to maintain—and continue to grow—your family’s wealth.

In this episode, Jose Feliciano and Jeff Feliciano discuss the biggest concerns for families of wealth and how they can help them make good choices throughout their lifetime. They help you navigate the many moving pieces of planning for and protecting family wealth.

Jose and Jeff discuss:

How they protect the wealth of a family when it comes to divorce, kids, and equality
How insurance works for wealthy families
How they help protect wealthy families with the market
And more

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24. Common Retirement Planning Mistakes to Avoid

By livelifeonpurpose | December 15, 2021

Retirement is a big decision and something that shouldn’t be taken lightly. If you plan on retiring soon, you should be planning ahead to avoid the most common mistakes of retirement planning.

In this episode, Jose Feliciano and Jeff Feliciano walk through some of the most common retirement mistakes people make and how to address them to get on the right path for your dream retirement.

Jose and Jeff discusses:

Some of the most common retirement planning mistakes
How to figure out how much money you need to live the lifestyle you want in retirement
Some financial nightmares that people have experienced
Some of the common mistakes when planning for retirement with 401(k)s and 403(b)s
And more