Month: February 2022

28. The 10 People You Should Have on Your Retirement Team

28. The 10 People You Should Have on Your Retirement Team

Being prepared for a life ahead of you is important for the wellbeing of you and your family. Preparation should include a team of professionals to ensure you are making more of your time, money, and looking out for your family.

In this episode, Jose Feliciano and Jeff Feliciano highlight the ten people you should have on your retirement team and discuss the importance of their participation for the overall health and wellbeing of you and your family as you enter into retirement.

Jose and Jeff discusses: 

  • How financial, property, and tax planning will reduce risk and stress for your family’s future
  • Why building a team will take care confusion for your spouse
  • The importance of planning your overall health and wellbeing to enjoy your retirement
  • Preparing your accumulated wealth for multigenerational benefit
  • And more

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27. How to Adequately Prepare for YOUR Retirement

27. How to Adequately Prepare for YOUR Retirement

The number one question that is asked when planning for retirement is, “How much money do I need to retire?”

It is an important question to talk about today, to put you closer on track to your goal and consider the many options you have to sustain a happy retirement.

In this episode, Jose Feliciano and Jeff Feliciano highlight the common questions and concerns that come from retirement planning, and discuss how you can create an action plan for both you and your family.

Jose and Jeff discusses: 

  •  How to identify and plan your retirement savings based on your living habits today
  • The importance of aligning charity goals with a retirement action plan
  •  Identifying and analysing financial risk and how that can affect you in retirement  
  •  How to put structure on your assets to encourage multigenerational wealth
  • And more

Connect With Feliciano Financial Group: