Episode 9 – Business Owners’ Commonly Asked Tax Questions, Answered – Part 2



As business owners, you likely have questions about the structure you should have in place to attract and retain top talent, as well as save money in taxes.

In part two of this two-part series, Jose Feliciano and Jeff Feliciano address questions that business owners have when it comes to the structure that they need to create in order to prepare for taxes and retain their top employees.

In this episode you will learn:

  • What business owners can do to save money in taxes
  • Areas to consider when saving money for the future, whether you are a business owner or self-employed
  • How profit-sharing plans work and whether every company is eligible
  • Key ways to help retain key employees and put structure in place
  • And more!

Tune in as Jose Feliciano and Jeff Feliciano discuss how to add business structure whether you are a business owner or self-employed!

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


Episode 8 – Individuals’ Commonly Asked Tax Questions, Answered – Part 1



When it comes to saving money, there are so many options available to you, it can be overwhelming to get started. Why not start utilizing investment vehicles to accomplish what is important to you?

In part one of this two-part mini-series, Jose Feliciano and Jeff Feliciano answer individuals’ commonly asked questions about saving for retirement. They discuss the four buckets of tax planning to help you be diversified by using different investment vehicles.

In this episode you will learn:

  • The types of accounts available to help you start saving money
  • What you can do to save on taxes now and how to avoid a big tax bill later
  • If you can participate in or switch from different accounts
  • What buckets will help you save money for your kids to go to college
  • And more!

Tune in as Jose Feliciano and Jeff Feliciano to learn more about the investment vehicles individuals can start taking advantage of!

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


Episode 7 – Ten Core Principles to Creating a Successful Investment Experience



Do you understand the drivers to creating a successful investment experience?

In this episode, Jose Feliciano and Jeff Feliciano outline ten key principles of successful investing, some common mistakes people make and why, to lead to a higher probability of success from an investment standpoint.

In this episode you will learn:

  • The concept of embracing market pricing
  • Why you should not try to outguess the market
  • How to resist chasing past performance
  • How to pay attention to market drivers
  • To stay disciplined and understand volatility
  • And more!

Tune in as Jose Feliciano and Jeff Feliciano introduce ways to focus on a successful investment experience!

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

 


Episode 6 – Finding Value in 2021



It’s a new year. It’s a new president. Are you prepared for the changes that are coming this year?

In this episode, Jose Feliciano and Jeff Feliciano teach you to prioritize, and become more organized in order to achieve your financial goals. They share some insights on what to expect for this year with the new presidency and how they plan to help.

In this episode you will learn:

  • Common concerns for clients so far in 2021
  • How Jose and Jeff are helping clients through the process of planning in 2021
  • The reaction towards managing money
  • What to expect for taxes in 2021
  • And more!

Tune in as Jose Feliciano and Jeff Feliciano help you to plan for 2021!

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


Episode 5: How to Protect Your Family’s Financial Future With Life Insurance: Part 1



If something were to happen to you, what would you want your family’s life to look like? Can you be sure that they would live comfortably?

In part one of a two-part series, Jose Feliciano and Jeff Feliciano teach you how to use insurance to protect your family’s financial future. They share their own experiences and recommendations for even the most dynamic family situations. 

You will learn:

  • How insurance can protect your family’s financial future and help you build wealth
  • Why questioning what type of insurance to get is putting the cart before the horse
  • Five necessities to account for with your insurance plan (and what most people forget to look after)
  • Ways to keep your kids or grandkids from wasting their inheritance
  • And more!

Tune in as Jose Feliciano and Jeff Feliciano teach you how to protect your family with insurance!

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


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

 


Episode 3 – The Client Experience at Feliciano Financial Group



At Feliciano Financial Group, we strive for great performance and a great experience for our clients.

In this episode, Jose Feliciano sits down with vice-president Jeff Feliciano to discuss what the client experience looks like when somebody works with the Feliciano Financial Group team.

In this episode you will learn:

  • What the introductory call process looks like when you’re considering becoming a client
  • What the process of financial blueprinting looks like
  • The four questions our firm answers in the insurance areas
  • Why communication and accountability is key in a client/advisor relationship
  • And more!

Tune in as Jose and Jeff Feliciano simplify your decisions and processes for a more accountable client experience!

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


Episode 2 – Fall Season Means Medicare Open Enrollment Season



Medicare’s open enrollment runs from the middle of October through the middle of  December each year.

In this episode, Jose Feliciano explains everything related to Medicare and how Feliciano Financial can help to match you to the right company so that you can make smart choices with your money.  

In this episode, you will learn:

  • The Feliciano Financial independent approach and how the team can help you find the right insurance network according to your Medicare needs 
  • Jose insight on Medicare plans for snowbirds
  • The firm’s belief in helping clients instead of insurance companies 
  • How the “sandwich” generation should approach Medicare
  • And more!

Tune in as Jose discusses why this time of the year is a good time to verify your doctor, medications, and network! 

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


Episode 1 – Meet Your Host, Jose Feliciano



Welcome to the debut episode of Live Life on Purpose with Jose Feliciano from Feliciano Financial Group! 

This podcast is dedicated to helping you align your money with your goals, so you can live a purposeful life. Because when your vision is clear, your decision is easy.

In this episode, you will get to know Jose. He shares his journey in the financial services industry and the rationale he and his value-driven advisors follow to help clients be proactive and live life on purpose.

In this episode, you will learn:

  • About Jose’s team, and why he refers to them as the “team of teams”
  • The qualities of Feliciano Financials’ ideal client
  • The one thing that Jose recommends to everyone
  • About this firm’s family-oriented community approach 
  • An exclusive preview of what you will learn in future episodes
  • And more!

Tune in as Jose talks about Feliciano Financial Group and how they can help you plan ahead for whatever life throws your way! 

Resources: Feliciano Financial Group | Rich Dad Poor Dad by Robert Kiyosaki  | Think and Grow Rich by Napoleon Hill | Passion for Possibility by Jose Feliciano