Estate Planning – Live Life on Purpose

Some Good Financial Habits to Have (Ep. 31)

By livelifeonpurpose | March 30, 2022

It might be stressful trying to figure out where to start with your financial planning. However, taking no action on your financial planning is an action.

Creating a plan, no matter your goals, is essential for success.

In this episode, Jose Feliciano and Jeff Feliciano discuss the financial habits that will lead you to success. No financial plan is the same, it is important to figure out your interests and goals to be able to build good financial habits.

Jose and Jeff discuss:

How to consider volatility when creating a financial and retirement plan
Building an appropriate investment plan around your personal risk tolerance
The importance of diversifying your portfolio across asset classes to reduce volatility
Why you should remove your emotions from your investment decision-making
And more

Connect With Feliciano Financial Group:

*Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC
Investment Advisory Services offered through Lion Street Advisors, LLC

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

9 Critical Financial Considerations for Business Owners (Ep. 30)

By livelifeonpurpose | March 16, 2022

More and more people have been changing their careers and starting a business since the start of the pandemic.

It is important to be proactive and consider planning for the future of your business and your employees.

In this episode, Jose Feliciano and Jeff Feliciano discuss the nine things business owners should consider to plan proactively for the health and safety of their business, family, and employees. They discuss the importance of getting different perspectives on your business operations and how to protect your business’s future.

Jose and Jeff discuss:

The importance of supporting your employees’ wellbeing
Planning for the future of your business and your retirement
How to plan to give back to the community and charity of your choice
The importance of getting multiple opinions on the operation of your business
And more

Connect With Feliciano Financial Group:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

10 Common Objections to Estate Planning (Ep. 29)

By livelifeonpurpose | March 2, 2022

You never know what comes tomorrow. Take time to plan your future, for your investments AND your estate, for yourself and your loved ones.

In this episode, Jose Feliciano and Jeff Feliciano identify the 10 common objections to estate planning and why it is important to begin today no matter your age, income, or family status.

Learn why creating a plan is essential to supporting your loved ones, even before you pass.

Jose and Jeff discusses:

Why it is important to have a will no matter your background
How it is a essential way to show that you love and care for your family and its future
The misconceptions of estate planning that it is too expensive or time consuming
The possible consequences to the health and well being of your and your family if you neglect planning
And more