Tag: Financial Advisor
Learn How to Avoid These Critical Financial Bad Habits (Ep. 32)

Learn How to Avoid These Critical Financial Bad Habits (Ep. 32)

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It can be easy to slip into bad habits with your finances, especially with the many distractions and temptations we face everyday. 

Learn how to question and say no to overindulging into your savings or bonus to prepare for a successful future.

In this episode, Jose Feliciano and Jeff Feliciano discuss the critical habits to avoid while dealing with your finances. Hear more about how you can take action to plan more responsibly and utilize the resources around you to make more responsible and emotion-free decisions.

Jose and Jeff discusses: 

  • How impactful ignoring your debt can be on your financial situation
  • How critical it is to have an emergency fund and monitor your priorities to make effective financial decisions 
  • The importance of capitalizing on your 401k if it is accessible 
  • How to work on taking your emotion and fear out of your financial planning
  • And more

Connect With Feliciano Financial Group:

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Some Good Financial Habits to Have (Ep. 31)

Some Good Financial Habits to Have (Ep. 31)

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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   

 

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10 Common Objections to Estate Planning (Ep. 29)

10 Common Objections to Estate Planning (Ep. 29)

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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

Resources: 

Feliciano Financial: Estate Planning 

Connect With Feliciano Financial Group:

 

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18. 10 Tips to Help Empower Women Investors

18. 10 Tips to Help Empower Women Investors

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Women still earn less money than men for the same role, but they tend to live longer—which means that every woman should have her own financial plan with her own needs in mind.

In this episode, Jose Feliciano and Jeff Feliciano share ten tips to help empower female investors to have more financial independence now and in the future.

Jose and Jeff discuss: 

  • Why communication is key to making smart decisions with money
  • How to stay organized to maintain access to all important financial documents
  • The importance of putting your plan in writing
  • Why you should understand what you own financially
  • And more

Resources: 

Connect With Feliciano Financial Group:

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