Tag Archives: Financial Planning

22. Planning for the Unexpected, Part Two



If the past year and a half has taught us anything, it is that life is full of unexpected events and changes, including personal emergencies, world events, potential health issues and much more.

In part two of this series, Jose Feliciano and Jeff Feliciano continue their discussion about planning for the unexpected. In this episode, they share their advice about what to do in the case of an unexpected job loss or forced early retirement, and how to ensure that your financial plan will protect you in case of either event. 

Jose and Jeff discuss: 

  • The options available in an your retirement package offered by your employer
  • How to manage a salary gap if you end up unemployed in your employment years
  • Different financial options available to you when you lose your job or are forced into early retirement 
  • And more

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21. Planning For The Unexpected, Part One



If the past year and a half has taught us anything, it is that life is full of unexpected events and changes, including personal emergencies, world events, potential health issues and much more.

But, do you have a structured plan in place to prepare for the unexpected, to keep you on track and calm during times of uncertainty?

In this episode, Jose Feliciano and Jeff Feliciano discuss how to prepare a plan to ensure you and your family are protected through the unexpected events in life.

Jose and Jeff discuss: 

  • The types of emergencies that may arise in your life that you need to prepare for
  • How much money you need in an accessible emergency fund
  • How they can help you during a large market correction
  • And more

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