Tag: Goals

Young Families: Learn How To Plan Your Future (Ep. 35)

Young Families: Learn How To Plan Your Future (Ep. 35)

What’s important to you?

When looking at your and your family’s future, it’s crucial to integrate goals, challenges, and processes within your plan. 

From the importance of communication, education, and consistency to debt and budgeting tricks, this week, Jose and Jeff Feliciano provide you with the roadmap you need to consider when planning ahead for your and your family’s future. 

Jose and Jeff discuss: 

  • Owning versus renting a house
  • The importance of investing in yourself
  • How challenges can turn into opportunities for your future 
  • How to manage budgeting and debt when building for a family
  • And more!

Resources:

Book time with Jose and Jeff Feliciano: 

Connect with Feliciano Financial Group:

 

Episode 15 – Crucial Conversations Around Business — Part 2

Episode 15 – Crucial Conversations Around Business — Part 2

Business owners often don’t take the time to call a timeout. But the truth is, it is necessary to focus on a strategic plan for what’s next for the company in the future.

In part two of this mini-series, Jose Feliciano and Jeff Feliciano focus on conversations you need to have with family members and other individuals in your business about the business.

In this episode, you will learn:

  • The difference between fair and equal when it comes to the transition of the business within family members
  • How to communicate the things that are important within the business with key employees
  • The sale of a business—and the options for a business owner
  • And more!

Tune in as Jose and Jeff Feliciano discuss how to enhance communication with your family members and key employees within the business to have those critical conversations!

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