Tag Archives: Jeff Feliciano

19. Five Key Steps to Take Before You Retire



Don’t make the mistake of retiring too soon! You just might regret it in the future.

To help you find the right time to retire, in this episode, Jose Feliciano and Jeff Feliciano discuss five key steps to take while considering retirement.

Jose and Jeff discuss:

  • Why you don’t want to pull the trigger and retire right away
  • Why cash flow is important for mapping out a retirement budget
  • The dangers of underestimating and reading up on healthcare costs
  • Developing a strategy of how to address Social Security
  • And more

Resources: 

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18. 10 Tips to Help Empower Women Investors



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: 

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17. Riding Market Highs



Before making an investment decision, ask yourself, “Should I invest in the market now?” But at the end of the day, investors are being reminded of the importance of focusing on their long-term goals instead of following short-term events.

In this episode, Jose Feliciano and Jeff Feliciano share how investors can use a disciplined approach, focus on long term goals, and make proactive investing decisions in order to ride the market highs all the way to the bank.

Jose and Jeff discuss: 

  • Why investors should embrace volatility
  • How the markets have weathered numerous crises in history
  • Why timing the market does not work but time in the market does
  • Three ways to approach a market high
  • And more

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16. The Important Conversations You Need to Have with Your Parents — Part Three



It’s important to take the time to have important open conversations with your parents about their finances.

In part three of this mini-series, Jose Feliciano and Jeff Feliciano dive deep into how these conversations will bring your family closer together, create structure in your planning and protect your family.

Jose and Jeff discuss: 

  • Why you need to develop a plan for long-term care—even though no one wants to think it will happen to them
  • How to protect your family legacy for generations with proper planning
  • Why you should capture your family stories and history within your overall plan
  • And more

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