Tag Archives: Jose Feliciano

25. The Biggest Concerns for Families of Wealth



For families of wealth, there can be a number of planning issues and a lot of decisions to be made that can be overwhelming. 

But involving a planning professional can help you to maintain—and continue to grow—your family’s wealth.

In this episode, Jose Feliciano and Jeff Feliciano discuss the biggest concerns for families of wealth and how they can help them make good choices throughout their lifetime. They help you navigate the many moving pieces of planning for and protecting family wealth.

Jose and Jeff discuss:

  • How they protect the wealth of a family when it comes to divorce, kids, and equality
  • How insurance works for wealthy families
  • How they help protect wealthy families with the market  
  • And more

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24. Common Retirement Planning Mistakes to Avoid



Retirement is a big decision and something that shouldn’t be taken lightly. If you plan on retiring soon, you should be planning ahead to avoid the most common mistakes of retirement planning.

In this episode, Jose Feliciano and Jeff Feliciano walk through some of the most common retirement mistakes people make and how to address them to get on the right path for your dream retirement.

Jose and Jeff discusses: 

  • Some of the most common retirement planning mistakes
  • How to figure out how much money you need to live the lifestyle you want in retirement
  • Some financial nightmares that people have experienced
  • Some of the common mistakes when planning for retirement with 401(k)s and 403(b)s
  • And more

Resources: 

  1. The End of Year Review Process

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23. The End of Year Review Process



Most people do their financial and tax planning at the beginning of the year to set goals for the year, big expenses for the year, and much more. 

But more often than not, what people don’t realize is sometimes the most important review that you can do is at the end of each year.

In this episode, Jose Feliciano and Jeff Feliciano discuss good practices for your year-end review in order to take advantage of time-sensitive opportunities, and why your tax strategies should be addressed at the year-end in order to prepare for the future..

Jose and Jeff discuss: 

  • The importance of the end of year review––and what the process should look like
  • Why should you be proactive with your tax planning
  • What you should focus on at the end of the year
  • The importance of revisiting your company retirement plan
  • And more

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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

Resources:

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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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20. This is How to Write An Effective Financial Plan



By writing an effective financial plan, you can focus on achieving your goals and focusing on the things that matter most in your life.

In this episode, Jose Feliciano and Jeff Feliciano discuss the process of writing an effective financial plan, the typical gaps they notice in clients’ plans, and how they address these gaps.

Jose and Jeff discuss:

  • How to start the process of creating an effective and encompassing financial plan
  • The types of gaps in the financial planning process
  • How often you should be reviewing your financial plan 
  • And more

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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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