Tag Archives: Live Life On Purpose

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

Connect With Feliciano Financial Group:


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