Tag Archives: Protection

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

Connect With Feliciano Financial Group:


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

Connect With Feliciano Financial Group:


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

Connect With Feliciano Financial Group: