Live Life on Purpose

Jose and Jeff Feliciano
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Money is just a tool to achieve the things you want in life –– a tool to make the decision to live your life on purpose. Jose Feliciano, president of Feliciano Financial, and his brother Jeff Feliciano, executive vice president, draw from years of experience to demonstrate that when your money aligns with your goals, you can live a purposeful life. Because when your vision is clear, your decision is easy.

  1. 2022-08-17

    Financial Considerations While Navigating Divorce (Ep. 36)

    It’s understandable if you’re nervous about getting divorced. However, Jose and Jeff Feliciano are here to help you! In this episode, Jeff and Jose unpack 5 financial tips to consider while navigating a divorce.  These are the same tips they’ve shared with numerous couples, including those with children and property from previous marriages.  Jose and Jeff discuss:  The truth about blending families, especially if you have young children 3 financial questions to ask your partner before you even think about getting married Why combining vs. separating finances aren’t the only options – and why successful couples opt for a third strategy The biggest mistake new couples make with property (it’s difficult to reverse!) A mistake that could allow your new spouse to disinherit your kids if you were to pass away (and how to avoid this!) And more! Book time with Jose and Jeff Feliciano:  Schedule a Call  Connect with Feliciano Financial Group: ffg@felicianofinancial.com (903) 533-8585 Feliciano Financial Group LinkedIn: Jose Feliciano Facebook: Jose Feliciano Twitter: Jose Feliciano LinkedIn: Feliciano Financial Group Facebook: Feliciano Financial Group Twitter: Feliciano Financial Group

    21 min

  2. 2022-06-29

    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: “Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!” by Robert T. Kiyosaki Book time with Jose and Jeff Feliciano:  Schedule a Call with Jeff Connect with Feliciano Financial Group: ffg@felicianofinancial.com (903) 533-8585 Feliciano Financial Group LinkedIn: Jose Feliciano Facebook: Jose Feliciano Twitter: Jose Feliciano LinkedIn: Feliciano Financial Group Facebook: Feliciano Financial Group Twitter: Feliciano Financial Group

    32 min

  3. 2022-06-15

    Should Have, Would Have, Could Have: Let’s Talk Taxes (Ep. 34)

    We all know that April is a hard-hitting month due to taxes.  No matter if you missed something while filing and paying your taxes or filed and paid your taxes correctly. This week, Jose and Jeff Feliciano provide you with the tips that can reduce your taxes and help avoid the common feeling of “should have, would have, could have.” They also shed light on retirement planning and the ways it fits within your tax preparation.  Jose and Jeff discuss:  Tax planning versus tax preparation What you should know about capital gain surprises Reasons it’s important to control what you buy and sell within your portfolio How to distribute your wealth to benefit your portfolio The value of taking advantage of your Health Savings Account (HSA) And more! Book time with Jeff Feliciano:  Schedule a Call with Jeff Connect with Feliciano Financial Group: ffg@felicianofinancial.com (903) 533-8585 Feliciano Financial Group LinkedIn: Jose Feliciano Facebook: Jose Feliciano Twitter: Jose Feliciano LinkedIn: Feliciano Financial Group Facebook: Feliciano Financial Group Twitter: Feliciano Financial Group

    27 min

  4. 2022-05-18

    Checklist: Here Are The Components of a Planning Process (Ep. 33)

    Whether you changed jobs, are at a new stage in your life, or the markets have experienced a change, it’s crucial to review your portfolio and its structure to best fit your goals. In this episode, Jose and Jeff Feliciano reveal their checklist to ensure you and your advisor are hitting the right components of a planning process. Together, they give you the tips you need to approach change in your portfolio and better support your loved ones.  Jeff and Jose discuss:  The importance of reviewing your objectives and risk tolerance on a yearly basis How to nail down your asset structure to have an efficient growth strategy Tips to better manage your cash flow — particularly in a state of inflation Financial strategies to support your loved ones And more! Resources: Schedule a Call with Jeff Feliciano Connect with Feliciano Financial Group: ffg@felicianofinancial.com (903) 533-8585 Feliciano Financial Group LinkedIn: Jose Feliciano Facebook: Jose Feliciano Twitter: Jose Feliciano LinkedIn: Feliciano Financial Group Facebook: Feliciano Financial Group Twitter: Feliciano Financial Group

    25 min

  5. 2022-04-13

    Learn How to Avoid These Critical Financial Bad Habits (Ep. 32)

    It can be easy to slip into bad habits with your finances, especially with the many distractions and temptations we face everyday.  Learn how to question and say no to overindulging into your savings or bonus to prepare for a successful future. In this episode, Jose Feliciano and Jeff Feliciano discuss the critical habits to avoid while dealing with your finances. Hear more about how you can take action to plan more responsibly and utilize the resources around you to make more responsible and emotion-free decisions. Jose and Jeff discusses:  How impactful ignoring your debt can be on your financial situation How critical it is to have an emergency fund and monitor your priorities to make effective financial decisions  The importance of capitalizing on your 401k if it is accessible  How to work on taking your emotion and fear out of your financial planning And more Connect With Feliciano Financial Group: ffg@felicianofinancial.com (903) 533-8585 Feliciano Financial Group LinkedIn: Jose Feliciano Facebook: Jose Feliciano Twitter: Jose Feliciano LinkedIn: Feliciano Financial Group Facebook: Feliciano Financial Group Twitter: Feliciano Financial Group

    25 min

  6. 2022-03-30

    Some Good Financial Habits to Have (Ep. 31)

    It might be stressful trying to figure out where to start with your financial planning. However, taking no action on your financial planning is an action. Creating a plan, no matter your goals, is essential for success. In this episode, Jose Feliciano and Jeff Feliciano discuss the financial habits that will lead you to success. No financial plan is the same, it is important to figure out your interests and goals to be able to build good financial habits. Jose and Jeff discuss: How to consider volatility when creating a financial and retirement plan Building an appropriate investment plan around your personal risk tolerance The importance of diversifying your portfolio across asset classes to reduce volatility Why you should remove your emotions from your investment decision-making And more Connect With Feliciano Financial Group:   ffg@felicianofinancial.com   (903) 533-8585   Feliciano Financial Group   LinkedIn: Jose Feliciano   Facebook: Jose Feliciano   LinkedIn: Feliciano Financial Group   Facebook: Feliciano Financial Group   *Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC Investment Advisory Services offered through Lion Street Advisors, LLC

    26 min

  7. 2022-03-16

    9 Critical Financial Considerations for Business Owners (Ep. 30)

    More and more people have been changing their careers and starting a business since the start of the pandemic. It is important to be proactive and consider planning for the future of your business and your employees. In this episode, Jose Feliciano and Jeff Feliciano discuss the nine things business owners should consider to plan proactively for the health and safety of their business, family, and employees. They discuss the importance of getting different perspectives on your business operations and how to protect your business’s future. Jose and Jeff discuss: The importance of supporting your employees’ wellbeing Planning for the future of your business and your retirement How to plan to give back to the community and charity of your choice The importance of getting multiple opinions on the operation of your business And more Connect With Feliciano Financial Group: ffg@felicianofinancial.com (903) 533-8585 Feliciano Financial Group LinkedIn: Jose Feliciano Facebook: Jose Feliciano Twitter: Jose Feliciano LinkedIn: Feliciano Financial Group Facebook: Feliciano Financial Group Twitter: Feliciano Financial Group

    20 min

  8. 2022-03-02

    10 Common Objections to Estate Planning (Ep. 29)

    You never know what comes tomorrow. Take time to plan your future, for your investments AND your estate, for yourself and your loved ones. In this episode, Jose Feliciano and Jeff Feliciano identify the 10 common objections to estate planning and why it is important to begin today no matter your age, income, or family status.  Learn why creating a plan is essential to supporting your loved ones, even before you pass. Jose and Jeff discusses:   Why it is important to have a will no matter your background  How it is a essential way to show that you love and care for your family and its future  The misconceptions of estate planning that it is too expensive or time consuming  The possible consequences to the health and well being of your and your family if you neglect planning And more Resources:  Feliciano Financial: Estate Planning  Connect With Feliciano Financial Group: ffg@felicianofinancial.com (903) 533-8585 Feliciano Financial Group LinkedIn: Jose Feliciano Facebook: Jose Feliciano Twitter: Jose Feliciano LinkedIn: Feliciano Financial Group Facebook: Feliciano Financial Group Twitter: Feliciano Financial Group

    26 min
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About

Money is just a tool to achieve the things you want in life –– a tool to make the decision to live your life on purpose. Jose Feliciano, president of Feliciano Financial, and his brother Jeff Feliciano, executive vice president, draw from years of experience to demonstrate that when your money aligns with your goals, you can live a purposeful life. Because when your vision is clear, your decision is easy.

Information

  • Creator
    Jose and Jeff Feliciano
  • Years Active
    2020 - 2022
  • Episodes
    36
  • Rating
    Clean
  • Copyright
    © Llive Life on Purpose All Rights Reserved
  • Show Website
    Live Life on Purpose