36 episodes
Live Life on Purpose Jose and Jeff Feliciano
-
- Business
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.
-
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 … Read More Read More
-
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 … Read More Read More
-
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 … Read More Read More
-
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 … Read More Read More
-
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 … Read More Read More
-
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. … Read More Read More