Live Life on Purpose
Business & Economics Podcasts
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.
Location:
United States
Description:
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.
Language:
English
Contact:
903-533-8585
Website:
https://felicianofinancial.com/
Episodes
Financial Considerations While Navigating Divorce (Ep. 36)
8/17/2022
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
Duration:00:20:53
Young Families: Learn How To Plan Your Future (Ep. 35)
6/29/2022
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
Duration:00:31:54
Should Have, Would Have, Could Have: Let’s Talk Taxes (Ep. 34)
6/15/2022
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
Duration:00:23:46
Checklist: Here Are The Components of a Planning Process (Ep. 33)
5/18/2022
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
Duration:00:25:21
Learn How to Avoid These Critical Financial Bad Habits (Ep. 32)
4/13/2022
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
Duration:00:24:38
Some Good Financial Habits to Have (Ep. 31)
3/30/2022
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
Duration:00:26:12
9 Critical Financial Considerations for Business Owners (Ep. 30)
3/16/2022
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 … Read More Read More
Duration:00:20:01
10 Common Objections to Estate Planning (Ep. 29)
3/2/2022
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 … Read More Read More
Duration:00:26:00
28. The 10 People You Should Have on Your Retirement Team
2/16/2022
Being prepared for a life ahead of you is important for the wellbeing of you and your family. Preparation should include a team of professionals to ensure you are making more of your time, money, and looking out for your family. In this episode, Jose Feliciano and Jeff Feliciano highlight the ten people you should … Read More Read More
Duration:00:25:17
27. How to Adequately Prepare for YOUR Retirement
2/2/2022
The number one question that is asked when planning for retirement is, “How much money do I need to retire?” It is an important question to talk about today, to put you closer on track to your goal and consider the many options you have to sustain a happy retirement. In this episode, Jose Feliciano … Read More Read More
Duration:00:26:23
26. Common IRA Mistakes You Want to Avoid
1/12/2022
At some point all of us are going to have to face decisions on what we do with our retirement plans. And there are some things people tend not to think about. In this episode, Jose Feliciano and Jeff Feliciano identify some of the common IRA mistakes and provide a guide on how to avoid … Read More Read More
Duration:00:21:11
25. The Biggest Concerns for Families of Wealth
12/29/2021
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 … Read More Read More
Duration:00:25:43
24. Common Retirement Planning Mistakes to Avoid
12/15/2021
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 … Read More Read More
Duration:00:22:48
23. The End of Year Review Process
11/17/2021
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 … Read More Read More
Duration:00:25:11
22. Planning for the Unexpected, Part Two
11/3/2021
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, … Read More Read More
Duration:00:19:03
21. Planning For The Unexpected, Part One
10/13/2021
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 … Read More Read More
Duration:00:30:17
20. This is How to Write An Effective Financial Plan
9/29/2021
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. … Read More Read More
Duration:00:21:34
19. Five Key Steps to Take Before You Retire
9/15/2021
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 … Read More Read More
Duration:00:23:20
18. 10 Tips to Help Empower Women Investors
8/18/2021
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 … Read More Read More
Duration:00:24:00
17. Riding Market Highs
7/28/2021
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, … Read More Read More
Duration:00:22:57