Live Life on Purpose

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: 

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 ...

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 ...

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...

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 buil...

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 import...

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 ...

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 have on your retirement team and discuss the importance of their participation for the overall health and wellbeing of ...

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 and Jeff Feliciano highlight the common questions and concerns that come from retirement planning, and discuss how you can create an ac...