Live Life on Purpose

Live Life on Purpose

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.

Episodes

October 13, 2021 30 min

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 fa...

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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.

Jose and Jeff discuss:

  • How to start the process of creating an effective and encompassing financial plan
  • The...
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    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 retire right away
  • Why cash flow is important for mapping out a retirement budget
  • The dangers of underestimating and reading up on h...
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    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 and in the future.

    Jose and Jeff discuss: 

  • Why communication is key to making smart decisions with money
  • How to stay org...
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    July 28, 2021 22 min

    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, focus on long term goals, and make proactive investing decisions in order to ride the market...

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    It’s important to take the time to have important open conversations with your parents about their finances.

    In part three of this mini-series, Jose Feliciano and Jeff Feliciano dive deep into how these conversations will bring your family closer together, create structure in your planning and protect your family.

    Jose and Jeff discuss: 

  • Why you need to develop a plan for long-term care—even though no one wants to think it will hap...
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    Business owners often don’t take the time to call a timeout. But the truth is, it is necessary to focus on a strategic plan for what’s next for the company in the future.

    In part two of this mini-series, Jose Feliciano and Jeff Feliciano focus on conversations you need to have with family members and other individuals in your business about the business.

    In this episode, you will learn:

  • The difference between fair and equal when it...
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    It can be extremely uncomfortable as talking about money with family members. But there are critical conversations that are almost unavoidable that you need to have with your spouse, kids, and parents.

    In part one of this mini-series, Jose Feliciano and Jeff Feliciano discuss how to approach those necessary money conversations with family members, and the types of questions to ask to be better prepared for the future.

    In this episo...

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    Whether you are interviewing a new financial advisor or already working with someone, there are some important questions you should be asking to make sure that these professionals are covering and addressing your needs.

    In part two of this two-part mini-series, Jose Feliciano and Jeff Feliciano continue to address the questions that you should be asking your financial advisors.

    In this episode you will learn:

  • The types of certifica...
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    One of the most important decisions that families and business owners can make in their lifetime is aligning with the right financial partner to help guide you through your life financially and making smart choices with money.

    In part one of this two-part mini-series, Jose Feliciano and Jeff Feliciano discuss some of the very important questions to ask when choosing the right financial advisor for you and your needs. These question...

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    Let’s face it, life does get busy—but it is important to stay accountable when organizing your financial situation, here and now. In this episode, Jose Feliciano and Jeff Feliciano have a conversation about what individuals need to hear to help them continue to protect their money. You will learn: What needs to happen to your … Continue reading Episode 11 – How To Focus on Your Financials Now →
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    There are a lot of people that take more risks with their savings than they need to in order to guarantee they don’t run out of money in retirement.  In this episode, Jose Feliciano and Jeff Feliciano share the difference between saving versus investing for retirement, and help listeners understand what volatility means to set … Continue reading Episode 10 – Saving Versus Investing →
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    As business owners, you likely have questions about the structure you should have in place to attract and retain top talent, as well as save money in taxes. In part two of this two-part series, Jose Feliciano and Jeff Feliciano address questions that business owners have when it comes to the structure that they need … Continue reading Episode 9 – Business Owners’ Commonly Asked Tax Questions, Answered – Part 2 →
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    When it comes to saving money, there are so many options available to you, it can be overwhelming to get started. Why not start utilizing investment vehicles to accomplish what is important to you? In part one of this two-part mini-series, Jose Feliciano and Jeff Feliciano answer individuals’ commonly asked questions about saving for retirement. … Continue reading Episode 8 – Individuals’ Commonly Asked Tax Questions, Answered – Pa...
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    Do you understand the drivers to creating a successful investment experience? In this episode, Jose Feliciano and Jeff Feliciano outline ten key principles of successful investing, some common mistakes people make and why, to lead to a higher probability of success from an investment standpoint. In this episode you will learn: The concept of embracing … Continue reading Episode 7 – Ten Core Principles to Creating a Successful Inves...
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    February 10, 2021 22 min
    It’s a new year. It’s a new president. Are you prepared for the changes that are coming this year? In this episode, Jose Feliciano and Jeff Feliciano teach you to prioritize, and become more organized in order to achieve your financial goals. They share some insights on what to expect for this year with the … Continue reading Episode 6 – Finding Value in 2021 →
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    If something were to happen to you, what would you want your family’s life to look like? Can you be sure that they would live comfortably? In part one of a two-part series, Jose Feliciano and Jeff Feliciano teach you how to use insurance to protect your family’s financial future. They share their own experiences … Continue reading Episode 5: How to Protect Your Family’s Financial Future With Life Insurance: Part 1 →
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    A lot of families spend a lifetime creating wealth, sacrificing today for the future, but sometimes not giving enough thought about what would happen to their wealth if the unthinkable were to happen. In this episode Jose and Jeff Feliciano discuss why you should be making smart choices about the protection of your assets. In … Continue reading Episode 4 – The Importance of Protection Around Financial Planning →
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    At Feliciano Financial Group, we strive for great performance and a great experience for our clients. In this episode, Jose Feliciano sits down with vice-president Jeff Feliciano to discuss what the client experience looks like when somebody works with the Feliciano Financial Group team. In this episode you will learn: What the introductory call process … Continue reading Episode 3 – The Client Experience at Feliciano Financial Gro...
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    Medicare’s open enrollment runs from the middle of October through the middle of  December each year. In this episode, Jose Feliciano explains everything related to Medicare and how Feliciano Financial can help to match you to the right company so that you can make smart choices with your money.   In this episode, you will learn: … Continue reading Episode 2 – Fall Season Means Medicare Open Enrollment Season →
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