Live Life on Purpose

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 thi

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 tur

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 sho

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 y

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 emo

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