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Recent Episodes
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...
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...
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...
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...
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...
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