Episodes

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 questions will give you insight on philosophy, capabilities, resources an...

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 401(k) if you lose your job What you should consider with ETFs How Feliciano Financial selects mutual funds for clients Some of Jose and Jeff’s best investing advice And m...

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 the right expectations in your investment plan. In this episode you will learn: The difference between saving and investing when it comes to your retirement plan How to ke...

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 to create in order to prepare for taxes and retain their top employees. In this episode you will learn: What business owners can do to save money in taxes Areas to consider when sav...

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. They discuss the four buckets of tax planning to help you be diversified by using different investment vehicles. In this episode you will learn: The ty...

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 market pricing Why you should not try to outguess the market How to resist chasing past performance How to pay attention to market drivers To sta...

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 new presidency and how they plan to help. In this episode you will learn: Common concerns for clients so far in 2021 How Jose and Jeff are helping clients through the process of planning in ...

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 and recommendations for even the most dynamic family situations. You will learn: How insurance can protect your family’s financial future and help you build wealth Why questioning what ...

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 this episode you will learn: Financial trends and how they differ from years ago Why providing structure in financial planning is so important Why you should have a self-c...

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 looks like when you’re considering becoming a client What the process of financial blueprinting looks like The four questions our firm answers ...

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: The Feliciano Financial independent approach and how the team can help you find the right insurance network according to your Medicare needs Jose insight on Medicare plan...

Welcome to the debut episode of Live Life on Purpose with Jose Feliciano from Feliciano Financial Group! This podcast is dedicated to helping you align your money with your goals, so you can live a purposeful life. Because when your vision is clear, your decision is easy. In this episode, you will get to know Jose. He shares his journey in the financial services industry and the rationale he and his value-driven advisors follow to help clients be proactive and live life on purpose. In this episo...