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Live Life on Purpose

Live Life on Purpose

Written by: Jose and Jeff Feliciano
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About this listen

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.Llive Life on Purpose All Rights Reserved Economics Personal Finance
Episodes
  • Financial Considerations While Navigating Divorce (Ep. 36)
    Aug 17 2022

    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 think about getting married
    • Why combining vs. separating finances aren’t the only options – and why successful couples opt for a third strategy
    • The biggest mistake new couples make with property (it’s difficult to reverse!)
    • A mistake that could allow your new spouse to disinherit your kids if you were to pass away (and how to avoid this!)
    • And more!

    Book time with Jose and Jeff Feliciano:

    • Schedule a Call

    Connect with Feliciano Financial Group:

    • ffg@felicianofinancial.com
    • (903) 533-8585
    • Feliciano Financial Group
    • LinkedIn: Jose Feliciano
    • Facebook: Jose Feliciano
    • Twitter: Jose Feliciano
    • LinkedIn: Feliciano Financial Group
    • Facebook: Feliciano Financial Group
    • Twitter: Feliciano Financial Group
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    21 mins
  • Young Families: Learn How To Plan Your Future (Ep. 35)
    Jun 29 2022

    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 turn into opportunities for your future
    • How to manage budgeting and debt when building for a family
    • And more!

    Resources:

    • Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!” by Robert T. Kiyosaki

    Book time with Jose and Jeff Feliciano:

    • Schedule a Call with Jeff

    Connect with Feliciano Financial Group:

    • ffg@felicianofinancial.com
    • (903) 533-8585
    • Feliciano Financial Group
    • LinkedIn: Jose Feliciano
    • Facebook: Jose Feliciano
    • Twitter: Jose Feliciano
    • LinkedIn: Feliciano Financial Group
    • Facebook: Feliciano Financial Group
    • Twitter: Feliciano Financial Group

    Show More Show Less
    32 mins
  • Should Have, Would Have, Could Have: Let’s Talk Taxes (Ep. 34)
    Jun 15 2022

    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 should know about capital gain surprises
    • Reasons it’s important to control what you buy and sell within your portfolio
    • How to distribute your wealth to benefit your portfolio
    • The value of taking advantage of your Health Savings Account (HSA)
    • And more!

    Book time with Jeff Feliciano:

    • Schedule a Call with Jeff

    Connect with Feliciano Financial Group:

    • ffg@felicianofinancial.com
    • (903) 533-8585
    • Feliciano Financial Group
    • LinkedIn: Jose Feliciano
    • Facebook: Jose Feliciano
    • Twitter: Jose Feliciano
    • LinkedIn: Feliciano Financial Group
    • Facebook: Feliciano Financial Group
    • Twitter: Feliciano Financial Group

    Show More Show Less
    27 mins
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