Live Life on Purpose
Latest Episodes
Financial Considerations While Navigating Divorce (Ep. 36)
Its understandable if youre 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
Young Families: Learn How To Plan Your Future (Ep. 35)
Whats important to you? When looking at your and your familys future, its crucial to integrate goals, challenges, and processes within your plan. From the importance of communication, education, a
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 and paid your taxes correctly. This week, Jose and Jeff Feli
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, its crucial to review your portfolio and its structure to best fit your goals. In this episode, Jo
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 to question and say no to overindulging into your savings
Some Good Financial Habits to Have (Ep. 31)
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 ess
9 Critical Financial Considerations for Business Owners (Ep. 30)
More and more people have been changing their careers and starting a business since the start of the pandemic. It is important to be proactive and consider planning for the future of your business and
10 Common Objections to Estate Planning (Ep. 29)
You never know what comes tomorrow. Take time to plan your future, for your investments AND your estate, for yourself and your loved ones. In this episode, Jose Feliciano and Jeff Feliciano identify t
28. The 10 People You Should Have on Your Retirement Team
Being prepared for a life ahead of you is important for the wellbeing of you and your family. Preparation should include a team of professionals to ensure you are making more of your time, money, and
27. How to Adequately Prepare for YOUR Retirement
The number one question that is asked when planning for retirement is, How much money do I need to retire? It is an important question to talk about today, to put you closer on track to your goal an