Episode Synopsis "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 the 10 common objections to estate planning and why it is important to begin today no matter your age, income, or family …
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- 27. How to Adequately Prepare for YOUR Retirement
- 26. Common IRA Mistakes You Want to Avoid
- 25. The Biggest Concerns for Families of Wealth
- 24. Common Retirement Planning Mistakes to Avoid
- 23. The End of Year Review Process
- 22. Planning for the Unexpected, Part Two
- 21. Planning For The Unexpected, Part One
- 20. This is How to Write An Effective Financial Plan
- 19. Five Key Steps to Take Before You Retire
- 18. 10 Tips to Help Empower Women Investors
- 17. Riding Market Highs
- 16. The Important Conversations You Need to Have with Your Parents — Part Three
- Episode 15 – Crucial Conversations Around Business — Part 2
- Episode 14 – The Critical Conversations with Family Members — Part 1
- Episode 13 – Common Questions That Investors Should Ask Advisors – Part 2
- Episode 12 – Common Questions That Investors Should Ask Advisors – Part 1
- Episode 11 – How To Focus on Your Financials Now
- Episode 10 – Saving Versus Investing
- Episode 9 – Business Owners’ Commonly Asked Tax Questions, Answered – Part 2
- Episode 8 – Individuals’ Commonly Asked Tax Questions, Answered – Part 1
- Episode 7 – Ten Core Principles to Creating a Successful Investment Experience
- Episode 6 – Finding Value in 2021
- Episode 5: How to Protect Your Family’s Financial Future With Life Insurance: Part 1
- Episode 4 – The Importance of Protection Around Financial Planning
- Episode 3 – The Client Experience at Feliciano Financial Group
- Episode 2 – Fall Season Means Medicare Open Enrollment Season
- Episode 1 – Meet Your Host, Jose Feliciano