Episode Synopsis "19. Five Key Steps to Take Before You Retire"

Don’t make the mistake of retiring too soon! You just might regret it in the future. To help you find the right time to retire, in this episode, Jose Feliciano and Jeff Feliciano discuss five key steps to take while considering retirement. Jose and Jeff discuss: Why you don’t want to pull the trigger and …

Listen "19. Five Key Steps to Take Before You Retire"

More episodes of the podcast Live Life on Purpose

• Financial Considerations While Navigating Divorce (Ep. 36)
• Young Families: Learn How To Plan Your Future (Ep. 35)
• Should Have, Would Have, Could Have: Let’s Talk Taxes (Ep. 34)
• Checklist: Here Are The Components of a Planning Process (Ep. 33)
• Learn How to Avoid These Critical Financial Bad Habits (Ep. 32)
• Some Good Financial Habits to Have (Ep. 31)
• 9 Critical Financial Considerations for Business Owners (Ep. 30)
• 10 Common Objections to Estate Planning (Ep. 29)
• 28. The 10 People You Should Have on Your Retirement Team
• 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