Episode Synopsis "Episode 12 – Common Questions That Investors Should Ask Advisors – Part 1"

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 …

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• 27. How to Adequately Prepare for YOUR Retirement
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• 24. Common Retirement Planning Mistakes to Avoid
• 23. The End of Year Review Process
• 22. Planning for the Unexpected, Part Two
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• Episode 1 – Meet Your Host, Jose Feliciano