What’s an Estate Plan?
You’ve probably heard of a will. But what makes up a full estate plan? Regina Neenan, CFP®, and Jason Speciner, CFP®, EA, review the high points of creating a real
Personal Financial Planning Podcast: Money & Taxes from Bb to XYZ
From taxes and investing to insurance, cash flow, and more, we break down a single money topic, then explain how it could affect those across generations, from baby boomers to those in generations X, Y, and Z, in each podcast episode.
Personal Financial Planning Podcast: Money & Taxes from Bb to XYZ
From taxes and investing to insurance, cash flow, and more, we break down a single money topic, then explain how it could affect those across generations, from baby boomers to those in generations X, Y, and Z, in each podcast episode.
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The Latest Podcasts
Social Security: What’s In It for Me?
When is the most optimal age to begin Social Security, how much can you expect, and how much of your expenses will it cover? Regina Neenan, CFP®, and Jason Speciner,
Show Me the (Monarch) Money!
If Regina Neenan, CFP®, uses Monarch and Jason Speciner, CFP®, EA, uses YNAB, why do the majority of FPFoCo’s cash-flow tracking clients use Monarch? Learn the answer — and get
Becoming a Cash-Flow Pro
How well do you know your own cash flow — and how much does Jason really know about Regi’s? In this episode, Regina Neenan, CFP®, shares their biggest spending categories. Then
Navigating Potential Downsides of OBBBA Tax Cuts
We’re back with more One Big Beautiful Bill Act updates. With tax cuts come some potential pitfalls that could affect you, from reduced federal health care spending to limited tax
One Big Beautiful Bill Act: Tax Planning Under the O-Tripple-B
Riley’s back, and he’s here to chat about the tax implications of the One Big Beautiful Bill Act! On this episode, Riley Thoubboron, CFP®, joins colleagues Jason Speciner, CFP®, EA,