Happy Thanksgiving! On this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, are celebrating gratitude and giving — of the charitable type, that is! We’ll explore local shopping, charitable donations, and the tax deductions associated with some types of giving. Plus, check out Jason’s favorite green bean casserole or the vegan version Regi makes each year!

Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or Regina might answer your question in a future episode! We’ll release a new one every other Thursday, and they’re ad-free for everyone — no subscription required.

Learn more about FPFoCo at fpfoco.com, and be sure to subscribe to get the latest episodes in your podcast feed! You can also follow us on your favorite social media platforms @fpfoco.

Jason Speciner and Regina Neenan are investment advisor representatives of FPFoCo, a registered investment advisor. 

The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice. 

© 2024 FPFoCo

Do you know what your legal name is? Are you sure — and have you been using it properly? In this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, will tell you where you can find it — and how you can properly update yours if you’ve used a variation of your legal name for anything official along the way. Plus, we’ll touch on the variety of reasons why people change their names and even share our nicknames with you!

Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or Regina might answer your question in a future episode! We’ll release a new one every other Thursday, and they’re ad-free for everyone — no subscription required.

Learn more about FPFoCo at fpfoco.com, and be sure to subscribe to get the latest episodes in your podcast feed! You can also follow us on your favorite social media platforms @fpfoco.

Jason Speciner and Regina Neenan are investment advisor representatives of FPFoCo, a registered investment advisor. 

The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice. 

© 2024 FPFoCo

Happy Halloween! In honor of the holiday, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, are sharing some of their holiday savings hacks. While their spending recently focused on spooky-themed items, you can use these tricks to treat yourself year-round. Listen in for easy ways to save from simple coupons to rewards that may be hidden in your health insurance app and extra discounts, too!

Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or Regina might answer your question in a future episode! We’ll release a new one every other Thursday, and they’re ad-free for everyone — no subscription required.

Learn more about FPFoCo at fpfoco.com, and be sure to subscribe to get the latest episodes in your podcast feed! You can also follow us on your favorite social media platforms @fpfoco.

Jason Speciner and Regina Neenan are investment advisor representatives of FPFoCo, a registered investment advisor. 

The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice. 

© 2024 FPFoCo

Free financial planning sounds great! But what if it’s not actually free? Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, chat about some potential downsides of free financial advice in this episode. Learn what they are and how you can find the true cost of a “free” financial plan. 

Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or Regina might answer your question in a future episode! We’ll release a new one every other Thursday, and they’re ad-free for everyone — no subscription required.

Learn more about FPFoCo at fpfoco.com, and be sure to subscribe to get the latest episodes in your podcast feed! You can also follow us on your favorite social media platforms @fpfoco.

Jason Speciner and Regina Neenan are investment advisor representatives of FPFoCo, a registered investment advisor. 

The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice. 

© 2024 FPFoCo

Got equity compensation? Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, give a (very) brief overview of the different types and how they’re taxed. From ESPPs to ISOs, RSUs, and NSOs, this explainer will help you better understand your own equity comp. 

Want to learn more? Check out our companion blog, NSO, ISO, RSU, ESPP, and ESOP: Making Sense of Equity Compensation Alphabet Soup. It includes links to individual articles that take an even deeper dive into each type of equity comp.

Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or Regina might answer your question in a future episode! We’ll release a new one every other Thursday, and they’re ad-free for everyone — no subscription required.

Learn more about FPFoCo at fpfoco.com, and be sure to subscribe to get the latest episodes in your favorite podcast feed! You can also follow us on your favorite social media platforms @fpfoco.

Jason Speciner and Regina Neenan are investment advisor representatives of FPFoCo, a registered investment advisor. 

The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice. 

© 2024 FPFoCo

What are the financial impacts of losing a loved one — and how should you navigate them as you mourn their loss? On today’s episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, explore how loss affects individuals financially. They also review actionable ways in which you can accept your own mortality and prepare so you can reduce strain on the people you care about at your death, from naming beneficiaries on your first accounts to creating a robust estate plan and everything in between.

Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or Regina might answer your question in a future episode! We’ll release a new one every other Thursday, and they’re ad-free for everyone — no subscription required.

Learn more about FPFoCo at fpfoco.com, and be sure to subscribe to get the latest episodes in your favorite podcast feed! You can also follow us on your favorite social media platforms @fpfoco.

Jason Speciner and Regina Neenan are investment advisor representatives of FPFoCo, a registered investment advisor. 

The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice. 

© 2024 FPFoCo

Check out our new website at fpfoco.com! There, you’ll find the new home of Money & Taxes from Bb to XYZ — and a whole lot more!

Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or Regina might answer your question in a future episode! We’ll release a new one every other Thursday, and they’re ad-free for everyone — no subscription required.

Learn more about FPFoCo at fpfoco.com, and be sure to subscribe to get the latest episodes in your favorite podcast feed! You can also follow us on your favorite social media platforms @fpfoco.

Jason Speciner and Regina Neenan are investment advisor representatives of FPFoCo, a registered investment advisor. 

The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice. 

© 2024 FPFoCo

In a world where hacks and data breaches seem constant, what can you do to protect yourself? With so much of your personal data tied to your financial life, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, review data security best practices — and what you can do to protect your credit and finances if you’ve been a victim of fraud.

Plus, check out this resource from the Federal Trade Commission on Credit Freezes and Fraud Alerts.

Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or Regina might answer your question in a future episode! We’ll release a new one every other Thursday, and they’re ad-free for everyone — no subscription required.

Learn more about FPFoCo at fpfoco.com, and be sure to subscribe to get the latest episodes in your favorite podcast feed! You can also follow us on your favorite social media platforms @fpfoco.

Jason Speciner and Regina Neenan are investment advisor representatives of FPFoCo, a registered investment advisor. 

The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice. 

© 2024 FPFoCo

As wildfires again burn where FPFoCo is based in Larimer County, Colorado, across the country, and beyond, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, are reminded that preparedness is key. They’ll break down homeowners insurance considerations and policy areas to review for those in each generation, from baby boomers to generations X, Y, and Z.  

Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or Regina might answer your question in a future episode! We’ll release a new one every other Thursday, and they’re ad-free for everyone — no subscription required.

Learn more about FPFoCo at fpfoco.com, and be sure to subscribe to get the latest episodes in your favorite podcast feed! You can also follow us on your favorite social media platforms @fpfoco.

Jason Speciner and Regina Neenan are investment advisor representatives of FPFoCo, a registered investment advisor. 

The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice. 

© 2024 FPFoCo