Financial planning doesn’t end when you stop working! If you’re preparing for retirement, recently retired, or hitting a milestone — like three, five, or 10 years in — it’s probably a good time for a check-up. Where’s your money coming from? Where’s it going? And what are you doing when you’re no longer working? Wherever you’re at in the retirement process, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, have some ideas you can use to do it the right way.
Plus, here’s the elder millennial meme that Jason mentioned and the Spotify link to the Die With Zero audiobook!
Have a money or tax question for us? Send it to , 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.
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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.
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