Activate Your EFOF!
Put your savings to work for you! Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share why it’s important to have an emergency and future opportunities fund (EFOF) — and why
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
We Love HSAs!
We love HSAs! Learn why Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, are big fans of health savings accounts, how they differ from flexible spending accounts, and how you
Every Season Is Tax Planning Season!
The end of tax season is the perfect time to do some tax planning! Join Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, as they talk about using your refund or
Get Shred-y: Safely Dispose of Your Old Paperwork!
Are you holding onto old paperwork that shows your personal information? From junk mail to outdated insurance cards and old tax returns, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®,
Strengthen Your Budget: Get Flexible!
Tariffs and tariff threats and retaliatory tariffs oh my! Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share how you can adjust your budget for regular inflation, tariffs, and anything
Sticking to the Plan
Market volatility or economic concerns getting to you? Stick to the plan! Jason Speciner, CFP®, EA, talks with Regina Neenan, CFP®, about how he builds investment portfolios that are designed