Soon-to-Be Retiree? How to Get Ready
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
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.
Subscribe for actionable financial insights wherever you listen.
The Latest Podcasts
Introducing Christin Hutchcraft, FPQP®!
Introducing the newest member of our team to earn a professional designation! On this episode, Christin Hutchcraft, FPQP®, joins Regina Neenan, CFP®, and Jason Speciner, CFP®, EA, to share her
Make Your Windfall a Win!
What would you do with a windfall? Jason Speciner, CFP®, EA, definitely knows what he would do! Listen in as he and Regina Neenan, CFP®, chat about different types of
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
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