Prepare to Prepare: 2025 Year-End Tax Planning
Listen in as Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, break down the most important year-end tax planning strategies for 2025. We’ll explain gift tax limits, upcoming 401(k)
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
‘Tis the Season for Tax-Smart Charitable Giving!
‘Tis the season for tax planning — and considering charitable giving! In this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, dive into how charitable contributions could impact your
Life Insurance!
Why would Regi need life insurance? Jason Speciner, CFP®, EA, passes the pop quiz at the beginning of this episode. Then he and Regina Neenan, CFP®, ABFP®, talk about why
What the Health [Insurance!]?
It’s time to get your health insurance in order! Open enrollment is right around the corner for many, whether you get your coverage through your employee benefits or a health
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
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,