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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How well do you know your own cash flow — and how much does Jason really know about Regi’s? In this episode, Regina Neenan, CFP®, shares their biggest spending categories. Then
We’re back with more One Big Beautiful Bill Act updates. With tax cuts come some potential pitfalls that could affect you, from reduced federal health care spending to limited tax
Riley’s back, and he’s here to chat about the tax implications of the One Big Beautiful Bill Act! On this episode, Riley Thoubboron, CFP®, joins colleagues Jason Speciner, CFP®, EA,
It’s investment planning month for Jason Speciner, CFP®, EA, here at FPFoCo! In this episode, Regina Neenan, CFP®, chats with him about active and passive investment management and gets his
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
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