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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

What Can Your Tax Projection Tell You?

In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, explain why November is the perfect time for a year-end
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Introducing Riley Thoubboron, TPCP®!

In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, welcome back FPFoCo Financial Planning Specialist Riley Thoubboron, who recently
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Choose Wisely: It’s Employee Benefits Open Enrollment Season!

In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, tackle employee benefits open enrollment and how to make sense
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Got Equity Comp? In Search of Info on ISOs

In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, continue their equity compensation series with a look at incentive
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Special Minisode: Our Favorite Songs About Money

In this special mini-episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, trade financial planning for a little financial-themed music. With
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Welcome to FPFoCo, Kelli!

In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, introduce the newest member of the FPFoCo team, Kelli, and
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