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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 affects those across generations, from baby boomers to those in generations X, Y, and Z, in each podcast episode.

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 affects 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

NSO, ISO, RSA, RSU, and ESPP: All About Equity Compensation

Got equity compensation? Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, give a (very) brief overview of the different types and how they’re taxed. From ESPPs to ISOs, RSUs, and
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Navigating the Financial Impacts of Losing a Loved One

What are the financial impacts of losing a loved one — and how should you navigate them as you mourn their loss? On today’s episode, Jason Speciner, CFP®, EA, and Regina
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Check Out FPFoCo’s New Website!

Check out our new website at fpfoco.com! There, you’ll find the new home of Money & Taxes from Bb to XYZ — and a whole lot more! Have a money
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Data Breaches & Personal Data Protection

In a world where hacks and data breaches seem constant, what can you do to protect yourself? With so much of your personal data tied to your financial life, Jason
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Colorado Wildfires: Homeowners Insurance & Planning

As wildfires again burn where FPFoCo is based in Larimer County, Colorado, across the country, and beyond, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, are reminded that preparedness is
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Intentionality: Plan to Spend!

What does it mean to be intentional when it comes to saving and spending? Let Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share their perspectives. From saving enough while
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