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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

Are ‘Windfalls’ Ahead for Government Employees?

January 9, 2025
With President Biden having eliminated the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) via the Social Security Fairness Act, some government employees and their spouses will soon receive
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It’s Been a Year!

December 26, 2024
The New Year is almost here! On today’s episode, we’re all in! Join the full team as Jason Speciner, CFP®, EA, Regina Neenan, CFP®, Riley Thoubboron, CFP®, and Christin Hutchcraft
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Making Moves

December 12, 2024
Ready to make a move? A relocation, that is! On today’s episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, have a special guest: Their FPFoCo colleague, Riley Thoubboron, CFP®!
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ThanksGIVING!

November 28, 2024
Happy Thanksgiving! On this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, are celebrating gratitude and giving — of the charitable type, that is! We’ll explore local shopping, charitable donations,
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What’s In a (Legal) Name?

November 14, 2024
Do you know what your legal name is? Are you sure — and have you been using it properly? In this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, will
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Halloween Savings Hacks 👻

October 31, 2024
Happy Halloween! In honor of the holiday, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, are sharing some of their holiday savings hacks. While their spending recently focused on spooky-themed
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