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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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
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
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
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
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