Why Reset Your Budget in February?
In this episode of Money and Taxes from Bb to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, explain why February — not January — is the ideal
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
Retirement Planning in 2026
In this episode of Money and Taxes from Bb to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, focus on retirement planning in 2026. They discuss how small,
New Year, New You, Fresh Plan!
In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, kick off the new year by exploring why January often
Happy Holidays! Looking Back, Looking Ahead
In this special holiday episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, reflect on a year of growth — both
To Do or Not To Do a Roth Conversion?
It’s getting close to year-end, and Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, are here to explain what Roth IRA conversions are, why they can be a powerful
Prepare to Prepare: 2025 Year-End Tax Planning
Listen in as Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, break down the most important year-end tax planning strategies for 2025. We’ll explain gift tax limits, upcoming 401(k)