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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

What’s In a (Legal) Name?

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 👻

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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When “Free” Financial Planning Isn’t Exactly Free

Free financial planning sounds great! But what if it’s not actually free? Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, chat about some potential downsides of free financial advice in
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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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