Every Season Is Tax Planning Season!
The end of tax season is the perfect time to do some tax planning! Join Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, as they talk about using your refund or
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
Get Shred-y: Safely Dispose of Your Old Paperwork!
Are you holding onto old paperwork that shows your personal information? From junk mail to outdated insurance cards and old tax returns, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®,
Strengthen Your Budget: Get Flexible!
Tariffs and tariff threats and retaliatory tariffs oh my! Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share how you can adjust your budget for regular inflation, tariffs, and anything
Sticking to the Plan
Market volatility or economic concerns getting to you? Stick to the plan! Jason Speciner, CFP®, EA, talks with Regina Neenan, CFP®, about how he builds investment portfolios that are designed
Change of Plan!
Ready to refresh your financial plan? Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share instances when it makes sense to do just that. From starting your independent financial life
Savings and De-Paws-It 🐾
Christin Hutchcraft has a new furry family member! Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, hear Christin’s story of teaching her son financial responsibility as he planned and worked