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 balance due to inform the current tax year, reviewing and updating your W-4, avoiding penalties by making quarterly estimated tax payments, and so much more. Beginning just after tax season and putting the finishing touches on at year-end with check-ins in between could positively impact your life and finances for years to come.
Have a money or tax question for us? Send it to , and Jason or Regina might answer your question in a future episode! We’ll release a new one every other Thursday, and they’re ad-free for everyone — no subscription required.
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Jason Speciner and Regina Neenan are investment advisor representatives of FPFoCo, a registered investment advisor.
The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice.
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