Having savings in the bank that’s easy to access in a pinch is great … if you’rei intentional about it! But what should you do when it builds up and you don’t know what to do with that pile of cash? Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, have some ideas to share! Plus, you’ll learn what an EFOF is — and how you can use this element of your financial foundation appropriately.
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Jason Speciner and Regina Neenan are investment advisor representatives of Financial Planning Fort Collins, 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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