Making Moves
Ready to make a move? A relocation, that is! On today’s episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, have a special guest: Their FPFoCo colleague, Riley Thoubboron, CFP®!
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
ThanksGIVING!
Happy Thanksgiving! On this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, are celebrating gratitude and giving — of the charitable type, that is! We’ll explore local shopping, charitable donations,
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
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
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
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