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
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
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
Are ‘Windfalls’ Ahead for Government Employees?
With President Biden having eliminated the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) via the Social Security Fairness Act, some government employees and their spouses will soon receive
It’s Been a Year!
The New Year is almost here! On today’s episode, we’re all in! Join the full team as Jason Speciner, CFP®, EA, Regina Neenan, CFP®, Riley Thoubboron, CFP®, and Christin Hutchcraft
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®!
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,