Money & Taxes from Bb to XYZ

Tipping is ubiquitous in American culture, and it certainly impacts our finances. In this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, talk tipping, taxes, and your takeaway tactics. We’ll discuss everything from baby boomers who maybe didn’t price today’s tipping trends into their retirement cash-flow plans to which generation might be the worst tippers and more. Plus, stick around...

Have income and no kids? You might be a SINK or DINK! In this episode, Jason Speciner, CFP®, EA, and FPFoCo’s resident DINKWAC Regina Neenan, CFP®, talk money and taxes for our single income no kids and dual income no kids listeners. From what makes the childfree lifestyle unique financially for SINKs and DINKs to the cost of raising kids and more, let this one SINK in!  Have a money or tax q...

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. Episo...

Money regrets: If you have one, you’re not alone. In this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share the money mistakes that they’ve seen others make so that you can avoid them. Plus, they’ll share their own biggest money regrets.   Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or Regina might answer your question in a future episode...

Windfalls come in many forms from settlements to gifts, inheritances, life insurance proceeds — and even gambling winnings. Others can include big raises, equity compensation events, or property sales. Whatever your windfall, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, specialize in these critical money moments and are here to talk you through how you might want to navigate yours. From...

On this edition of Money & Taxes from Bb to XYZ, we flip the script! Jason Speciner, CFP®, EA, hosts while Regina Neenan, CFP®, is in the hot seat, answering questions related to one of their specialties: Insurance planning! Beyond what life insurance is, you’ll learn what life insurance is really for as well as why some people should obtain a policy ... and when paying for life insurance migh...

Tax season might just have ended for most of us, but is it too early to start planning your 2023 taxes? Of course not! Hear from Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, as Jason explains what he noticed most when preparing 2022 taxes — and what you can do now to avoid surprises for the 2023 tax season. Plus, learn why it’s a good idea to always be planning your taxes! Have a money...

It’s almost summer, and that means vacation season is nearly here! Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, chat about the financial aspects of one of their favorite topics: Travel! Hear some of our favorite tips and tricks as we share some of our own travel experiences with you. Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or Regina might answer you...

From keeping money under the mattress to investing in the market and gambling in Vegas, a very broad spectrum of risk exists — and it’s everywhere ! Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, explore what it means and how it applies across generations so you can better understand your own relationship with risk. Have a money or tax question for us? Send it to podcast@fpfoco.com, and J...

A penny saved is a penny earned — but you probably had to earn that penny to save it in the first place! So what matters more: What you make or what you keep? (Hint: It’s what you keep!) Learn why in this episode as Jason Speciner, CFP®, EA, and Regina Neenan, CFP® explore earnings and the importance of saving. You’ll learn tax-savvy ways in which each generation can save and how to put what you k...

Whether you’re working toward financial independence or retirement, what’s its start date? If you’re setting — or resetting — yours, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, will talk you through how to choose your when.  We’ll explain why you should set a retirement date if being work-free or work-optional someday is a goal of yours. We’ll also share why it’s ok to put of...

Tax season is upon us! Whether you’re preparing to prepare yours for tax year 2022 or setting yourself up for success in 2023, we’ve got you covered. Jason Speciner, CFP®, EA (short for Enrolled Agent), and Regina Neenan, CFP®, will be your guides. Here’s some of what you’ll hear in this episode … Why some Baby boomers might not have to prepare and file their taxes this year Tax planning strategie...

Introducing Money & Taxes from Bb to XYZ, the personal finance podcast for baby boomers as well as those in generations X, Y, and Z. Hosts Jason Speciner, CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent, and Regina Neenan, CERTIFIED FINANCIAL PLANNER™, will break down a single money topic in each episode — and leave you with actionable tips at the end. Have a money or tax question fo...