Money & Taxes from Bb to XYZ
Financial Planning Fort Collins
Recent Episodes
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 this episode. Learn what they are and how you can find the true cost of a “free" financial plan.
Have a money or tax question for us? Send it to [email protected], 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.
Learn more about FPFoCo at fpfoco.com, and be sure to subscribe to get the latest episodes in your podcast feed! You can also follow us on your favorite social media platforms @fpfoco.
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.
© 2024 FPFoCo
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 NSOs, this explainer will help you better understand your own equity comp.
Want to learn more? Check out our companion blog, NSO, ISO, RSU, ESPP, and ESOP: Making Sense of Equity Compensation Alphabet Soup. It includes links to individual articles that take an even deeper dive into each type of equity comp.
Have a money or tax question for us? Send it to [email protected], 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.
Learn more about FPFoCo at fpfoco.com, and be sure to subscribe to get the latest episodes in your favorite podcast feed! You can also follow us on your favorite social media platforms @fpfoco.
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.
© 2024 FPFoCo
What are the financial impacts of losing a loved one — and how should you navigate them as you mourn their loss? On today’s episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, explore how loss affects individuals financially. They also review actionable ways in which you can accept your own mortality and prepare so you can reduce strain on the people you care about at your death, from naming beneficiaries on your first accounts to creating a robust estate plan and everything in between.
Have a money or tax question for us? Send it to [email protected], 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.
Learn more about FPFoCo at fpfoco.com, and be sure to subscribe to get the latest episodes in your favorite podcast feed! You can also follow us on your favorite social media platforms @fpfoco.
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.
© 2024 FPFoCo
Check out our new website at fpfoco.com! There, you’ll find the new home of Money & Taxes from Bb to XYZ — and a whole lot more!
Have a money or tax question for us? Send it to [email protected], 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.
Learn more about FPFoCo at fpfoco.com, and be sure to subscribe to get the latest episodes in your favorite podcast feed! You can also follow us on your favorite social media platforms @fpfoco.
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.
© 2024 FPFoCo
In a world where hacks and data breaches seem constant, what can you do to protect yourself? With so much of your personal data tied to your financial life, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, review data security best practices — and what you can do to protect your credit and finances if you’ve been a victim of fraud.
Plus, check out this resource from the Federal Trade Commission on Credit Freezes and Fraud Alerts.
Have a money or tax question for us? Send it to [email protected], 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.
Learn more about FPFoCo at fpfoco.com, and be sure to subscribe to get the latest episodes in your favorite podcast feed! You can also follow us on your favorite social media platforms @fpfoco.
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.
© 2024 FPFoCo