Money & Taxes from Bb to XYZ

Financial Planning Fort Collins
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Money & Taxes from Bb to XYZ

Money & Taxes from Bb to XYZ is the personal finance podcast for baby boomers as well as those in generations X, Y, and Z. Real financial planners break down a single money topic in each episode — and leave you with actionable takeaways at the end.

  1. 2日前

    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 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 podcast@fpfoco.com, 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

    14 分鐘

  2. 9月19日

    Navigating the Financial Impacts of Losing a Loved One

    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 podcast@fpfoco.com, 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

    18 分鐘

  3. 9月5日

    Check Out FPFoCo's New Website!

    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 podcast@fpfoco.com, 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

    4 分鐘

  4. 8月22日

    Data Breaches & Personal Data Protection

    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 podcast@fpfoco.com, 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

    13 分鐘

  5. 8月8日

    Colorado Wildfires: Homeowners Insurance & Planning

    As wildfires again burn where FPFoCo is based in Larimer County, Colorado, across the country, and beyond, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, are reminded that preparedness is key. They’ll break down homeowners insurance considerations and policy areas to review for those in each generation, from baby boomers to generations X, Y, and Z.   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! 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

    9 分鐘

  6. 7月25日

    Intentionality: Plan to Spend!

    What does it mean to be intentional when it comes to saving and spending? Let Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share their perspectives. From saving enough while enjoying your life, it’s all about balance. 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! We’ll release a new one every other Thursday, and they’re ad-free for everyone — no subscription required. Plus, you can check out Jason’s blog, Confessions of a Dance Dad: Financial Planning Edition here! 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

    19 分鐘

  7. 7月11日

    Work It — or Not!

    Relationships with work are changing. In this episode of Money & Taxes from Bb to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, discuss our evolving relationships with work and how members of each generation — from Baby boomers to X, Y, and Z — can intentionally enhance their work-life balance. 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! 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

    19 分鐘

  8. 6月27日

    Childfree Life and Finances with Dr. Jay of Childfree Wealth®

    Did you know that 25% of adults identify as being Childfree? Listen in as our first-ever special guest, Dr. Jay Zigmont, CFP®, Childfree Wealth Specialist®, founder and CEO of Childfree Wealth®, and host of the Childfree Wealth® podcast chats with Jason Speciner, CFP®, EA, and Regina Neenan, CFP®. They’ll discuss what being Childfree is, how it’s different from simply being a SINK or DINK, and how it impacts financial planning for those across generations from baby boomers to those in generations X, Y, and Z! Plus, check out these resources from Dr. Jay: https://fcatalyst.com/blog/march2023/a-family-of-one-the-ascendence-of-solo-householdshttps://www.midlandnational.com/capitalincome  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! We’ll release a new one every other Thursday, and they’re ad-free for everyone — no subscription required. Learn more about Financial Planning Fort Collins at fpfoco.com, and be sure to subscribe to get the latest episodes in your favorite podcast feed!  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.  © 2024 Financial Planning Fort Collins

    26 分鐘
查看全部 (43)

預告

關於

Money & Taxes from Bb to XYZ is the personal finance podcast for baby boomers as well as those in generations X, Y, and Z. Real financial planners break down a single money topic in each episode — and leave you with actionable takeaways at the end.

資料

  • 創作者
    Financial Planning Fort Collins
  • 活躍年份
    2023年 - 2024年
  • 單集
    43
  • 分級
    兒童適宜
  • 版權
    © Copyright 2024 Financial Planning Fort Collins
  • 節目網站
    Money & Taxes from Bb to XYZ

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