Money & Taxes from Bb to XYZ

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 [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 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. 

© 2023 Financial Planning Fort Collins

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 keep in international places. 

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 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. 

© 2023 Financial Planning Fort Collins

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 off financial independence or reset your retirement date at any time. And we’ll tell you why you should work with a pro to make it happen the right way.

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 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. 

© 2023 Financial Planning Fort Collins

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 strategies some high-earning Gen X-ers can use to save on taxes in 2022 and 2023
• How some self-employed Millennials can stash extra tax-advantaged cash in their retirement plans
• Whether to do your taxes yourself, especially if you’re a Gen-Z-er filing your own taxes for the first time

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 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. 

© 2023 Financial Planning Fort Collins

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 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 Financial Planning Fort Collins at fpfoco.com, and be sure to subscribe to get the latest episodes in your favorite podcast feed!

© 2023 Financial Planning Fort Collins