Latest / Money & Taxes from Bb to XYZ
A Passiv-ated Take on Investment Planning
It’s investment planning month for Jason Speciner, CFP®, EA, here at FPFoCo! In this episode, Regina Neenan, CFP®, chats with him about active and passive investment management and gets his take on choosing a more passive style for our clients. Plus, hear about target-date funds, rebalancing, the importance of your risk assessment, and 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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.