Latest / Money & Taxes from Bb to XYZ
Goals!
What are your goals for 2024? From filling up your EFOF and contributing to your retirement savings to having some fun, let’s get planning! In this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share their own goals for the new year, discuss how they can apply throughout the generations, and share takeaways that you can use as you identify your own aspirations.
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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.