Latest / Money & Taxes from Bb to XYZ
Make Your Windfall a Win!
What would you do with a windfall? Jason Speciner, CFP®, EA, definitely knows what he would do! Listen in as he and Regina Neenan, CFP®, chat about different types of windfalls. They’ll discuss what you can do if one lands in your lap and how a financial plan could ground you emotionally as you make big decisions and navigate opportunities.
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.
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The skinny
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