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Latest / Money & Taxes from Bb to XYZ

Show Me the (Monarch) Money!

If Regina Neenan, CFP®, uses Monarch and Jason Speciner, CFP®, EA, uses YNAB, why do the majority of FPFoCo’s cash-flow tracking clients use Monarch? Learn the answer — and get a step-by-step walk-through of how Regi sets Monarch up on behalf of FPFoCo clients. Plus, make an easy-to-use tool even simpler as you follow along to set up your Monarch account, too!

Looking for that Monarch Money discount code? It’s right here!

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…

The skinny

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