Shows / Money & Taxes from Bb to XYZ
Money & Taxes from Bb to XYZ
Money & Taxes from Bb to XYZ is the personal finance podcast for baby boomers as well as those in generations X, Y, and Z. Real financial planners break down a single money topic in each episode — and leave you with actionable takeaways at the end.
Episodes
Money & Taxes from Bb to XYZIntroducing Riley Thoubboron, TPCP®!
In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, welcome FPFoCo Financial Planning Specialist Riley…
Money & Taxes from Bb to XYZChoose Wisely: It's Employee Benefits Open Enrollment Season!
In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, tackle employee benefits open enrollment and how…
Money & Taxes from Bb to XYZGot Equity Comp? In Search of Info on ISOs
In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, continue their equity compensation series with a…
Money & Taxes from Bb to XYZSpecial Minisode: Our Favorite Songs About Money
In this special mini-episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, trade financial planning for a little…
Money & Taxes from Bb to XYZWelcome to FPFoCo, Kelli!
In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, introduce the newest member of the FPFoCo team…
Money & Taxes from Bb to XYZGot Equity Comp? How-Tos for Your RSUs
In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, break down restricted stock and restricted stock…
Money & Taxes from Bb to XYZFIRE Up Your Cash Flow, and Coast Into Retirement!
In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, explore Coast FIRE, a retirement strategy built…
Money & Taxes from Bb to XYZWill Social Security Soon Be a Thing of the Past?
In this episode of Money and Taxes from Bb to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, examine the latest concerns surrounding the future…
Money & Taxes from Bb to XYZWhy Do You Invest?
In this episode of Money and Taxes from Bb to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, explore one of the foundational questions of…
Money & Taxes from Bb to XYZTolerate This: Your Risk & Your Investments
In this episode of Money and Taxes from Bb to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, unpack what "investment risk" really means and why…
Money & Taxes from Bb to XYZTax Planning Changes You Can Make Now
In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, discuss what to do when a mid-year income boost —…
Money & Taxes from Bb to XYZWhat Can Your 2025 Taxes Tell You About Your 2026 Tax Year?
In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, explain why mid-year tax planning can be just as…
- Money & Taxes from Bb to XYZ
We’re Insuring What, Now?
In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, focus on three key types of personal insurance…
Money & Taxes from Bb to XYZProperty, Sure, but What in the Heck is Casualty?
In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, go back to basics on property and casualty…
Money & Taxes from Bb to XYZWhat To Ask Your Financial Planner
In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, walk through the key questions to ask when…
Money & Taxes from Bb to XYZYour Digital Safe Deposit Box
In this episode of Money and Taxes from Bb to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, explore the idea of a digital safe deposit box: a…
Money & Taxes from Bb to XYZEstate Planning Basics
In this episode of Money and Taxes from Bb to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, walk through estate planning from a financial…
Money & Taxes from Bb to XYZThe Dirty Dozen: Tax Scams to Avoid
In this episode of Money and Taxes from Bb to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, break down the IRS’s annual "Dirty Dozen" list of…
Money & Taxes from Bb to XYZSo Many Tax Forms, So Little Time!
In this episode of Money and Taxes from Bb to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, step inside Jason's "tax bunker" to break down the…
- Money & Taxes from Bb to XYZ
Is Your Lifestyle Creeping Up On You?
In this episode of Money and Taxes from Bb to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, dive into the subtle but powerful impact of…
- Money & Taxes from Bb to XYZ
Why Reset Your Budget in February?
In this episode of Money and Taxes from Bb to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, explain why February — not January — is the ideal…
- Money & Taxes from Bb to XYZ
Retirement Planning in 2026
In this episode of Money and Taxes from Bb to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, focus on retirement planning in 2026. They discuss…
- Money & Taxes from Bb to XYZ
New Year, New You, Fresh Plan!
In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, kick off the new year by exploring why January…
- Money & Taxes from Bb to XYZ
Happy Holidays! Looking Back, Looking Ahead
In this special holiday episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, reflect on a year of growth — both…
- Money & Taxes from Bb to XYZ
To Do or Not To Do a Roth Conversion?
It’s getting close to year-end, and Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, are here to explain what Roth IRA conversions are, why they can…
- Money & Taxes from Bb to XYZ
Prepare to Prepare: 2025 Year-End Tax Planning
Listen in as Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, break down the most important year-end tax planning strategies for 2025. We'll explain…
- Money & Taxes from Bb to XYZ
‘Tis the Season for Tax-Smart Charitable Giving!
'Tis the season for tax planning — and considering charitable giving! In this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, dive into how…
- Money & Taxes from Bb to XYZ
Life Insurance!
Why would Regi need life insurance? Jason Speciner, CFP®, EA, passes the pop quiz at the beginning of this episode. Then he and Regina Neenan, CFP®, ABFP®…
- Money & Taxes from Bb to XYZ
What the Health [Insurance!]?
It’s time to get your health insurance in order! Open enrollment is right around the corner for many, whether you get your coverage through your employee…
- Money & Taxes from Bb to XYZ
What's an Estate Plan?
You’ve probably heard of a will. But what makes up a full estate plan? Regina Neenan, CFP®, and Jason Speciner, CFP®, EA, review the high points of creating a…
- Money & Taxes from Bb to XYZ
Social Security: What's In It for Me?
When is the most optimal age to begin Social Security, how much can you expect, and how much of your expenses will it cover? Regina Neenan, CFP®, and Jason…
- 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…
- Money & Taxes from Bb to XYZ
Becoming a Cash-Flow Pro
How well do you know your own cash flow — and how much does Jason really know about Regi’s? In this episode, Regina Neenan, CFP®, shares their biggest spending…
- Money & Taxes from Bb to XYZ
Navigating Potential Downsides of OBBBA Tax Cuts
We’re back with more One Big Beautiful Bill Act updates. With tax cuts come some potential pitfalls that could affect you, from reduced federal health care…
- Money & Taxes from Bb to XYZ
One Big Beautiful Bill Act: Tax Planning Under the O-Tripple-B
Riley’s back, and he’s here to chat about the tax implications of the One Big Beautiful Bill Act! On this episode, Riley Thoubboron, CFP®, joins colleagues…
- 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…
- Money & Taxes from Bb to XYZ
Soon-to-Be Retiree? How to Get Ready
Financial planning doesn’t end when you stop working! If you’re preparing for retirement, recently retired, or hitting a milestone — like three, five, or 10…
- Money & Taxes from Bb to XYZ
Introducing Christin Hutchcraft, FPQP®!
Introducing the newest member of our team to earn a professional designation! On this episode, Christin Hutchcraft, FPQP®, joins Regina Neenan, CFP®, and Jason…
- 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…
- Money & Taxes from Bb to XYZ
Activate Your EFOF!
Put your savings to work for you! Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share why it’s important to have an emergency and future opportunities…
- Money & Taxes from Bb to XYZ
We Love HSAs!
We love HSAs! Learn why Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, are big fans of health savings accounts, how they differ from flexible spending…
- Money & Taxes from Bb to XYZ
Every Season Is Tax Planning Season!
The end of tax season is the perfect time to do some tax planning! Join Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, as they talk about using your refund…
- Money & Taxes from Bb to XYZ
Get Shred-y: Safely Dispose of Your Old Paperwork!
Are you holding onto old paperwork that shows your personal information? From junk mail to outdated insurance cards and old tax returns, Jason Speciner, CFP®…
- Money & Taxes from Bb to XYZ
Strengthen Your Budget: Get Flexible!
Tariffs and tariff threats and retaliatory tariffs oh my! Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share how you can adjust your budget for regular…
- Money & Taxes from Bb to XYZ
Sticking to the Plan
Market volatility or economic concerns getting to you? Stick to the plan! Jason Speciner, CFP®, EA, talks with Regina Neenan, CFP®, about how he builds…
- Money & Taxes from Bb to XYZ
Change of Plan!
Ready to refresh your financial plan? Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share instances when it makes sense to do just that. From starting…
- Money & Taxes from Bb to XYZ
Savings and De-Paws-It 🐾
Christin Hutchcraft has a new furry family member! Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, hear Christin's story of teaching her son financial…
- Money & Taxes from Bb to XYZ
Are 'Windfalls' Ahead for Government Retirees?
With President Biden having eliminated the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) via the Social Security Fairness Act, some…
- Money & Taxes from Bb to XYZ
It's Been a Year!
The New Year is almost here! On today’s episode, we’re all in! Join the full team as Jason Speciner, CFP®, EA, Regina Neenan, CFP®, Riley Thoubboron, CFP®, and…
- Money & Taxes from Bb to XYZ
Making Moves
Ready to make a move? A relocation, that is! On today’s episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, have a special guest: Their FPFoCo…
- Money & Taxes from Bb to XYZ
ThanksGIVING!
Happy Thanksgiving! On this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, are celebrating gratitude and giving — of the charitable type, that is!…
- Money & Taxes from Bb to XYZ
What's In a (Legal) Name?
Do you know what your legal name is? Are you sure — and have you been using it properly? In this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®…
- Money & Taxes from Bb to XYZ
Halloween Savings Hacks 👻
Happy Halloween! In honor of the holiday, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, are sharing some of their holiday savings hacks. While their…
- Money & Taxes from Bb to XYZ
When “Free” Financial Planning Isn't Exactly Free
Free financial planning sounds great! But what if it’s not actually free? Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, chat about some potential…
- Money & Taxes from Bb to XYZ
NSO, ISO, RSA, RSU, and ESPP: All About Equity Compensation
Got equity compensation? Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, give a (very) brief overview of the different types and how they’re taxed. From…
- Money & Taxes from Bb to XYZ
Navigating the Financial Impacts of Losing a Loved One
What are the financial impacts of losing a loved one — and how should you navigate them as you mourn their loss? On today’s episode, Jason Speciner, CFP®, EA…
- Money & Taxes from Bb to XYZ
Check Out FPFoCo's New Website!
Check out our new website at fpfoco.com! There, you’ll find the new home of Money & Taxes from Bb to XYZ — and a whole lot more! Have a money or tax question…
- Money & Taxes from Bb to XYZ
Data Breaches & Personal Data Protection
In a world where hacks and data breaches seem constant, what can you do to protect yourself? With so much of your personal data tied to your financial life…
- Money & Taxes from Bb to XYZ
Colorado Wildfires: Homeowners Insurance & Planning
As wildfires again burn where FPFoCo is based in Larimer County, Colorado, across the country, and beyond, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®…
- Money & Taxes from Bb to XYZ
Intentionality: Plan to Spend!
What does it mean to be intentional when it comes to saving and spending? Let Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share their perspectives. From…