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 XYZ
Work It — or Not!
Relationships with work are changing. In this episode of Money & Taxes from Bb to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, discuss our evolving…
- Money & Taxes from Bb to XYZ
How Being Childfree Impacts Your Life and Finances with Dr. Jay of Childfree Wealth®
Did you know that 25% of adults identify as being Childfree? Listen in as our first-ever special guest, Dr. Jay Zigmont, CFP®, Childfree Wealth Specialist®…
- Money & Taxes from Bb to XYZ
Insuring Your Income
Disability insurance is part of many employee benefit plans. But what do you do if you’re self-employed, if it’s not available to you through your employer, or…
- Money & Taxes from Bb to XYZ
FPFoCo Party Minisode! 🥳
This is not your typical episode of Money & Taxes from Bb to XYZ. It's an itty bitty minisode with a special invitation inside that's just for you. We invite…
- Money & Taxes from Bb to XYZ
Underestimating Your Overspending — And the Fix
Ever found yourself doing some fairly significant overspending but not really understanding its impact? Regina Neenan, CFP®, certainly has. Listen in as they…
- Money & Taxes from Bb to XYZ
Critical Money Moments & Financial Resets
What should you do when you need a financial reset in life? Whether the result of divorce or death of a spouse, job loss or landing your dream job, or just…
- Money & Taxes from Bb to XYZ
How Come "It's Gotta Be a CFP®"?
Listen in as Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share their thoughts on the CFP® Board's recent advertising campaign, "It's gotta be a CFP®."…
- Money & Taxes from Bb to XYZ
Dirty Dozen: 2024 Updates!
We’re back with an update on the IRS’s 2024 Dirty Dozen, the dirtiest tax scams and schemes of this tax season! Join Jason Speciner, CFP®, EA, and Regina…
- Money & Taxes from Bb to XYZ
I Forgot! Add This to Your Financial Plan
Have you forgotten to add something to your financial plan? From left-out EFOFs to missed cars and forgotten “now” goals, we’ve seen it all. In this episode…
- Money & Taxes from Bb to XYZ
$#!+ Happens!
Stuff happens! What could you do if you were to face an unexpected expense? Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share how they’ve handled their…
- Money & Taxes from Bb to XYZ
The Dirty Dozen: 12 Tax Scams and Schemes to Avoid
Heard of a tax filing technique that sounds too good to be true? It just might be! In this episode of Money & Taxes from Bb to XYZ, Jason Speciner, CFP®, EA…
- Money & Taxes from Bb to XYZ
Inflation!
Have you been feeling the inflation lately? After increasing early in the pandemic and reaching a peak in June 2022, inflation steadily declined through June…
- Money & Taxes from Bb to XYZ
Relation$hips: Talking to Your Significant Other About Money
Money and … romance? That’s right! It’s almost Valentine’s Day, so get ready to talk to your significant other about money — no matter which generation you and…
- Money & Taxes from Bb to XYZ
Household Finances: Making a House a Home 🏡
What does it take to make a house a home? There’s a lot more to it than renting or buying! Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, will share ideas…
- 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…
- Money & Taxes from Bb to XYZ
2024 In Numbers: Savings, Taxes, Retirement, & MORE!
The new year is almost here, and that means it’s time for some updates! To what? Standard deductions, phaseout ranges for retirement savings, retirement plan…
- Money & Taxes from Bb to XYZ
New Year, New Cash-Flow Plan
Get ready for 2024 income, saving, and spending with a new cash-flow plan for the new year! In this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®…
- Money & Taxes from Bb to XYZ
Holiday Gifts & Giving: Taxes Edition!
It’s officially the holiday season, and you know what that means: It’s time for giving! If you’re including monetary gifts to people or charitable giving in…
- Money & Taxes from Bb to XYZ
ROTH!
Making your first Roth IRA contribution? How about contributing to your Roth IRA through the backdoor? Or the behemoth mega-backdoor Roth? And don’t forget…
- Money & Taxes from Bb to XYZ
Year-End Financial & Tax Planning
It might be early November, but the end of the year will be here before we know it! Listen in as Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share what…
- Money & Taxes from Bb to XYZ
Eek! Spooky Finance & Tax Horror Stories 🎃
The spooky season has begun! In this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, tell some horrific finance and tax stories. So gather around…
- Money & Taxes from Bb to XYZ
[Tax] Extension! [Tax] Extension! Hear All About It!
Ever wondered why someone would file a tax extension instead of filing their taxes by the deadline in April? Jason Speciner, CFP®, EA, and Regina Neenan, CFP®…
- Money & Taxes from Bb to XYZ
Work Perks!
Open enrollment season is nearly here! Join Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, as they walk you through the trifecta of key employee benefits…
- Money & Taxes from Bb to XYZ
Fitness & Finance
Where do fitness and finance intersect? From expensive sports and health savings accounts to pre-Medicare financial independence and more, you just might be…
- Money & Taxes from Bb to XYZ
Money & Tipping: How Much Do You Tip ... and How Much Should You Tip?
Tipping is ubiquitous in American culture, and it certainly impacts our finances. In this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, talk…
- Money & Taxes from Bb to XYZ
Let That SINK In!
Have income and no kids? You might be a SINK or DINK! In this episode, Jason Speciner, CFP®, EA, and FPFoCo’s resident DINKWAC Regina Neenan, CFP®, talk money…
- Money & Taxes from Bb to XYZ
Money In the Bank (EFOF!)
Having savings in the bank that’s easy to access in a pinch is great … if you’rei intentional about it! But what should you do when it builds up and you don’t…
- Money & Taxes from Bb to XYZ
Our BIGGEST Money Regrets
Money regrets: If you have one, you’re not alone. In this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share the money mistakes that they’ve…
- Money & Taxes from Bb to XYZ
Windfall!
Windfalls come in many forms from settlements to gifts, inheritances, life insurance proceeds — and even gambling winnings. Others can include big raises…
- Money & Taxes from Bb to XYZ
Get a Life [Insurance]!
On this edition of Money & Taxes from Bb to XYZ, we flip the script! Jason Speciner, CFP®, EA, hosts while Regina Neenan, CFP®, is in the hot seat, answering…
- Money & Taxes from Bb to XYZ
Always Be Planning Your Taxes!
Tax season might just have ended for most of us, but is it too early to start planning your 2023 taxes? Of course not! Hear from Jason Speciner, CFP®, EA, and…
- Money & Taxes from Bb to XYZ
Travel!
It’s almost summer, and that means vacation season is nearly here! Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, chat about the financial aspects of one…
- Money & Taxes from Bb to XYZ
The Spectrum of Risk (It's EVERYWHERE!)
From keeping money under the mattress to investing in the market and gambling in Vegas, a very broad spectrum of risk exists — and it’s everywhere! Jason…
- Money & Taxes from Bb to XYZ
Earnings: What You Make — or What You Keep?
A penny saved is a penny earned — but you probably had to earn that penny to save it in the first place! So what matters more: What you make or what you keep?…
- Money & Taxes from Bb to XYZ
How to Set — or Reset — Your Retirement Date
Whether you’re working toward financial independence or retirement, what’s its start date? If you’re setting — or resetting — yours, Jason Speciner, CFP®, EA…
- Money & Taxes from Bb to XYZ
Tax Season: How to Prepare
Tax season is upon us! Whether you’re preparing to prepare yours for tax year 2022 or setting yourself up for success in 2023, we’ve got you covered. Jason…
- Money & Taxes from Bb to XYZ
Introducing Money & Taxes from Bb to XYZ!
Introducing Money & Taxes from Bb to XYZ, the personal finance podcast for baby boomers as well as those in generations X, Y, and Z. Hosts Jason Speciner…