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Hosted by Unknown Host · 🇺🇸 US · EN
Established thought leaders with verified media credentials.
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.
Unknown Host hosts Money & Taxes from Bb to XYZ.
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 around saving aggressively earlier in life and then allowing t
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 of Social Security and what potential benefit changes could
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 financial planning: Why do you invest? Using investment risk as t
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 it goes beyond simply watching account values rise and fall
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 — like a raise, bonus, RSU vest, or ESPP benefit — creates new
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 protection: life, disability, and long-term care insurance. They
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 insurance: what it covers, why it matters, and how it fits into a br
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 choosing or re-evaluating a financial planning professional. They ex
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 secure, organized system for storing important personal, fina
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 planning standpoint. It's important to note that neither Jason no
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 tax scams and schemes to watch out for during tax season. The
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 sometimes seemingly overwhelming world of tax documents. Fro
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 lifestyle creep and inflation on your financial plan. They explore
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 time to reset your budget and cash-flow plan. With holiday sp
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 how small, intentional decisions early in the year can have
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 often feels like the perfect time for a fresh financial start —
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 for the podcast and for clients at FPFoCo — while helping li
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 be a powerful long-term tax-planning tool, and when they make
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 gift tax limits, upcoming 401(k) catch-up contribution changes
'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 charitable contributions could impact your taxes in a positiv
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Money & Taxes from Bb to XYZ is hosted by Unknown Host. The show is categorised under Business (investing) and has published 0 episodes.
Money & Taxes from Bb to XYZ regularly covers Business, Investing. It sits in the Business category, with a investing focus.
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Episodes of Money & Taxes from Bb to XYZ average 17 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Money & Taxes from Bb to XYZ's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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