Money & Taxes from Bb to XYZ Financial Planning Fort Collins

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 getting out on your own for the first time, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, have some ideas for how you can navigate a critical money moment. 
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.
Learn more about Financial Planning Fort Collins at fpfoco.com, and be sure to subscribe to get the latest episodes in your favorite podcast feed! 
Jason Speciner and Regina Neenan are investment advisor representatives of Financial Planning Fort Collins, a registered investment advisor.
The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice. 
© 2024 Financial Planning Fort Collins

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®." Learn how they became CFP® professionals, some history behind the designation, and why choosing a CFP® pro is just the beginning.
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.
Learn more about Financial Planning Fort Collins at fpfoco.com, and be sure to subscribe to get the latest episodes in your favorite podcast feed! 
Jason Speciner and Regina Neenan are investment advisor representatives of Financial Planning Fort Collins, a registered investment advisor. 
The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice. 
© 2024 Financial Planning Fort Collins

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 Neenan, CFP®, as they break down the half dozen ruses not covered in episode 26, Dirty Dozen: Tax Scams and Schemes! Plus, check out the FPFoCo blog on the 2024 Dirty Dozen! 
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.
Learn more about Financial Planning Fort Collins at fpfoco.com, and be sure to subscribe to get the latest episodes in your favorite podcast feed! 
Jason Speciner and Regina Neenan are investment advisor representatives of Financial Planning Fort Collins, a registered investment advisor. 
The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice. 
© 2024 Financial Planning Fort Collins

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, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share some of the common items that clients have unintentionally left out from — and then added to — their financial plans.
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.
Learn more about Financial Planning Fort Collins at fpfoco.com, and be sure to subscribe to get the latest episodes in your favorite podcast feed! 
Jason Speciner and Regina Neenan are investment advisor representatives of Financial Planning Fort Collins, a registered investment advisor. 
The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice. 
© 2024 Financial Planning Fort Collins

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 own surprise costs and the emotional toll they can bring. From a down market just after retirement or a pricier college education than planned to a vehicle breakdown or job loss, they’ll share how you can prepare for almost anything that might come your way — no matter your generation.
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.
Learn more about Financial Planning Fort Collins at fpfoco.com, and be sure to subscribe to get the latest episodes in your favorite podcast feed! 
Jason Speciner and Regina Neenan are investment advisor representatives of Financial Planning Fort Collins, a registered investment advisor. 
The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice. 
© 2024 Financial Planning Fort Collins

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, and Regina Neenan, CFP®, go over the Internal Revenue Service’s list of the top 2023 tax scams and schemes so you can watch out for them this tax season. From email and text schemes to social media scams and unscrupulous tax preparers, we’ll share red flags to avoid so you don’t fall victim to the dirty dozen!
IRS Tax-Exempt Organization Search
2023 Dirty Dozen
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.
Learn more about Financial Planning Fort Collins at fpfoco.com, and be sure to subscribe to get the latest episodes in your favorite podcast feed! 
Jason Speciner and Regina Neenan are investment advisor representatives of Financial Planning Fort Collins, a registered investment advisor. 
The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice. 
© 2024 Financial Planning Fort Collins