Money & Taxes from Bb to XYZ

About 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.

Publisher

Financial Planning Fort Collins

Category

business

Language

en

Explicit

No

First episode

16 Mar 2023

Latest episode

15 Oct 2026

Latest episodes

96 episodes in the feed.

1. 

   15 Oct 2026

   Choose 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 to make sense of that intimidating benefits guide before the deadline arrives. They walk through health, dental, vision, life, and disability insurance, along with some of the tempting extras that may or may not be worth the paycheck deduction. Rather than simply renewing last year’s choices or signing up for everything available, Regina and Jason explain how to compare what’s changed with what you actually expect to need in the coming year. Takeaways Start with what's changed. Your current benefits, premiums, deductibles, out-of-pocket limits, and employer contributions may be different next year. Consider both a best-case and worst-case year when comparing health plans, while factoring in known life changes or expected medical expenses. Don’t automatically enroll in every benefit offered. Evaluate insurance and optional benefits against your actual financial situation and needs so you’re paying for protection that provides meaningful value. Have a question for the show? Email podcast@fpfoco.com, and Jason or Regina might answer it in a future episode! New episodes drop every other Thursday, and they’re always ad-free with no subscription required. Learn more about FPFoCo at fpfoco.com and connect with us on social media @fpfoco. Disclosures Jason Speciner and Regina Neenan are investment advisor representatives of FPFoCo, a registered investment advisor. The information in this podcast is for general educational and entertainment purposes only. It may not apply to your individual circumstances and should not be considered financial, investment, or tax advice. © 2026 FPFoCo

2. 

   1 Oct 2026

   Got 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 look at incentive stock options (ISOs) and non-qualified stock options (NSOs). They explain how these employer-granted options work, what happens when you exercise them, and why the tax consequences can look very different depending on which type you have and when you sell. From cashless exercises and capital gains to the alternative minimum tax (AMT), Regina and Jason show why stock options can offer valuable opportunities but also require careful financial and tax planning. Takeaways NSOs and ISOs are taxed differently, especially when you exercise your options, making it important to understand exactly what type of grant you have. ISOs can offer preferential tax treatment, but taking full advantage of it may require navigating AMT and meeting specific holding-period requirements. Stock options shouldn’t be considered in isolation. Your exercise strategy should account for taxes, cash flow, diversification, and the risk of becoming overly concentrated in your employer’s stock. Have a question for the show? Email podcast@fpfoco.com, and Jason or Regina might answer it in a future episode! New episodes drop every other Thursday, and they’re always ad-free with no subscription required. Learn more about FPFoCo at fpfoco.com and connect with us on social media @fpfoco. Disclosures Jason Speciner and Regina Neenan are investment advisor representatives of FPFoCo, a registered investment advisor. The information in this podcast is for general educational and entertainment purposes only. It may not apply to your individual circumstances and should not be considered financial, investment, or tax advice. © 2026 FPFoCo

3. 

   24 Sept 2026

   Special 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 financial-themed music. With the FPFoCo team heading to San Diego for their annual company retreat and an industry conference, they’ve assembled the perfect soundtrack for the trip: FPFoCo Favorite$, a team-curated playlist featuring songs about money from across genres and generations. From Wu-Tang Clan to whatever other money-minded tracks made the cut, consider this your invitation to turn up the volume and follow the money. Hear the Spotify playlist: https://open.spotify.com/playlist/6ONSSqJuWSCKwlAdh8Z3Vd?si=msayp6m8SUaM_SkkYCyw0w (https://open.spotify.com/playlist/6ONSSqJuWSCKwlAdh8Z3Vd?si=msayp6m8SUaM_SkkYCyw0w) <iframe data-testid="embed-iframe" style="border-radius:12px" src="https://open.spotify.com/embed/playlist/6ONSSqJuWSCKwlAdh8Z3Vd?utm_source=generator&si=130b707cd18e428a" width="100%" height="352" frameBorder="0" allowfullscreen="" allow="autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture" loading="lazy"></iframe> Have a question for the show? Email podcast@fpfoco.com, and Jason or Regina might answer it in a future episode! New episodes drop every other Thursday, and they’re always ad-free with no subscription required. Learn more about FPFoCo at fpfoco.com and connect with us on social media @fpfoco. Disclosures Jason Speciner and Regina Neenan are investment advisor representatives of FPFoCo, a registered investment advisor. The information in this podcast is for general educational and entertainment purposes only. It may not apply to your individual circumstances and should not be considered financial, investment, or tax advice. © 2026 FPFoCo

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

2 ratings

Spotify

5.0 / 5

3 ratings

Podcast Authority Score: 43 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

58

Social presence

0

YouTube

0

Engagement

68

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