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.
Money & Taxes from Bb to XYZ
Claim This Podcastby Financial Planning Fort Collins
5.0(2 reviews)
90 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
43
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality58
Social0
YouTube0
Engagement68
Podcast Overview
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.
Language
🇺🇲
Publishing Since
3/16/2023
Unlock The Full Podcast Authority Score Report
See how your podcast performs across key metrics
43
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality58
Social0
YouTube0
Engagement68
6
Excellent Areas
2
Good Performance
11
Growth Opportunities
excellent
Episode Length
18 minutes
Performing excellently!
good
Publishing Consistency
Every 14 days
Recommendations available
Unlock the full report to see detailed tips
poor
Episode Thumbnails
Recommendations available
Unlock the full report to see detailed tips
+16 More Metrics
Unlock comprehensive insights including:
- • YouTube presence analysis
- • Social media reach metrics
- • RSS compliance scoring
- • Podcast 2.0 features
- • Technical standards
What's Included in Your Full Report
Detailed Analytics
- Complete breakdown of all 19 authority metrics
- Personalized recommendations for each metric
- Industry benchmarks and comparisons
- Technical RSS feed analysis and compliance scoring
Growth Strategies
- Step-by-step action plans for improvement
- Quick wins to boost your score immediately
- Pro tips from successful podcasters
Get your free podcast insights report
See how your show performs across every key metric
Instant delivery
No spam
Attract Better Guests
High authority scores make your podcast more attractive to industry leaders and influencers who want to appear on credible shows.
Secure Sponsorships
Sponsors look for podcasts with proven authority and engagement. Your score demonstrates your podcast's value to potential partners.
Grow Your Audience
Understanding your strengths and weaknesses helps you make data-driven decisions to expand your listener base effectively.
Reach the team behind Money & Taxes from Bb to XYZ
Verified contact details for this show aren't on file yet — sign up to get notified when they land.
Recent Episodes
August 6, 2026
Will Social Security Soon Be a Thing of the Past?
<p>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 mean for retirement planning. They discuss the projected depletion of the Social Security trust fund and three potential solutions outlined by the Social Security trustees: increasing payroll taxes, reducing benefits for everyone, or reducing benefits for future claimants. The conversation also explores why fear alone should not drive an early claiming decision and how financial planning tools can stress-test different Social Security, inflation, tax, health care, and longevity scenarios. Rather than trying to predict exactly what lawmakers will do, Regina and Jason emphasize preparing a flexible retirement plan that can adapt as the system changes.</p><h2>Takeaways</h2><ul><li>If no legislative action is taken, Social Security could continue paying benefits from incoming payroll taxes, but at a reduced level once trust fund reserves are depleted.</li><li>Potential solutions include higher payroll taxes, benefit reductions, later claiming ages, or a combination of changes.</li><li>Don’t make a Social Security claiming decision based on headlines alone. Stress-test your retirement plan and adjust your savings, investments, or income strategy as new information becomes available.</li></ul><br/><h2>Have a question for the show?</h2><p>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.</p><h2>Disclosures</h2><p>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.</p><p>© 2026 FPFoCo</p>
July 23, 2026
Why Do You Invest?
<p>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 the starting point, they explain that risk isn’t simply about stock prices rising and falling; it also includes factors like liquidity, inflation, savings rates, income needs, and the possibility of not reaching your financial goals. They distinguish between risk tolerance (the amount of investment risk you’re willing to accept) and risk capacity (the amount of risk your financial circumstances can reasonably support), then show how those concepts drive asset allocation and even where investments should be held for maximum tax efficiency.</p><h2>Takeaways</h2><ul><li>Understand your risk tolerance first. Determine how much investment risk you’re personally comfortable taking before choosing an investment strategy.</li><li>Evaluate your risk capacity. Your timeline, financial goals, available resources, liquidity needs, and overall circumstances may require you to take more (or less) risk than your tolerance alone suggests.</li><li>Match investments to the right accounts. Once your asset allocation is determined, use asset location strategies by placing growth and income-producing investments in the most tax-efficient account types to maximize long-term results.</li></ul><br/><h2>Have a question for the show?</h2><p>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.</p><h2>Disclosures</h2><p>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.</p><p>© 2026 FPFoCo</p>
July 9, 2026
Tolerate This: Your Risk & Your Investments
<p>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. They explain the difference between risk tolerance, or how much risk you’re willing to take, and risk capacity, or how much risk your financial circumstances can support. The conversation explores how goals, timelines, liquidity needs, savings rates, and retirement plans all shape an appropriate investment strategy. Regina and Jason also discuss how risk translates into asset allocation and why asset location — placing the right investments in the right types of accounts — can add tax-savvy efficiency to a portfolio.</p><h2>Takeaways</h2><ul><li>Risk tolerance measures how much investment risk you're emotionally willing to take.</li><li>Risk capacity considers your real-life circumstances, including goals, timelines, liquidity needs, and available resources.</li><li>Smart investing also means using asset location to place growth and income-producing investments in the most tax-efficient accounts.</li></ul><br/><h2>Have a tax question for the show?</h2><p>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.</p><h2>Disclosures</h2><p>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.</p><p>© 2026 FPFoCo</p>
90 total episodes available
Recent guests on Money & Taxes from Bb to XYZ
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Christin Hutchcraft
Guest
Similar Podcasts
Discover related shows you might enjoy
Retirement Planning Education, with Andy Panko
Andy Panko
Big Picture Retirement
Devin Carroll, CFP® & John Ross, JD
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
Your Money, Your Wealth
Your Money, Your Wealth
Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
Bogleheads On Investing Podcast
bogleheads
The Clark Howard Podcast
Clark Howard
Ramsey Everyday Millionaires
Ramsey Network
Planet Money
NPR
The Daily
The New York Times
Deep-dive analytics for Money & Taxes from Bb to XYZ
Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- What is Money & Taxes from Bb to XYZ?
- How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
Legal Disclaimer
Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.
All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.
We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.
While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.
By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.