Ready to refresh your financial plan? Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share instances when it makes sense to do just that. From starting your independent financial life to marriage, a new job, relocation, having children, retirement, and so many more critical life moments, they discuss the perfect opportunities for your financial plan build or refresh.

Have a money or tax question for us? Send it to [email protected], 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 FPFoCo at fpfoco.com, and be sure to subscribe to get the latest episodes in your podcast feed! You can also follow us on your favorite social media platforms @fpfoco.

Jason Speciner and Regina Neenan are investment advisor representatives of FPFoCo, 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.

© 2025 FPFoCo