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Make Your Windfall a Win!

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Manage episode 485589418 series 3458449
Content provided by Financial Planning Fort Collins. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Fort Collins or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

What would you do with a windfall? Jason Speciner, CFP®, EA, definitely knows what he would do! Listen in as he and Regina Neenan, CFP®, chat about different types of windfalls. They’ll discuss what you can do if one lands in your lap and how a financial plan could ground you emotionally as you make big decisions and navigate opportunities.

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

  continue reading

59 episodes

Artwork
iconShare
 
Manage episode 485589418 series 3458449
Content provided by Financial Planning Fort Collins. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Fort Collins or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

What would you do with a windfall? Jason Speciner, CFP®, EA, definitely knows what he would do! Listen in as he and Regina Neenan, CFP®, chat about different types of windfalls. They’ll discuss what you can do if one lands in your lap and how a financial plan could ground you emotionally as you make big decisions and navigate opportunities.

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

  continue reading

59 episodes

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