Money & Taxes from Bb to XYZ cover art

All Episodes

Money & Taxes from Bb to XYZ — 84 episodes

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Title
1

Property, Sure, but What in the Heck is Casualty?

2

What To Ask Your Financial Planner

3

Your Digital Safe Deposit Box

4

Estate Planning Basics

5

The Dirty Dozen: Tax Scams to Avoid

6

So Many Tax Forms, So Little Time!

7

Is Your Lifestyle Creeping Up On You?

8

Why Reset Your Budget in February?

9

Retirement Planning in 2026

10

New Year, New You, Fresh Plan!

11

Happy Holidays! Looking Back, Looking Ahead

12

To Do or Not To Do a Roth Conversion?

13

Prepare to Prepare: 2025 Year-End Tax Planning

14

‘Tis the Season for Tax-Smart Charitable Giving!

15

Life Insurance!

16

What the Health [Insurance!]?

17

What's an Estate Plan?

18

Social Security: What's In It for Me?

19

Show Me the (Monarch) Money!

20

Becoming a Cash-Flow Pro

21

Navigating Potential Downsides of OBBBA Tax Cuts

22

One Big Beautiful Bill Act: Tax Planning Under the O-Tripple-B

23

A Passiv-ated Take on Investment Planning

24

Soon-to-Be Retiree? How to Get Ready

25

Introducing Christin Hutchcraft, FPQP®!

26

Make Your Windfall a Win!

27

Activate Your EFOF!

28

We Love HSAs!

29

Every Season Is Tax Planning Season!

30

Get Shred-y: Safely Dispose of Your Old Paperwork!

31

Strengthen Your Budget: Get Flexible!

32

Sticking to the Plan

33

Change of Plan!

34

Savings and De-Paws-It 🐾

35

Are 'Windfalls' Ahead for Government Retirees?

36

It's Been a Year!

37

Making Moves

38

ThanksGIVING!

39

What's In a (Legal) Name?

40

Halloween Savings Hacks 👻

41

When “Free” Financial Planning Isn't Exactly Free

42

NSO, ISO, RSA, RSU, and ESPP: All About Equity Compensation

43

Navigating the Financial Impacts of Losing a Loved One

44

Check Out FPFoCo's New Website!

45

Data Breaches & Personal Data Protection

46

Colorado Wildfires: Homeowners Insurance & Planning

47

Intentionality: Plan to Spend!

48

Work It — or Not!

49

How Being Childfree Impacts Your Life and Finances with Dr. Jay of Childfree Wealth®

50

Insuring Your Income

51

FPFoCo Party Minisode! 🥳

52

Underestimating Your Overspending — And the Fix

53

Critical Money Moments & Financial Resets

54

How Come "It's Gotta Be a CFP®"?

55

Dirty Dozen: 2024 Updates!

56

I Forgot! Add This to Your Financial Plan

57

$#!+ Happens!

58

The Dirty Dozen: 12 Tax Scams and Schemes to Avoid

59

Inflation!

60

Relation$hips: Talking to Your Significant Other About Money

61

Household Finances: Making a House a Home 🏡

62

Goals!

63

2024 In Numbers: Savings, Taxes, Retirement, & MORE!

64

New Year, New Cash-Flow Plan

65

Holiday Gifts & Giving: Taxes Edition!

66

ROTH!

67

Year-End Financial & Tax Planning

68

Eek! Spooky Finance & Tax Horror Stories 🎃

69

[Tax] Extension! [Tax] Extension! Hear All About It!

70

Work Perks!

71

Fitness & Finance

72

Money & Tipping: How Much Do You Tip ... and How Much Should You Tip?

73

Let That SINK In!

74

Money In the Bank (EFOF!)

75

Our BIGGEST Money Regrets

76

Windfall!

77

Get a Life [Insurance]!

78

Always Be Planning Your Taxes!

79

Travel!

80

The Spectrum of Risk (It's EVERYWHERE!)

81

Earnings: What You Make — or What You Keep?

82

How to Set — or Reset — Your Retirement Date

83

Tax Season: How to Prepare

84

Introducing Money & Taxes from Bb to XYZ!