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I Forgot! Add This to Your Financial Plan
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Have you forgotten to add something to your financial plan? From left-out EFOFs to missed cars and forgotten “now” goals, we’ve seen it all. In this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share some of the common items that clients have unintentionally left out from — and then added to — their financial plans.
Have a money or tax question for us? Send it to podcast@fpfoco.com, 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.
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Jason Speciner and Regina Neenan are investment advisor representatives of Financial Planning Fort Collins, 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.
© 2024 Financial Planning Fort Collins
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