New Year, New You, Fresh Plan!

Podcast: Money & Taxes from Bb to XYZ · Financial Planning Fort Collins

Opublikowano: 2026-01-08

In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, kick off the new year by exploring why January often feels like the perfect time for a fresh financial start — but isn't the only right time to revisit your plan. They discuss the difference between building a brand-new financial plan, doing a full plan refresh, and simply "polishing" specific areas like cash flow, investments, or taxes. The conversation highlights common life and financial changes that signal it may be time for an update, such as salary increases, shifting goals, or la...