Why Reset Your Budget in February?

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

Opublikowano: 2026-02-05

In this episode of Money and Taxes from Bb to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, explain why February — not January — is the ideal time to reset your budget and cash-flow plan. With holiday spending behind you and a clearer picture of your real monthly expenses available from January, February offers the opportunity to make meaningful, realistic adjustments early enough to influence the rest of the year. The conversation covers practical steps like reviewing subscriptions, right-sizing recurring expenses, planning for large upcoming purchases, as well as aligning savings with short- and long-term goals. Regina and Jason a...