Your Digital Safe Deposit Box

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

Opublikowano: 2026-04-16

In this episode of Money and Taxes from Bb to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, explore the idea of a digital safe deposit box: a secure, organized system for storing important personal, financial, and estate-related information in digital form. They explain the difference between physical originals that still need to be protected offline and the digital copies that can make life much easier for you and your loved ones. The conversation covers what to include, where to store it, and how tools like password managers, cloud storage, and legacy contact features can help create a p...