Introducing Riley Thoubboron, TPCP®!

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

Opublikowano: 2026-10-29

In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, welcome FPFoCo Financial Planning Specialist Riley Thoubboron back to the show. Riley recently earned his Tax Planning Certified Professional® (TPCP®) designation from the American College of Financial Services. Hear Riley share what inspired him to pursue the certification, how his expanded expertise will benefit clients, and why ongoing education is essential in an ever-changing financial landscape. The conversation explores tax-efficient retirement strategies, including Roth conversions, asset location, and managing retirement distributions. With year-end tax planning just around the corner, Riley...