Best FPQP Podcasts (2025)

1
One Big Beautiful Bill Act: Tax Planning Under the O-Tripple-B 14:02

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8h ago14:02

14:02

Riley’s back, and he’s here to chat about the tax implications of the One Big Beautiful Bill Act! On this episode, Riley Thoubboron, CFP®, joins colleagues Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, to review the tax-specific changes that the O-tripple-B brings — and what they could mean for you. Have a money or tax question for us? Send it…

1
A Passiv-ated Take on Investment Planning 18:12

14d ago18:12

18:12

It’s investment planning month for Jason Speciner, CFP®, EA, here at FPFoCo! In this episode, Regina Neenan, CFP®, chats with him about active and passive investment management and gets his take on choosing a more passive style for our clients. Plus, hear about target-date funds, rebalancing, the importance of your risk assessment, and more! Have a…

1
Soon-to-Be Retiree? How to Get Ready 14:37

28d ago14:37

14:37

Financial planning doesn’t end when you stop working! If you’re preparing for retirement, recently retired, or hitting a milestone — like three, five, or 10 years in — it’s probably a good time for a check-up. Where's your money coming from? Where's it going? And what are you doing when you’re no longer working? Wherever you're at in the retirement…

1
Introducing Christin Hutchcraft, FPQP®! 15:43

1M ago15:43

15:43

Introducing the newest member of our team to earn a professional designation! On this episode, Christin Hutchcraft, FPQP®, joins Regina Neenan, CFP®, and Jason Speciner, CFP®, EA, to share her experience in completing the Financial Paraplanner Qualified Professional™ course and earning the credential. From the rigorous education program to how what…

1
The Power of Your No in Retirement Planning Stability 21:42

2M ago21:42

21:42

In this episode, financial advisors and retirement planners Jim Martin & Casey Bibb discuss the importance of setting boundaries and the power of saying no to protect your time, energy, and finances during retirement. We'll highlight key areas where you might need to say no, such as helping adult children beyond your means, avoiding high-risk inves…

1
Everything RMDs - How to Strategize & Plan Well to Retire Happy 21:24

2M ago21:24

21:24

In this episode, financial advisors and retirement planners Jim Martin and Casey Bibb of Martin Wealth Solutions provide a comprehensive overview of Required Minimum Distributions (RMDs). They explain what RMDs are, when they start, how they are calculated, and offer strategies for managing them to avoid surprise tax bills and unnecessary withdrawa…

1
Make Your Windfall a Win! 18:10

2M ago18:10

18:10

What would you do with a windfall? Jason Speciner, CFP®, EA, definitely knows what he would do! Listen in as he and Regina Neenan, CFP®, chat about different types of windfalls. They’ll discuss what you can do if one lands in your lap and how a financial plan could ground you emotionally as you make big decisions and navigate opportunities. Have a …

1
3 Essential Questions to Determine Your Retirement Readiness 18:52

2M ago18:52

18:52

In this episode, financial advisors and retirement planning experts Jim Martin and Casey Bibb from Martin Wealth Solutions discuss the key elements of determining retirement readiness. They highlight the importance of answering three critical questions: Do you know where your retirement paycheck is coming from? Can you handle a market downturn with…

1
The Biggest 4 Retirement Planning Q & A's 21:19

2M ago21:19

21:19

In this episode of the podcast, financial advisors and retirement planners Jim Martin and Casey Bibb from Martin Wealth Solutions address the four most common questions they hear about retirement planning. They discuss how to determine if you have enough to retire, the optimal time to take Social Security, what to do when the market drops, and stra…

1
Activate Your EFOF! 11:57

2M ago11:57

11:57

Put your savings to work for you! Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share why it’s important to have an emergency and future opportunities fund (EFOF) — and why your money should be productive. Plus, if you’re looking for a high-yield savings account where you can keep your EFOF safe and earning interest, check out a few resources …

1
Navigating the Four Stages of Retirement: Strategies for a Thriving Post-Work Life 31:19

2M ago31:19

31:19

In this episode, Jim and Casey discuss the four key stages of retirement: pre-retirement, go-go years, slow-go years, and no-go years. They emphasize the importance of planning for each stage to ensure a fulfilling and stress-free retirement. Topics covered include maximizing 401k contributions, tax planning, debt reduction, coordinating income str…

1
Don’t Let These FIVE Mistakes Derail Your Future Retirement 31:56

3M ago31:56

31:56

In this episode, financial advisors and retirement planners Jim Martin and Casey Bibb discuss the top five common retirement mistakes that can derail your plans. They cover poor tax planning, claiming social security too early, ignoring taxes in retirement, taking on the wrong amount of investment risk, and overlooking healthcare and long-term care…

1
We Love HSAs! 14:44

3M ago14:44

14:44

We love HSAs! Learn why Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, are big fans of health savings accounts, how they differ from flexible spending accounts, and how you can make the most of your HSA. Plus, check out our blog on how to build your savings hierarchy based on your specific financial situation to learn where your HSA fits in! Ha…

1
Questions to Find the Right Advisor 27:22

3M ago27:22

27:22

In this episode, financial advisors Jim Martin and Casey Bibb of Martin Wealth Solutions delve into the importance of selecting the right financial advisor to help you plan your retirement. We break down the key questions to ask and the traits to look for in an advisor, emphasizing the importance of finding someone who is planning-focused, a fiduci…

1
Every Season Is Tax Planning Season! 15:45

3M ago15:45

15:45

The end of tax season is the perfect time to do some tax planning! Join Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, as they talk about using your refund or balance due to inform the current tax year, reviewing and updating your W-4, avoiding penalties by making quarterly estimated tax payments, and so much more. Beginning just after tax seas…

1
Planning Your Retirement Move: Taxes, Healthcare, & Community 22:06

3M ago22:06

22:06

In today's episode, financial advisors and retirement planners Jim Martin & Casey Bibb discuss the essential steps to prepare for relocating to another state in retirement. They cover key considerations including financial assessment, healthcare and insurance implications, legal and estate planning, and integrating into a new community. They emphas…

1
The Tax Smart Retiree: Tips to Keep More of Your Money in Retirement 25:47

4M ago25:47

25:47

In today's episode, financial advisors and retirement planners Jim Martin & Casey Bibb explore how taxes can be a major expense in retirement and discuss strategies to potentially lower your tax bill. We cover tax pitfalls and methods used by wealthy individuals to pay less in taxes, including Roth conversions, tax-efficient withdrawal plans, Quali…

1
Get Shred-y: Safely Dispose of Your Old Paperwork! 14:40

4M ago14:40

14:40

Are you holding onto old paperwork that shows your personal information? From junk mail to outdated insurance cards and old tax returns, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, let you know why it’s important to shred old and unnecessary documents. Learn what to keep, how to store it, and why to shred what you don't need to protect your …

1
Retire Smart: The Bucket Approach 28:59

4M ago28:59

28:59

In this episode, financial advisors and retirement planners Jim Martin and Casey Bibb of Martin Wealth Solutions discuss effective strategies to help you invest wisely and sleep easy during market volatility. They introduce the 'Bucket Strategy' to manage short-term, medium-term, and long-term investments, and explore how this can ensure a stress-f…

1
Breaking the Myth: Why 'Never Touch Your Roth IRA' Is Wrong 21:21

4M ago21:21

21:21

Ever heard the advice "never touch your Roth IRA"? In this episode, Jim Martin and Casey from Martin Wealth Solutions unpack the truth behind that common piece of wisdom. They’ll guide you through the pros and cons of Roth IRAs, discuss why the financial industry typically warns against withdrawals, and highlight specific situations when tapping in…

1
Strengthen Your Budget: Get Flexible! 11:35

4M ago11:35

11:35

Tariffs and tariff threats and retaliatory tariffs oh my! Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share how you can adjust your budget for regular inflation, tariffs, and anything else that might come your way throughout the rest of this year and beyond. Hear how you can divide your budget into fixed, non-monthly, and flexible portions t…

1
Retiring Without Retiring: What are Hybrid & Mini Retirements? 23:32

4M ago23:32

23:32

In this episode, financial advisors Jim Martin and Casey Bibb from Martin Wealth Solutions discuss the emerging trends of hybrid and mini retirements. They explain how many people are now opting to work fewer hours as they age, gradually easing into retirement, or taking extended breaks during their careers for personal fulfillment. The hosts outli…

1
Avoid These FIVE Retirement Planning Regrets 24:45

5M ago24:45

24:45

In this episode, financial advisors and retirement planners Jim Martin & Casey Bibb discuss the top five regrets of retirees and provide actionable steps to avoid them. Topics include the importance of saving enough, the implications of claiming Social Security early, the risks of retiring with too much debt, the consequences of retiring prematurel…

1
Sticking to the Plan 12:54

5M ago12:54

12:54

Market volatility or economic concerns getting to you? Stick to the plan! Jason Speciner, CFP®, EA, talks with Regina Neenan, CFP®, about how he builds investment portfolios that are designed to include and manage downside risk. Learn what that means and when you should actually make a meaningful change to your portfolio — and your plan — in uncert…

1
Will Trump wreck YOUR retirement? 31:29

5M ago31:29

31:29

In this episode, financial advisors Jim Martin & Casey Bibb discuss how a change in U.S. presidency, specifically under Donald Trump, could impact the stock market and retirement planning. They delve into topics such as the potential extension of the Trump tax cuts and its effects on retirees, the implications of deregulation, concerns about Social…

1
Don't Give In To Knee-Jerk Investing 27:35

5M ago27:35

27:35

In this episode, financial advisors Jim Martin & Casey Bibb explore the concept of behavioral finance, focusing on how psychological factors like emotions, biases, and cognitive distortions impact our financial decisions. We discuss strategies to gain control over finances and ensure smart investment choices for retirement. Topics include diversify…

1
4 Things You Can Do with That Old 401K 23:28

5M ago23:28

23:28

In this episode, financial advisors Jim Martin and Casey Bibb discuss the various options available for handling an old 401(k) from a previous job. They explore the pros and cons of leaving it with the old employer, rolling it into a new employer's plan, cashing it out, and moving it into a traditional IRA. The episode also touches on the implicati…

1
Financial Advisors Discuss: Top 5 Retirement Planning Mistakes 27:44

5M ago27:44

27:44

In this episode, we discuss the top five retirement mistakes and how to avoid them, with expert insights from financial advisors Jim Martin & Casey Bibb. Topics include claiming Social Security too early, the importance of a withdrawal strategy, underestimating inflation and healthcare costs, balancing investment strategies, and planning for taxes …

1
Change of Plan! 14:36

6M ago14:36

14:36

Ready to refresh your financial plan? Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share instances when it makes sense to do just that. From starting your independent financial life to marriage, a new job, relocation, having children, retirement, and so many more critical life moments, they discuss the perfect opportunities for your financial…

1
Why You Should Emphasize Planning for a Secure Retirement 33:29

6M ago33:29

33:29

In this episode your hosts and financial planners Jim Martin & Casey Bibb dive into the importance of creating a financial plan for a secure retirement. They discuss common misconceptions about financial planning, the 3 key elements needed for a robust financial plan, and how such plans can provide peace of mind and permission to enjoy one's retire…

1
Financial Advisors Discuss: Do You REALLY Need 1 Million to Retire? 27:32

6M ago27:32

27:32

In this episode, financial advisors Jim Martin & Casey Bibb tackle the pervasive myth that you need a million dollars to retire comfortably. We discuss a USA Today article that lists the states where you supposedly need a million dollars to retire, and our special guest Casey Bibb shares insights on why this figure might not apply to everyone. We h…

1
Savings and De-Paws-It 🐾 20:49

6M ago20:49

20:49

Christin Hutchcraft has a new furry family member! Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, hear Christin's story of teaching her son financial responsibility as he planned and worked hard to save for a dog. You’ll hear about the tasks he completed to earn money, how he thought outside the box as he prepared to adopt, and the responsibili…

1
Target Date Funds and Planning for the Unthinkable 26:10

6M ago26:10

26:10

In this episode, financial advisors Jim Martin and Casey Bibb explore the fundamentals of target date funds, a common investment vehicle found in 401ks. They discuss the advantages and disadvantages of these funds, including their automatic risk adjustment over time and their potential drawbacks related to individual risk tolerance and concentratio…

1
The Unplanned Retirement: How to Adapt and Thrive 29:34

6M ago29:34

29:34

In this podcast episode, financial advisors Jim Martin and Casey Bibb discuss the frequent occurrence of unexpected early retirements due to layoffs, health issues, and other factors. They share strategies on how to prepare financially for such events, emphasizing the importance of emergency funds, debt reduction, health planning, and having a robu…

1
Are 'Windfalls' Ahead for Government Retirees? 12:15

7M ago12:15

12:15

With President Biden having eliminated the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) via the Social Security Fairness Act, some government retirees will soon receive higher Social Security benefits. On today’s episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, will discuss what this means for government retir…

1
Do you have an IRA Tax Time Bomb? 26:57

7M ago26:57

26:57

In this episode, financial advisors Jim Martin and Casey Bibb delve into Ed Slott's new book and the concept of the 'ticking tax time bomb' within IRAs. They discuss the impact of required minimum distributions (RMDs) on retirees' tax liabilities and emphasize the importance of proactive tax planning. The show also covers the effects of interest ra…

1
Write Down Your 2025 Financial Resolutions 32:23

7M ago32:23

32:23

Join financial advisors Jim Martin and Casey Bibb as they kick off 2025 discussing rapid passage of time, new year's resolutions, and essential financial planning topics. The episode covers top financial resolutions such as reassessing retirement plans, maximizing tax-efficient strategies, building emergency funds, optimizing social security and Me…

1
It's Been a Year! 10:27

7M ago10:27

10:27

The New Year is almost here! On today’s episode, we’re all in! Join the full team as Jason Speciner, CFP®, EA, Regina Neenan, CFP®, Riley Thoubboron, CFP®, and Christin Hutchcraft chat FPFoCo’s year in review. We’ll celebrate our clients’ and our firm’s successes in numbers from our implementation credit to continuing education hours and SEC regist…

1
When should you downsize and declutter your life? 15:37

7M ago15:37

15:37

In this episode, financial advisor Jim Martin discusses the common trend of downsizing homes as we approach retirement. He shares insights from a recent client meeting about simplifying life and emphasizes the financial and emotional aspects of moving to a smaller home. Jim outlines practical steps for decluttering and making the transition smoothe…

1
Direct Primary Care - The future of Health Care 33:53

7M ago33:53

33:53

Exploring the Benefits of Direct Primary Care and Managing Retirement Finances Hosts Jim Martin and Casey Bibb discuss the concept of Direct Primary Care (DPC) and its advantages over traditional healthcare models. They share personal experiences highlighting the system's efficiency and the significance of the doctor-patient relationship. The episo…

1
Making Moves 18:33

7M ago18:33

18:33

Ready to make a move? A relocation, that is! On today’s episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, have a special guest: Their FPFoCo colleague, Riley Thoubboron, CFP®! Riley just moved over 1,000 miles from Boulder, CO, to Bend, OR, and he’s here to tell us all about it, from financial to tax and personal aspects of the decision a…

1
Taming Emotional Investing 23:28

8M ago23:28

23:28

In this episode, Jim Martin, founder of Martin Wealth Solutions, and co-host Casey Bibb explore the concept of 'animal spirits' and how emotions influence investment decisions. They discuss the impact of current events on market perceptions and the importance of long-term investment strategies. The hosts also delve into the rising trend of young ad…

1
Your year end financial checklist! 15:56

8M ago15:56

15:56

In this episode, financial advisor Jim Martin shares insights from his recent trip to Iceland and turns it into a valuable discussion on year-end financial planning. He covers key topics such as maximizing contributions to 401(k) and 403(b) accounts, evaluating and updating your emergency fund, ensuring timely Required Minimum Distributions (RMDs) …

1
ThanksGIVING! 19:26

8M ago19:26

19:26

Happy Thanksgiving! On this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, are celebrating gratitude and giving — of the charitable type, that is! We’ll explore local shopping, charitable donations, and the tax deductions associated with some types of giving. Plus, check out Jason’s favorite green bean casserole or the vegan version Re…

1
Should I invest in a Financial Freedom account? 15:02

8M ago15:02

15:02

In this episode, Jim Martin, founder of Martin Wealth Solutions and financial advisor, discusses various strategies and accounts to achieve financial independence and enjoy retirement. He explains the benefits and drawbacks of traditional retirement accounts like 401(k)s and IRAs, as well as Roth accounts. Jim introduces the concept of a 'financial…

1
Should you invest in the 60/40 portfolio? 21:20

8M ago21:20

21:20

In this episode, Jim Martin and Casey Bibb discuss the viability of the traditional 60/40 investment portfolio in today's financial landscape. They cover recent IRS updates on contribution limits, insights on interest rates, and the impact of inflation on retirement funds. Additionally, they delve into the latest job report, Federal Reserve rate cu…

1
What's In a (Legal) Name? 14:49

8M ago14:49

14:49

Do you know what your legal name is? Are you sure — and have you been using it properly? In this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, will tell you where you can find it — and how you can properly update yours if you’ve used a variation of your legal name for anything official along the way. Plus, we’ll touch on the variety o…

1
Should you use ChatGPT to choose your investments? 15:28

9M ago15:28

15:28

In this episode, financial advisor Jim Martin reflects on childhood memories and discusses the evolving role of artificial intelligence in various facets of life, particularly in wealth management. He highlights a recent interview where he talked about how AI is impacting the financial services industry and its potential benefits and risks. Martin …

1
A looming retirement crisis and how to avoid it. 29:16

9M ago29:16

29:16

In this episode of the podcast, host Jim Martin is joined by all-star advisor Casey Bibb for a discussion on eye-opening and somewhat frightening statistics concerning retirement savings, recorded right before Halloween but released after. The conversation delves into how many workers have under $200,000 saved for retirement and the looming fears m…

1
Halloween Savings Hacks 👻 14:50

9M ago14:50

14:50

Happy Halloween! In honor of the holiday, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, are sharing some of their holiday savings hacks. While their spending recently focused on spooky-themed items, you can use these tricks to treat yourself year-round. Listen in for easy ways to save from simple coupons to rewards that may be hidden in your h…