# Happy Holidays! Looking Back, Looking Ahead

Page: https://stenobird.com/podcast/money-taxes-from-bb-to-xyz-6228444/happy-holidays-looking-back-looking-ahead
Text version: https://stenobird.com/podcast/money-taxes-from-bb-to-xyz-6228444/happy-holidays-looking-back-looking-ahead.md
Podcast: [Money & Taxes from Bb to XYZ](https://stenobird.com/podcast/money-taxes-from-bb-to-xyz-6228444)
Published: 2025-12-25T10:00:00+00:00
Episode link: https://www.financialplanningfortcollins.com//happy-holidays-looking-back-looking-ahead
Audio file: https://episodes.captivate.fm/episode/96c2c88c-0a21-4d8d-82d9-2222368daffd.mp3
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JSON: https://stenobird.com/v1/public/podcasts/money-taxes-from-bb-to-xyz-6228444/episodes/happy-holidays-looking-back-looking-ahead
Duration seconds: 988

## Resource

In this special holiday episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, reflect on a year of growth — both for the podcast and for clients at FPFoCo — while helping listeners prepare for what’s ahead in 2026. They share key milestones from the past year, including client successes, expanded planning services, in-house tax preparation, team education achievements, and charitable giving in Northern Colorado. The conversation then turns toward breaking down important 2026 tax and financial planning updates, such as higher contribution limits for IRAs, 401(k)s, and HSAs, updated Roth IRA income phaseouts, and increased standard deductions. Jason and Regina wrap up with practical guidance on reflecting on financial wins, planning ahead for next year, and revisiting popular past episodes to strengthen your financial strategy. It’s a thoughtful mix of gratitude, perspective, and actionable planning guidance to close out the year and head confidently into the next one. Takeaways Take time to reflect on your financial wins from the past year and identify opportunities to improve in the year ahead. Review updated 2026 contribution limits for IRAs, 401(k)s, and HSAs so you can plan to maximize savings early in the new year. Higher standard deductions and Roth income limits may create new planning opportunities in 2026. Ongoing education, efficient planning, and coordinated tax preparation can make a meaningful difference in financial outcomes. Revisiting foundational financial topics now can help you start the new year with clarity and confidence. Have a tax question for the show? Email podcast@fpfoco.com, and Jason or Regina might answer it in a future episode! New episodes drop every other Thursday — always ad-free and no sub…

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## Transcript

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