Sep 17, 2026 · 10 min · 7 segments
In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, introduce the newest member of the FPFoCo team, Kelli Mickley! As the three of them chat…
Speaking of our team growing, with us today we have our brand new ensemble member, Kelli Mickley.
That's never going to go away, though, and our listeners are used to that by now.
But today we get to chat a little bit about Kelly, about her role within the team, how our clients and anyone who is interested in speaking with us could have a chance to also chat with Kelly.
And just get to know her a little bit for who she is and what she enjoys doing in her free time.
So Kelly, why don't you start us off by telling us about your title here at FPFOCO and a little bit about your role.
Speaking of our team growing, with us today we have our brand new ensemble member, Kelli Mickley.
That's never going to go away, though, and our listeners are used to that by now.
But today we get to chat a little bit about Kelly, about her role within the team, how our clients and anyone who is interested in speaking with us could have a chance to also chat with Kelly.
And just get to know her a little bit for who she is and what she enjoys doing in her free time.
So Kelly, why don't you start us off by telling us about your title here at FPFOCO and a little bit about your role.
The rest of this transcript — segmented and speaker-labeled, so you land on the exact moment something was said
Search every transcript — by keyword, by phrase, or by meaning, across every show Radar indexes
Trends — what is surging across podcasts, measured against its own baseline
Alerts — when a name you follow appears in a newly indexed episode
No account is needed to search Radar.