Phil's Tax Hacks
Financial, tax and retirement planning guidance from Phil Putney. Each week Phil will talk about the keys to building a sound financial strategy that can survive throughout the ups and downs of the market. We'll have plenty of tax hacks along the way and other retirement facts!
Notable Guests
Episodes (629)
Stop Sacrificing Your Future For Your Adult Kids
Phil's Tax Hacks
Caring for an Aging Parent: Financially Smart or Emotionally Costly?
Phil's Tax Hacks
The HSA Secret: Can You Really Build a Tax-Free Retirement Fund?
Phil's Tax Hacks
Gold Rush 2025: Should You Get In?
Phil's Tax Hacks
Trade War 2.0 - What Could It All Mean
Phil's Tax Hacks
Great Side Gigs for Extra Retirement Income & Fun
Phil's Tax Hacks
Do Smart Investors Really Need a Financial Advisor?
Phil's Tax Hacks
What Do Proposed Tariffs Mean For Your Portfolio?
Phil's Tax Hacks
Is Tech Overweighted? Understanding The Current Market Landscape
Phil's Tax Hacks
The New Retirement: Why Many Are Choosing Work Over Leisure
Phil's Tax Hacks
How Will Trump’s Executive Orders Reshape the Economic Landscape
Phil's Tax Hacks
Social Security Claiming Tips + New Legislation
Phil's Tax Hacks
Retirement Spending Strategies That Could Change Your Life!
Phil's Tax Hacks
Are Future Retirement Worries Harming Your Mental Health TODAY?
Phil's Tax Hacks
How Should You Invest Money That You’ll Need in 3 Years?
Phil's Tax Hacks
What Financial Advisors With Every Investor Knew (Part 3)
Phil's Tax Hacks
What Financial Advisors With Every Investor Knew (Part 2)
Phil's Tax Hacks
Tariffs, Tax Cuts & Immigration: Financial Forecasting For 2025
Phil's Tax Hacks
What Financial Advisors Wish Every Investor Knew (Part 1)
Phil's Tax Hacks
Is Dividend Investing Dead?
Phil's Tax Hacks
How Raising the Social Security Retirement Age Could Impact You
Phil's Tax Hacks
What Makes Financial Planning at AFS Financial Group Unique?
Phil's Tax Hacks
The Tax Proposals of 2024’s Candidates
Phil's Tax Hacks
How Advisors Get Paid And Why It Matters
Phil's Tax Hacks
For Couples, Retirement is a Team Sport
Phil's Tax Hacks
5 Common Retirement Regrets
Phil's Tax Hacks
Target Date Funds: The Good, The Bad, The Ugly
Phil's Tax Hacks
Your Guide To Medicare’s Open Enrollment Period
Phil's Tax Hacks
How Kids and Grandkids Affect Retirement
Phil's Tax Hacks
Understanding Recent Market Volatility and Its Impact on Your Retirement
Phil's Tax Hacks
Could Home Equity Conversion Mortgages Unlock Retirement Wealth?
Phil's Tax Hacks
Avoiding Scandal: Lessons from the James McDonald Fraud Case
Phil's Tax Hacks
The S&P 500 and The Mag 6?
Phil's Tax Hacks
Be Careful Who You Listen To (Getting The Right Financial Advice)
Phil's Tax Hacks
Retirement Planning “Aha” Moments
Phil's Tax Hacks
To Trust Or Not To Trust... Are They Right for You?
Phil's Tax Hacks
Financial Fees - Getting to the Bottom Line
Phil's Tax Hacks
It’s Time To Talk Crypto
Phil's Tax Hacks
All In One Basket? The Risks of Sector Investing
Phil's Tax Hacks
The IRS Gave Us A Gift (Or Did They?)
Phil's Tax Hacks
Long-Term Care and Life Insurance: The Basics You Must Know!
Phil's Tax Hacks
Retiree Health Insurance: The Basics You Must Know!
Phil's Tax Hacks
How Is Technology Redefining Retirement Planning?
Phil's Tax Hacks
The Rise of Retiree Healthcare Costs
Phil's Tax Hacks
Steering Clear of Retirement Stress
Phil's Tax Hacks
Is Retiring at 65 Crazy?
Phil's Tax Hacks
Tax Mistakes to AVOID in 2024 (Part 2)
Phil's Tax Hacks
Tax Mistakes to AVOID in 2024 (Part 1)
Phil's Tax Hacks
Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud
Phil's Tax Hacks
Understanding Annuities: The Good, Bad & Ugly
Phil's Tax Hacks