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)
The Retiree Dilemma: To Sell Or To Rent?
Phil's Tax Hacks
Retirement Planning Fear, Procrastination, and Indecision
Phil's Tax Hacks
Retirement Planning Is Harder Than It Used To Be (Part 2)
Phil's Tax Hacks
Retirement Planning Is Harder Than It Used To Be (Part 1)
Phil's Tax Hacks
Mailbag: Adjusting to Retirement, Company Stock & More
Phil's Tax Hacks
Will The Economy Boom Or Bust In 2024?
Phil's Tax Hacks
Are Your Good Money Habits Holding You Back? (Part 2)
Phil's Tax Hacks
Are Your Good Money Habits Holding You Back? (Part 1)
Phil's Tax Hacks
The U.S. Retirement System On The Global Stage
Phil's Tax Hacks
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
Phil's Tax Hacks
Santa’s Naughty or Nice Investment Guide
Phil's Tax Hacks
Questions You Must Ask Your Financial Advisor
Phil's Tax Hacks
Strategic Planning for Retiree Healthcare
Phil's Tax Hacks
Patience Pays: The Power of Delayed Gratification
Phil's Tax Hacks
Financial Tweaks That Matter: Small Steps, Big Impact (Part 2)
Phil's Tax Hacks
Financial Tweaks That Matter: Small Steps, Big Impact (Part 1)
Phil's Tax Hacks
How To Successfully Climb The Retirement Mountain
Phil's Tax Hacks
End of Year Financial Planning For 2023
Phil's Tax Hacks
Money Mistake You’ll Regret And How To Avoid Them
Phil's Tax Hacks
Understanding Continuing Care Retirement Communities (CCRCS)
Phil's Tax Hacks
Retirement Planning’s “Hidden” Questions
Phil's Tax Hacks
Retirement Planning for High-Net-Worth Individuals
Phil's Tax Hacks
The Universal Truths in Retirement Planning (Part 2)
Phil's Tax Hacks
The Universal Truths in Retirement Planning (Part 1)
Phil's Tax Hacks
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
Phil's Tax Hacks
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
Phil's Tax Hacks
Retirement: Ready Or Not, Here It Comes
Phil's Tax Hacks
Breaking Up is Hard: Navigating the Transition to a New Financial Advisor
Phil's Tax Hacks
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)
Phil's Tax Hacks
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1)
Phil's Tax Hacks
Spotting Problematic Personalities of Rogue Advisors (Part 2)
Phil's Tax Hacks
Spotting Problematic Personalities of Rogue Advisors (Part1)
Phil's Tax Hacks
Countdown Clarity: Timing Your Retirement Preparations
Phil's Tax Hacks
Mastering Retirement Cash Flow: Understanding Income
Phil's Tax Hacks
Bad Money Habits Could Spoil Your Retirement Party
Phil's Tax Hacks
Counterintuitive Advice: Why You Should NOT Invest In A 401(k)
Phil's Tax Hacks
Mastering Retirement Cash Flow: Understanding Changing Expenses (Part 2)
Phil's Tax Hacks
Mastering Retirement Cash Flow: Understanding Changing Expenses (Part 1)
Phil's Tax Hacks
Ep 185: Top Money Mistakes In Retirement (Part 2)
Phil's Tax Hacks
Ep 184: Top Money Mistakes In Retirement (Part 1)
Phil's Tax Hacks
Ep 183: Key Finance Decisions During Major Life Events Like Marriage, Divorce, J...
Phil's Tax Hacks
Ep 182: Unsure, Confident or Certain: Retirement Planning Next Steps
Phil's Tax Hacks
Ep 181: Should You Relocate In Retirement?
Phil's Tax Hacks
Ep 180: Crash Course: The Psychology of Investing in the Wake of Historic Market...
Phil's Tax Hacks
Ep 179: A Comprehensive Dismantling Of 2023’s Top Social Security Myths (Part 2)
Phil's Tax Hacks
Ep 178: A Comprehensive Dismantling Of 2023’s Top Social Security Myths (Part 1)
Phil's Tax Hacks
Ep 177: Fore Your Retirement: What Golf Teaches Us About Financial Planning
Phil's Tax Hacks
Ep 176: Back to the Basics - Retirement Saving Fundamentals
Phil's Tax Hacks
Ep 175: Moving Your Retirement Goalpost - Is It Worth The Risk?
Phil's Tax Hacks
Ep 174: Lessons Learned from the Silicon Valley Bank Collapse
Phil's Tax Hacks