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)
Ep 173: The Incomplete Financial Plan
Phil's Tax Hacks
Ep 172: Top 10 Tax Questions for Retirees in 2023
Phil's Tax Hacks
Ep 171: 5 Beneficiary Mistakes - Are You Accidentally Spoiling Your Retirement P...
Phil's Tax Hacks
Ep 170: 2023 Retirement Preparedness Checklist (#6-10)
Phil's Tax Hacks
Ep 169: 2023 Retirement Preparedness Checklist (#1-5)
Phil's Tax Hacks
Ep 168: Back to Basics - Income Planning
Phil's Tax Hacks
Ep 167: SECURE Act 2.0 – Retirement Changes to Know (Part 2)
Phil's Tax Hacks
Ep 166: SECURE Act 2.0 - RMD & Roth Changes (Part 1)
Phil's Tax Hacks
Ep 165: Top 401(k) Mistakes to Avoid
Phil's Tax Hacks
Ep 164: Dividend-Only Retirement Plans
Phil's Tax Hacks
Ep 163: The Market Outlook for 2023
Phil's Tax Hacks
Ep 162: Will it Take a Miracle to Retire?
Phil's Tax Hacks
Ep 161: Making Smart Decisions During Major Life Events
Phil's Tax Hacks
Ep 160: Should You Follow the 60-40 Rule?
Phil's Tax Hacks
Ep 159: Is the Grass Really Greener on the Other Side?
Phil's Tax Hacks
Ep 158: The Retirement Marathon: Finishing the Race
Phil's Tax Hacks
Ep 157: Common Questions About Taxes in Retirement
Phil's Tax Hacks
Ep 156: What You Need to Know About Forced Retirement
Phil's Tax Hacks
Ep 155: Are Health Savings Accounts ‘Super Roths’?
Phil's Tax Hacks
Ep 154: The ABC’s of Bonds
Phil's Tax Hacks
Ep 153: Fine Print Fiasco
Phil's Tax Hacks
Ep 152: Can’t Get No Satisfaction… Or Can You?
Phil's Tax Hacks
Ep 151: How Money Ads Get Your Attention
Phil's Tax Hacks
Ep 150: Getting Your Financial Decisions Right the First Time
Phil's Tax Hacks
Ep 149: How Procrastination Dooms Your Financial Future
Phil's Tax Hacks
Ep 148: Going Against the Grain
Phil's Tax Hacks
Ep 147: A Deep Dive Into RMDs (Part 2)
Phil's Tax Hacks
Ep 146: A Deep Dive Into RMDs (Part 1)
Phil's Tax Hacks
Ep 145: A Tough Conversation – Retirement and Divorce
Phil's Tax Hacks
Ep 144: Retirement Pop Quiz – Can You Get an A+?
Phil's Tax Hacks
Ep 143: Mailbag - Rates of Return, TSP Investments, and More
Phil's Tax Hacks
Ep 142: Surviving a Bear Market - What Do the Experts Say?
Phil's Tax Hacks
Ep 141: The Enhance Your Retirement Now Act
Phil's Tax Hacks
Ep 140: Investor Beware: Advisor Red Flags
Phil's Tax Hacks
Ep 139: Are You a Risk Taker? Evaluating Your Risk Tolerance Level
Phil's Tax Hacks
Ep 138: Top 10 Financial Debates - Part 2
Phil's Tax Hacks
Ep 137: Top 10 Financial Debates – Part 1
Phil's Tax Hacks
Ep 136: Are These Retirement Statistics Encouraging or Discouraging?
Phil's Tax Hacks
Ep 135: The Secret to Retirement Success
Phil's Tax Hacks
Ep 134: Countdown to Retirement
Phil's Tax Hacks
Ep 133: Can I Retire at 55?
Phil's Tax Hacks
Ep 132: Reasons You SHOULD Get Life Insurance
Phil's Tax Hacks
Ep 131: The Most Important Retirement Birthdays
Phil's Tax Hacks
Ep 130: Common Housing Questions from Retirees
Phil's Tax Hacks
Ep 129: Financial Jargon: Designations and Education
Phil's Tax Hacks
Ep 128: Financial Jargon: Terms & Definitions
Phil's Tax Hacks
Ep 127: Recognizing the Voice of Greed
Phil's Tax Hacks
Ep 126: Guessing in Retirement Planning
Phil's Tax Hacks
Ep 125: Murky Issues in Retirement
Phil's Tax Hacks
Ep 124: State of the Market and Current Inflation
Phil's Tax Hacks