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 73: Top Tax Tips for Filing in 2021
Phil's Tax Hacks
Ep 72: The GameStop Stock Story
Phil's Tax Hacks
Ep 71: Good News, Bad News in Financial Planning
Phil's Tax Hacks
Ep 70: Know Thyself: How Looking Inward Can Lead To Major Financial Impacts
Phil's Tax Hacks
Ep 69: The Three Qualities of Money
Phil's Tax Hacks
Ep 68: Retirement Statistics That Might Surprise You
Phil's Tax Hacks
Ep 67: Which Retirement Lifestyle Is Right For You?
Phil's Tax Hacks
Ep 66: End-of-Year Financial Planning
Phil's Tax Hacks
Ep 65: What to Know About Biden’s Tax Proposals
Phil's Tax Hacks
Ep 64: Finding the Right Advisor
Phil's Tax Hacks
Ep 63: Don’t Assume the Customer Is Always Right
Phil's Tax Hacks
Ep 62: Is Diversification Just For Suckers?
Phil's Tax Hacks
Ep 61: Would You Pass This Retirement Preparedness Quiz?
Phil's Tax Hacks
Ep 60: Answering Your 401(k) FAQs
Phil's Tax Hacks
Ep 59: Mailbag: Should I Move My Investments To Cash Right Now?
Phil's Tax Hacks
Ep 58: Reframing the Social Security Conversation
Phil's Tax Hacks
Ep 57: Retirement Ready...or Not?
Phil's Tax Hacks
Ep 56: Financial Stuff You Should Know
Phil's Tax Hacks
Ep 55: Hindsight is 20/20 in Financial Planning
Phil's Tax Hacks
Ep 54: Do You Need a Trust?
Phil's Tax Hacks
Ep 53: This One is On The House
Phil's Tax Hacks
Ep 52: Are These Financial Rules Legit?
Phil's Tax Hacks
Ep 51: Simple Mistakes That Could Ruin Retirement
Phil's Tax Hacks
Ep 50: The Financial Risks to Living Longer
Phil's Tax Hacks
Ep 49: Building Your Financial House
Phil's Tax Hacks
Ep 48: Financial Planning Following the Loss of a Spouse
Phil's Tax Hacks
Ep 47: Classic Pre-Retiree Mistakes to Avoid
Phil's Tax Hacks
Ep 46: Survival Guide - Preparing for the Next Market Crash
Phil's Tax Hacks
Ep 45: Investing Like a Genius
Phil's Tax Hacks
Ep 44: Do You Say One Thing Then Do Another?
Phil's Tax Hacks
Ep 43: 4 Financial Pre-Retirement Milestones
Phil's Tax Hacks
Ep 42: Traditional IRA vs. Roth IRA
Phil's Tax Hacks
Ep 41: Should You Follow Dave Ramsey’s Advice?
Phil's Tax Hacks
Ep 40: Critical Retirement Planning Mistakes
Phil's Tax Hacks
Ep 39: Financial Terms You Should Know During A Pandemic
Phil's Tax Hacks
Ep 38: Playing the Financial Crossword Puzzle
Phil's Tax Hacks
Ep 37: Best Intentions But Bad Advice?
Phil's Tax Hacks
Ep 36: Financial Truths You Can Depend On
Phil's Tax Hacks
Ep 35: Should You Take Money Out of Retirement Accounts While It's Penalty-Free?
Phil's Tax Hacks
Ep 34: How to Avoid Getting Lost in the Financial World
Phil's Tax Hacks
Ep 33: Coronavirus Update - CARES Act and Taxes
Phil's Tax Hacks
Ep 32: Preparing for the Stages Leading Up to Retirement
Phil's Tax Hacks
Ep 31: Coronavirus Market Update
Phil's Tax Hacks
Ep 30: What’s Your Desire To Retire?
Phil's Tax Hacks
Ep 29: Considering Your Emotions When Making Financial Decisions
Phil's Tax Hacks
Ep 28: How To Set Realistic Financial & Retirement Goals
Phil's Tax Hacks
Ep 27: Understanding the Pros & Cons of Roth Conversions
Phil's Tax Hacks
Ep 26: Traits Your Advisor Should Have
Phil's Tax Hacks
Ep 25: Will Retirement Age Continue to Rise?
Phil's Tax Hacks
Ep 24: Managing Cash & Debt in Retirement
Phil's Tax Hacks