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Phil Putney

Appears on 1 show we index, most recently in 20 episodes below.

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Recent appearances

Showing last 20 episodes
Volunteering: The Best Investment You Might Make In RetirementPhil's Tax HacksApr 23, 202615:08HostA New Proposal Might Cap Your Social Security PaymentsPhil's Tax HacksApr 16, 202616:04HostThe Surprisingly Hard Part of Retirement Nobody Warns You AboutPhil's Tax HacksApr 9, 202615:03HostWhat Happens to Your Retirement When Your Income Isn't Predictable?Phil's Tax HacksApr 2, 202611:51HostLife Insurance in Your 50s: Do You Have the Right Kind?Phil's Tax HacksMar 26, 202614:32HostIs AI Coming For Your Retirement?Phil's Tax HacksMar 12, 202618:09HostTax Mistakes New Retirees Can’t Afford to MakePhil's Tax HacksMar 5, 202616:14HostSelling Your Business for $1M: Is It Enough To Retire?Phil's Tax HacksFeb 26, 202619:23HostRetirement Decisions Aren’t All Black & WhitePhil's Tax HacksFeb 19, 202620:02HostSelling an Inherited Home: The Tax Fear That Stops FamiliesPhil's Tax HacksFeb 12, 202617:20HostPopular (and Controversial) Financial Advice: Smart or Risky?Phil's Tax HacksFeb 5, 202621:01HostShiny Object Syndrome: What Smart Investors AvoidPhil's Tax HacksJan 29, 202615:18HostRoth or Traditional at 55: Which 401(k) Makes Sense?Phil's Tax HacksJan 22, 202615:14HostWould You Trade $600 a Month to Protect Your Spouse?Phil's Tax HacksJan 15, 202615:09HostWhat’s Changing in 2026 (And Why It Matters to Your Money)Phil's Tax HacksJan 8, 202617:09Host“Should I Retire Early to Watch My Grandkids?”Phil's Tax HacksDec 23, 202516:40HostI’m 62: Should I File For Social Security Or Wait?Phil's Tax HacksDec 18, 202513:34HostWhat If I Retire With “Only” $1M?Phil's Tax HacksDec 11, 202516:07HostHow 2025 Changed Your Financial Plan: Year In ReviewPhil's Tax HacksDec 4, 202519:41Host5 Red Flags When Looking for a Financial AdvisorPhil's Tax HacksNov 26, 202515:34Host