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)
Volunteering: The Best Investment You Might Make In Retirement
Phil's Tax Hacks
A New Proposal Might Cap Your Social Security Payments
Phil's Tax Hacks
The Surprisingly Hard Part of Retirement Nobody Warns You About
Phil's Tax Hacks
What Happens to Your Retirement When Your Income Isn't Predictable?
Phil's Tax Hacks
Life Insurance in Your 50s: Do You Have the Right Kind?
Phil's Tax Hacks
Is AI Coming For Your Retirement?
Phil's Tax Hacks
Tax Mistakes New Retirees Can’t Afford to Make
Phil's Tax Hacks
Selling Your Business for $1M: Is It Enough To Retire?
Phil's Tax Hacks
Retirement Decisions Aren’t All Black & White
Phil's Tax Hacks
Selling an Inherited Home: The Tax Fear That Stops Families
Phil's Tax Hacks
Popular (and Controversial) Financial Advice: Smart or Risky?
Phil's Tax Hacks
Shiny Object Syndrome: What Smart Investors Avoid
Phil's Tax Hacks
Roth or Traditional at 55: Which 401(k) Makes Sense?
Phil's Tax Hacks
Would You Trade $600 a Month to Protect Your Spouse?
Phil's Tax Hacks
What’s Changing in 2026 (And Why It Matters to Your Money)
Phil's Tax Hacks
“Should I Retire Early to Watch My Grandkids?”
Phil's Tax Hacks
I’m 62: Should I File For Social Security Or Wait?
Phil's Tax Hacks
What If I Retire With “Only” $1M?
Phil's Tax Hacks
How 2025 Changed Your Financial Plan: Year In Review
Phil's Tax Hacks
5 Red Flags When Looking for a Financial Advisor
Phil's Tax Hacks
Love, Marriage & Money: The Second (or Third) Time Around
Phil's Tax Hacks
Charitable Giving in Retirement: How to Give and Save on Taxes
Phil's Tax Hacks
Do Your Feelings Belong in Your Financial Plan?
Phil's Tax Hacks
The Truth About Managing Money with Multiple Advisors
Phil's Tax Hacks
Retirement Healthcare Costs Just Jumped Again (2025 Update)
Phil's Tax Hacks
Where Should You Invest $1 Million in Today's Market?
Phil's Tax Hacks
Is It Finally Time to Buy Bonds Again?
Phil's Tax Hacks
Reacting To Unfiltered Retirement Takes from YouTube
Phil's Tax Hacks
The 5 Must-Do’s In Year One of Retirement
Phil's Tax Hacks
The Truth About Downsizing in Retirement
Phil's Tax Hacks
The Hidden Medicare Penalty You Might Be Paying
Phil's Tax Hacks
How to Change Careers at 55 Without Ruining Retirement
Phil's Tax Hacks
Inflation Is Still Wrecking Retirement Confidence
Phil's Tax Hacks
The Real Numbers Behind the Big Beautiful Bill
Phil's Tax Hacks
You’re Not Ready to Retire If This Is All You’ve Done
Phil's Tax Hacks
Not Every Retirement Plan Fits Neatly In A Box
Phil's Tax Hacks
Separate Accounts, Shared Future: Planning Retirement With Separate Finances
Phil's Tax Hacks
What’s Missing from Dave Ramsey’s 9-Step Retirement Plan
Phil's Tax Hacks
Let's Talk about the Big Beautiful Bill (BBB)
Phil's Tax Hacks
Should You Gift Now or Leave a Legacy Later?
Phil's Tax Hacks
Planning for Retirement When You’ll Never Have an Empty Nest
Phil's Tax Hacks
Big Changes - The 4% Rule Gets a Makeover
Phil's Tax Hacks
Let’s Talk Target-Date Funds: Pros and Cons
Phil's Tax Hacks
Key Things For Parents & Grandparents To Teach A New Graduate
Phil's Tax Hacks
5 Ways Wishful Thinking Can Damage Your Retirement
Phil's Tax Hacks
A Market Strategy for Type A Investors: Why Doing Less Might Be Your Best Move
Phil's Tax Hacks
Why The Psychology of Money Says Your Emotions Matter More Than Math
Phil's Tax Hacks
Can Real Estate Boost Your Retirement Plan?
Phil's Tax Hacks
Turn Your Savings Into a Real Retirement Plan
Phil's Tax Hacks
Is 2025 a Bad Time to Retire?
Phil's Tax Hacks