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 (648)
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
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