About this podcast
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!
299 episodes · Investing
Phil's Tax Hacks
Latest episode5 Financial Frights That Keep Retirees Up at Night
About this podcast
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!
Recent episodes
- Raise It, Lower It, Fix It: The Debate Over Social Security's Newest Wrinkle8 Oct · 15 min
- Is a Roth Conversion Worth It If You’re Close To Retirement?24 Sept · 18 min
- What's Your Number? A Net Worth Reality Check17 Sept · 15 min
- The Honor and the Headache of Being an Executor10 Sept · 17 min
- These 5 Questions Reveal A Lot About Your Financial Plan3 Sept · 16 min
- Retiring on Accident: Ron's Story27 Aug · 16 min
- Financial Documents: What to Keep and Where20 Aug · 15 min
- Could Retire, Doesn't: The Psychology of Staying at Work13 Aug · 14 min
- What Are Your Financial Pain Points?6 Aug · 19 min
- The Pitfalls of Do-It-Yourself Retirement Planning30 Jul · 15 min
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