Shows / Phil's Tax Hacks
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!
Episodes
- Phil's Tax Hacks
Don't Wait Until April: Tax Moves Worth Making This Fall
Most people don't think about taxes until they're sitting down to file, and by then, most of the best opportunities are gone. The moves that actually lower…
- Phil's Tax Hacks
The Truth About Common Money Decisions
Some financial decisions look complicated and turn out to be pretty simple. Others look simple and are anything but. Today, Phil’s taking a list of common…
- Phil's Tax Hacks
5 Financial Frights That Keep Retirees Up at Night
It's spooky season. And while most people are thinking about haunted houses and horror movies, a lot of pre-retirees have scarier things on their minds…
- Phil's Tax Hacks
Raise It, Lower It, Fix It: The Debate Over Social Security's Newest Wrinkle
A new bill in Congress would let some workers claim full Social Security benefits at 60, seven years earlier than today’s rules stipulate. That's a big…
- Phil's Tax Hacks
Is a Roth Conversion Worth It If You’re Close To Retirement?
"I'm 60, probably retiring in 5-6 years, and I just learned about Roth conversions. Is this something I should be doing?" This is a listener question we hear a…
- Phil's Tax Hacks
What's Your Number? A Net Worth Reality Check
Some people place a lot of emphasis on their net worth. Other people never think about it at all. Today, Phil talks about how to calculate it, how you stack up…
- Phil's Tax Hacks
The Honor and the Headache of Being an Executor
Being named the executor of someone's will can feel like an honor. It can also feel like a lot of pressure. It's more than handing out inheritances. It's…
- Phil's Tax Hacks
These 5 Questions Reveal A Lot About Your Financial Plan
Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV Book an appointment with Phil…
- Phil's Tax Hacks
Retiring on Accident: Ron's Story
Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV Book an appointment with Phil…
- Phil's Tax Hacks
Financial Documents: What to Keep and Where
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- Phil's Tax Hacks
Could Retire, Doesn't: The Psychology of Staying at Work
More people in their 60s and 70s are staying on the job than ever before, and it's not always about the money. Today, Phil digs into the real reasons retirees…
- Phil's Tax Hacks
What Are Your Financial Pain Points?
When it comes to financial planning, everybody has something that bothers them. Today, Phil’s walking through some of the most common pain points we see and…
- Phil's Tax Hacks
The Pitfalls of Do-It-Yourself Retirement Planning
Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV Book an appointment with Phil…
- Phil's Tax Hacks
The 5 D's of Retirement Planning
According to a recent Kiplinger article, there are five keys to a retirement plan that hold up over time. They all happen to start with the same letter, which…
- Phil's Tax Hacks
The 4% Rule vs. the 8% Rule: What's the Right Withdrawal Rate for You?
Dave Ramsey has built one of the most recognized brands in personal finance. Millions of people have followed his advice out of debt and into savings. But when…
- Phil's Tax Hacks
How Too Much Research Can Work Against You
Financial information has never been more available — TV, podcasts, YouTube, Reddit, and now AI that will answer any question in about three seconds. And yet…
- Phil's Tax Hacks
3.7 Million People Watched This Retirement Video — Here's What We Think
Over the past year, one retirement video on YouTube pulled in 3.7 million views. The title: "Sell These 5 Things Before You Retire." We thought it was worth a…
- Phil's Tax Hacks
She Didn't Plan to Retire at 62. Here's How It Happened.
What happens when retirement arrives sooner than expected? In this episode, Phil and Marc walk through the real-life scenario of “Fran,” a former teacher whose…
- Phil's Tax Hacks
Beach, Budgets, and Balance: What Vacation Planning Really Looks Like in Retirement
Summer's here. And somewhere between the excitement of planning a big trip and the anxiety of what it costs, a lot of retirees end up doing something that…
- Phil's Tax Hacks
The Pension Choice That Can Make or Break a Survivor Plan
A larger pension check today can look incredibly tempting, but what happens if your spouse outlives you? Phil breaks down one of the biggest pension decisions…
- Phil's Tax Hacks
Am I Ready to Retire in 2026?
Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV Book an appointment with Phil…
- Phil's Tax Hacks
Inside a Great Financial Planning Experience
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- Phil's Tax Hacks
Memorial Day Reminder: What Does Real Financial Protection Look Like?
Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV Book an appointment with Phil…
- Phil's Tax Hacks
You've Managed Your Own Money Successfully - Why Would You Need an Advisor Now?
You’ve done a great job managing your money, so why change anything now? That’s the question Phil’s tackling in this episode. As retirement approaches…
- Phil's Tax Hacks
Volunteering: The Best Investment You Might Make In Retirement
In honor of National Volunteer Week (April 19-25), Phil talks about why volunteering is an important part of life, especially in retirement. Retirement isn’t…
- Phil's Tax Hacks
A New Proposal Might Cap Your Social Security Payments
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- Phil's Tax Hacks
The Surprisingly Hard Part of Retirement Nobody Warns You About
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- Phil's Tax Hacks
What Happens to Your Retirement When Your Income Isn't Predictable?
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- Phil's Tax Hacks
Life Insurance in Your 50s: Do You Have the Right Kind?
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- Phil's Tax Hacks
Is AI Coming For Your Retirement?
Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV Book an appointment with Phil…
- Phil's Tax Hacks
Tax Mistakes New Retirees Can’t Afford to Make
Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment Nobody likes tax season, but…
- Phil's Tax Hacks
Selling Your Business for $1M: Is It Enough To Retire?
Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment For many business owners, the…
- Phil's Tax Hacks
Retirement Decisions Aren’t All Black & White
Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment Financial media loves simple…
- Phil's Tax Hacks
Selling an Inherited Home: The Tax Fear That Stops Families
Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment Inheriting a home often…
- Phil's Tax Hacks
Popular (and Controversial) Financial Advice: Smart or Risky?
Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment Big-name financial…
- Phil's Tax Hacks
Shiny Object Syndrome: What Smart Investors Avoid
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- Phil's Tax Hacks
Roth or Traditional at 55: Which 401(k) Makes Sense?
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- Phil's Tax Hacks
Would You Trade $600 a Month to Protect Your Spouse?
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- Phil's Tax Hacks
What’s Changing in 2026 (And Why It Matters to Your Money)
A new year doesn’t just bring new headlines, it brings new rules that can quietly impact your money. Phil walks through the most important financial changes…
- Phil's Tax Hacks
“Should I Retire Early to Watch My Grandkids?”
Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV Book an appointment with Phil…
- Phil's Tax Hacks
I’m 62: Should I File For Social Security Or Wait?
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- Phil's Tax Hacks
What If I Retire With “Only” $1M?
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- Phil's Tax Hacks
How 2025 Changed Your Financial Plan: Year In Review
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- Phil's Tax Hacks
5 Red Flags When Looking for a Financial Advisor
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- Phil's Tax Hacks
Love, Marriage & Money: The Second (or Third) Time Around
Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV Book an appointment with Phil…
- Phil's Tax Hacks
Charitable Giving in Retirement: How to Give and Save on Taxes
Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment Giving Tuesday (Dec 2, 2025)…
- Phil's Tax Hacks
Do Your Feelings Belong in Your Financial Plan?
Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment Most people think financial…
- Phil's Tax Hacks
The Truth About Managing Money with Multiple Advisors
Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment Some people believe having…
- Phil's Tax Hacks
Retirement Healthcare Costs Just Jumped Again (2025 Update)
Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment Health care costs are rising…
- Phil's Tax Hacks
Where Should You Invest $1 Million in Today's Market?
Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment If you suddenly had a million…
- Phil's Tax Hacks
Is It Finally Time to Buy Bonds Again?
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- Phil's Tax Hacks
Reacting To Unfiltered Retirement Takes from YouTube
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- Phil's Tax Hacks
The 5 Must-Do’s In Year One of Retirement
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- Phil's Tax Hacks
The Truth About Downsizing in Retirement
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- Phil's Tax Hacks
The Hidden Medicare Penalty You Might Be Paying
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- Phil's Tax Hacks
How to Change Careers at 55 Without Ruining Retirement
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- Phil's Tax Hacks
Inflation Is Still Wrecking Retirement Confidence
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- Phil's Tax Hacks
The Real Numbers Behind the Big Beautiful Bill
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- Phil's Tax Hacks
You’re Not Ready to Retire If This Is All You’ve Done
You’ve spent decades building your investment accounts, monitoring the markets, and contributing to your 401(k). That’s great. But here’s the truth: you’re not…
- Phil's Tax Hacks
Not Every Retirement Plan Fits Neatly In A Box
Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment No two retirements look the…