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
Ep 47: Classic Pre-Retiree Mistakes to Avoid
As you get closer to retirement, you might be prone to make these mistakes. We’ll talk through the key areas to be aware of so you can make better decisions as…
- Phil's Tax Hacks
Ep 46: Survival Guide - Preparing for the Next Market Crash
What will happen to your portfolio when the market crashes next? Will you be ready or will your plans be wrecked? Let’s run through a list of the lessons we’ve…
- Phil's Tax Hacks
Ep 45: Investing Like a Genius
What can we learn from geniuses? How can we apply those same principles when making investment decisions? On this episode of Phil’s Tax Hacks, we’ll discover…
- Phil's Tax Hacks
Ep 44: Do You Say One Thing Then Do Another?
Are you risk-averse but then find out your portfolio is riskier than you want? Or do you say you want to retire but haven’t really prepared to do so? What…
- Phil's Tax Hacks
Ep 43: 4 Financial Pre-Retirement Milestones
Are you prepared for retirement? Reaching these milestones before you get there will ensure you transition to retirement with ease. Read more and get…
- Phil's Tax Hacks
Ep 42: Traditional IRA vs. Roth IRA
Are you investing in a traditional IRA or a Roth IRA? Which one is better? What pros and cons should you be aware about? Find out on this episode. Read more…
- Phil's Tax Hacks
Ep 41: Should You Follow Dave Ramsey’s Advice?
From the debt snowball to perfectly following his baby steps, what does Phil think of Dave Ramsey’s advice? Is it something you should incorporate into your…
- Phil's Tax Hacks
Ep 40: Critical Retirement Planning Mistakes
What are some of the big critical mistakes that people are prone to make when retirement planning? How can you avoid them? Find out on today’s episode. Read…
- Phil's Tax Hacks
Ep 39: Financial Terms You Should Know During A Pandemic
What do you call what just happened in the market? Do you know what tax loss harvesting is? Should you be rebalancing? Find out in today’s show! Read more and…
- Phil's Tax Hacks
Ep 38: Playing the Financial Crossword Puzzle
When you complete a crossword puzzle, every letter and word needs to be right in order to achieve success. Similarly, a financial plan has a lot of…
- Phil's Tax Hacks
Ep 37: Best Intentions But Bad Advice?
As you try to make the best decisions, you may get a lot of bad advice--even from people with good intentions. How do you know who to listen to? Whose advice…
- Phil's Tax Hacks
Ep 36: Financial Truths You Can Depend On
What financial truths can you depend on to always be true? While some financial statements may be more opinion than fact, these financial truths are ones…
- Phil's Tax Hacks
Ep 35: Should You Take Money Out of Retirement Accounts While It's Penalty-Free?
Due to coronavirus, the CARES Act has outlined several provisions to relieve the financial burden on the economy right now. If you are allowed to take money…
- Phil's Tax Hacks
Ep 34: How to Avoid Getting Lost in the Financial World
Retirement planning and financial goals can be tricky to navigate. Instead of getting lost and going down the wrong path, here’s what to look out for and how…