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Phil's Tax Hacks

By Phil PutneyBusiness, Investing, NewsEnglish

New episode weekly, latest 1 day ago, since Aug 2020

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episodes in the feed
299
From the feed Oct 30
on air, since Aug 2020
6 years
From the feed Oct 30

About

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!

From the show's RSS feed.

Episodes 299 episodes in the feed

  1. Don't Wait Until April: Tax Moves Worth Making This Fall

    Episode 34721 min

  2. The Truth About Common Money Decisions

    Episode 34619 min

  3. 5 Financial Frights That Keep Retirees Up at Night

    Episode 34520 min

  4. Raise It, Lower It, Fix It: The Debate Over Social Security's Newest Wrinkle

    Episode 34414 min

  5. Is a Roth Conversion Worth It If You’re Close To Retirement?

    Episode 34317 min

  6. What's Your Number? A Net Worth Reality Check

    Episode 34214 min

  7. The Honor and the Headache of Being an Executor

    Episode 34117 min

  8. These 5 Questions Reveal A Lot About Your Financial Plan

    Episode 34016 min

  9. Retiring on Accident: Ron's Story

    Episode 33916 min

  10. Financial Documents: What to Keep and Where

    Episode 33814 min

Show 40 older episodes

  1. Could Retire, Doesn't: The Psychology of Staying at Work

    Episode 33713 min

  2. What Are Your Financial Pain Points?

    Episode 33618 min

  3. The Pitfalls of Do-It-Yourself Retirement Planning

    Episode 33514 min

  4. The 5 D's of Retirement Planning

    Episode 33418 min

  5. The 4% Rule vs. the 8% Rule: What's the Right Withdrawal Rate for You?

    Episode 33320 min

  6. How Too Much Research Can Work Against You

    Episode 33222 min

  7. 3.7 Million People Watched This Retirement Video — Here's What We Think

    Episode 33118 min

  8. She Didn't Plan to Retire at 62. Here's How It Happened.

    Episode 33018 min

  9. Beach, Budgets, and Balance: What Vacation Planning Really Looks Like in Retirement

    Episode 32919 min

  10. The Pension Choice That Can Make or Break a Survivor Plan

    Episode 32812 min

  11. Am I Ready to Retire in 2026?

    Episode 32719 min

  12. Inside a Great Financial Planning Experience

    Episode 32618 min

  13. Memorial Day Reminder: What Does Real Financial Protection Look Like?

    Episode 32518 min

  14. You've Managed Your Own Money Successfully - Why Would You Need an Advisor Now?

    Episode 32417 min

  15. Volunteering: The Best Investment You Might Make In Retirement

    Episode 32315 min

  16. A New Proposal Might Cap Your Social Security Payments

    Episode 32216 min

  17. The Surprisingly Hard Part of Retirement Nobody Warns You About

    Episode 32115 min

  18. What Happens to Your Retirement When Your Income Isn't Predictable?

    Episode 32011 min

  19. Life Insurance in Your 50s: Do You Have the Right Kind?

    Episode 31914 min

  20. Is AI Coming For Your Retirement?

    Episode 31818 min

  21. Tax Mistakes New Retirees Can’t Afford to Make

    Episode 31716 min

  22. Selling Your Business for $1M: Is It Enough To Retire?

    Episode 31619 min

  23. Retirement Decisions Aren’t All Black & White

    Episode 31520 min

  24. Selling an Inherited Home: The Tax Fear That Stops Families

    Episode 31417 min

  25. Popular (and Controversial) Financial Advice: Smart or Risky?

    Episode 31321 min

  26. Shiny Object Syndrome: What Smart Investors Avoid

    Episode 31215 min

  27. Roth or Traditional at 55: Which 401(k) Makes Sense?

    Episode 31115 min

  28. Would You Trade $600 a Month to Protect Your Spouse?

    Episode 31015 min

  29. What’s Changing in 2026 (And Why It Matters to Your Money)

    Episode 30917 min

  30. “Should I Retire Early to Watch My Grandkids?”

    Episode 30816 min

  31. I’m 62: Should I File For Social Security Or Wait?

    Episode 30713 min

  32. What If I Retire With “Only” $1M?

    Episode 30616 min

  33. How 2025 Changed Your Financial Plan: Year In Review

    Episode 30519 min

  34. 5 Red Flags When Looking for a Financial Advisor

    Episode 30415 min

  35. Love, Marriage & Money: The Second (or Third) Time Around

    Episode 30314 min

  36. Charitable Giving in Retirement: How to Give and Save on Taxes

    Episode 30214 min

  37. Do Your Feelings Belong in Your Financial Plan?

    Episode 30119 min

  38. The Truth About Managing Money with Multiple Advisors

    Episode 30013 min

  39. Retirement Healthcare Costs Just Jumped Again (2025 Update)

    Episode 29915 min

  40. Where Should You Invest $1 Million in Today's Market?

    Episode 29817 min

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