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!...more
Phil Putney
All Episodes (200)
From new to old
From new to old
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1. The Rise of Retiree Healthcare Costs
Apr 26,2024 14:36 -
2. Steering Clear of Retirement Stress
Apr 18,2024 15:34 -
3. Is Retiring at 65 Crazy?
Apr 11,2024 16:37 -
4. Tax Mistakes to AVOID in 2024 (Part 2)
Apr 04,2024 14:36 -
5. Tax Mistakes to AVOID in 2024 (Part 1)
Mar 28,2024 13:54 -
7. Understanding Annuities: The Good, Bad & Ugly
Mar 14,2024 21:10 -
8. The Retiree Dilemma: To Sell Or To Rent?
Mar 07,2024 16:29 -
9. Retirement Planning Fear, Procrastination, and Indecision
Feb 29,2024 11:28 -
10. Retirement Planning Is Harder Than It Used To Be (Part 2)
Feb 22,2024 23:52 -
11. Retirement Planning Is Harder Than It Used To Be (Part 1)
Feb 15,2024 21:00 -
12. Mailbag: Adjusting to Retirement, Company Stock & More
Feb 08,2024 19:32 -
13. Will The Economy Boom Or Bust In 2024?
Feb 01,2024 20:43 -
14. Are Your Good Money Habits Holding You Back? (Part 2)
Jan 25,2024 22:51 -
15. Are Your Good Money Habits Holding You Back? (Part 1)
Jan 18,2024 23:43 -
16. The U.S. Retirement System On The Global Stage
Jan 11,2024 28:15 -
17. With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
Jan 04,2024 24:48 -
18. Santa’s Naughty or Nice Investment Guide
Dec 21,2023 22:13 -
19. Questions You Must Ask Your Financial Advisor
Dec 14,2023 23:51 -
20. Strategic Planning for Retiree Healthcare
Dec 07,2023 24:11 -
21. Patience Pays: The Power of Delayed Gratification
Nov 30,2023 21:56 -
22. Financial Tweaks That Matter: Small Steps, Big Impact (Part 2)
Nov 21,2023 22:34 -
23. Financial Tweaks That Matter: Small Steps, Big Impact (Part 1)
Nov 16,2023 20:25 -
24. How To Successfully Climb The Retirement Mountain
Nov 09,2023 21:57 -
25. End of Year Financial Planning For 2023
Nov 02,2023 27:17 -
26. Money Mistake You’ll Regret And How To Avoid Them
Oct 26,2023 20:46 -
27. Understanding Continuing Care Retirement Communities (CCRCS)
Oct 19,2023 24:31 -
28. Retirement Planning’s “Hidden” Questions
Oct 12,2023 20:55 -
29. Retirement Planning for High-Net-Worth Individuals
Oct 05,2023 19:45 -
30. The Universal Truths in Retirement Planning (Part 2)
Sep 28,2023 23:11 -
31. The Universal Truths in Retirement Planning (Part 1)
Sep 21,2023 20:39 -
33. Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
Sep 07,2023 21:38 -
34. Retirement: Ready Or Not, Here It Comes
Aug 31,2023 17:02 -
38. Spotting Problematic Personalities of Rogue Advisors (Part 2)
Aug 03,2023 21:41 -
39. Spotting Problematic Personalities of Rogue Advisors (Part1)
Jul 27,2023 20:15 -
40. Countdown Clarity: Timing Your Retirement Preparations
Jul 20,2023 18:50 -
41. Mastering Retirement Cash Flow: Understanding Income
Jul 13,2023 18:12 -
42. Bad Money Habits Could Spoil Your Retirement Party
Jun 29,2023 20:13 -
43. Counterintuitive Advice: Why You Should NOT Invest In A 401(k)
Jun 22,2023 17:12 -
46. Ep 185: Top Money Mistakes In Retirement (Part 2)
Jun 01,2023 24:12 -
47. Ep 184: Top Money Mistakes In Retirement (Part 1)
May 25,2023 20:58 -
49. Ep 182: Unsure, Confident or Certain: Retirement Planning Next Steps
May 11,2023 17:42 -
50. Ep 181: Should You Relocate In Retirement?
May 04,2023 17:06 -
55. Ep 176: Back to the Basics - Retirement Saving Fundamentals
Mar 30,2023 26:05 -
56. Ep 175: Moving Your Retirement Goalpost - Is It Worth The Risk?
Mar 23,2023 17:45 -
57. Ep 174: Lessons Learned from the Silicon Valley Bank Collapse
Mar 16,2023 17:48 -
58. Ep 173: The Incomplete Financial Plan
Mar 09,2023 17:54 -
59. Ep 172: Top 10 Tax Questions for Retirees in 2023
Mar 02,2023 17:30 -
61. Ep 170: 2023 Retirement Preparedness Checklist (#6-10)
Feb 09,2023 23:32 -
62. Ep 169: 2023 Retirement Preparedness Checklist (#1-5)
Feb 02,2023 17:02 -
63. Ep 168: Back to Basics - Income Planning
Jan 26,2023 13:19 -
64. Ep 167: SECURE Act 2.0 – Retirement Changes to Know (Part 2)
Jan 19,2023 20:34 -
65. Ep 166: SECURE Act 2.0 - RMD & Roth Changes (Part 1)
Jan 12,2023 19:50 -
66. Ep 165: Top 401(k) Mistakes to Avoid
Jan 05,2023 17:38 -
67. Ep 164: Dividend-Only Retirement Plans
Dec 21,2022 16:56 -
68. Ep 163: The Market Outlook for 2023
Dec 15,2022 16:36 -
69. Ep 162: Will it Take a Miracle to Retire?
Dec 08,2022 19:01 -
70. Ep 161: Making Smart Decisions During Major Life Events
Dec 01,2022 19:18 -
71. Ep 160: Should You Follow the 60-40 Rule?
Nov 22,2022 17:06 -
72. Ep 159: Is the Grass Really Greener on the Other Side?
Nov 17,2022 15:58 -
73. Ep 158: The Retirement Marathon: Finishing the Race
Nov 10,2022 18:42 -
74. Ep 157: Common Questions About Taxes in Retirement
Nov 03,2022 19:00 -
75. Ep 156: What You Need to Know About Forced Retirement
Oct 27,2022 19:39 -
76. Ep 155: Are Health Savings Accounts ‘Super Roths’?
Oct 20,2022 21:03 -
77. Ep 154: The ABC’s of Bonds
Oct 13,2022 16:27 -
78. Ep 153: Fine Print Fiasco
Oct 06,2022 18:22 -
79. Ep 152: Can’t Get No Satisfaction… Or Can You?
Sep 29,2022 20:34 -
80. Ep 151: How Money Ads Get Your Attention
Sep 22,2022 18:34 -
81. Ep 150: Getting Your Financial Decisions Right the First Time
Sep 15,2022 20:25 -
82. Ep 149: How Procrastination Dooms Your Financial Future
Sep 08,2022 25:22 -
83. Ep 148: Going Against the Grain
Aug 25,2022 21:35 -
84. Ep 147: A Deep Dive Into RMDs (Part 2)
Aug 18,2022 22:42 -
85. Ep 146: A Deep Dive Into RMDs (Part 1)
Aug 11,2022 23:37 -
86. Ep 145: A Tough Conversation – Retirement and Divorce
Aug 04,2022 20:26 -
87. Ep 144: Retirement Pop Quiz – Can You Get an A+?
Jul 28,2022 20:21 -
88. Ep 143: Mailbag - Rates of Return, TSP Investments, and More
Jul 21,2022 23:17 -
89. Ep 142: Surviving a Bear Market - What Do the Experts Say?
Jul 14,2022 22:08 -
90. Ep 141: The Enhance Your Retirement Now Act
Jul 07,2022 15:50 -
91. Ep 140: Investor Beware: Advisor Red Flags
Jun 23,2022 24:27 -
92. Ep 139: Are You a Risk Taker? Evaluating Your Risk Tolerance Level
Jun 16,2022 28:08 -
93. Ep 138: Top 10 Financial Debates - Part 2
Jun 09,2022 37:18 -
94. Ep 137: Top 10 Financial Debates – Part 1
Jun 02,2022 30:41 -
95. Ep 136: Are These Retirement Statistics Encouraging or Discouraging?
May 26,2022 19:57 -
96. Ep 135: The Secret to Retirement Success
May 19,2022 23:04 -
97. Ep 134: Countdown to Retirement
May 12,2022 23:40 -
98. Ep 133: Can I Retire at 55?
May 05,2022 26:39 -
99. Ep 132: Reasons You SHOULD Get Life Insurance
Apr 28,2022 18:14 -
100. Ep 131: The Most Important Retirement Birthdays
Apr 21,2022 22:25 -
101. Ep 130: Common Housing Questions from Retirees
Apr 14,2022 19:37 -
102. Ep 129: Financial Jargon: Designations and Education
Apr 07,2022 18:27 -
103. Ep 128: Financial Jargon: Terms & Definitions
Mar 31,2022 25:37 -
104. Ep 127: Recognizing the Voice of Greed
Mar 24,2022 17:51 -
105. Ep 126: Guessing in Retirement Planning
Mar 17,2022 19:32 -
106. Ep 125: Murky Issues in Retirement
Mar 10,2022 19:29 -
107. Ep 124: State of the Market and Current Inflation
Mar 03,2022 20:58 -
108. Ep 123: What is the Most Important Part of Retirement Planning?
Feb 24,2022 16:26 -
109. Ep 122: Values-Based Planning
Feb 17,2022 17:39 -
110. Ep 121: Planning for the Things We Can’t Predict
Feb 10,2022 18:00 -
111. Ep 120: How Much Are Your Money Biases Costing You?
Feb 03,2022 21:02 -
112. Ep 119: How Do Kids Factor into Retirement Planning?
Jan 27,2022 21:17 -
113. Ep 118: Don’t Fumble in the Retirement Red Zone
Jan 20,2022 18:54 -
114. Ep 117: What They’re Saying - 2022 Economic Predictions
Jan 13,2022 21:40 -
115. Ep 116: How “The Great Resignation” Could Impact You
Jan 06,2022 19:04 -
116. Ep 115: 22 Money Resolutions for 2022 Part 2
Dec 21,2021 19:06 -
117. Ep 114: 22 Money Resolutions for 2022 Part 1
Dec 14,2021 20:33 -
118. Ep 113: Mailbag – Retiring Early, Risk, and More
Dec 09,2021 20:57 -
119. Ep 112: Retirement Late Bloomers
Dec 02,2021 16:54 -
120. Ep 111: Dropping the Ball Financially
Nov 18,2021 17:43 -
121. Ep 110: 4 Unreasonable Requests
Nov 11,2021 17:55 -
122. Ep 109: Living the Dream
Nov 04,2021 16:20 -
123. Ep 108: Overconfidence in Financial Planning
Oct 28,2021 17:50 -
124. Ep 107: Tax Consequences – Pros and Cons
Oct 21,2021 17:33 -
125. Ep 106: What is ”Risk Averse”?
Oct 14,2021 20:27 -
126. Ep 105: Financial Mistakes Couples Make
Oct 07,2021 20:03 -
127. Ep 104: Can You Put Off These Financial Decisions?
Sep 30,2021 16:34 -
128. Ep 103: What Do You Need To Know About the Recent Tax Proposal?
Sep 23,2021 18:17 -
129. Ep 102: 5 Ways to Mind the Gap
Sep 16,2021 19:23 -
130. Ep 101: Red Flags in Your Financial Plan
Sep 09,2021 16:37 -
131. Ep 100: How Age & Wisdom Effect Retirement
Sep 02,2021 17:40 -
132. Ep 99: Breaking Down Economic News in Bits and Pieces
Aug 26,2021 16:09 -
133. Ep 98: What Makes Phil Tick?
Aug 19,2021 18:11 -
134. Ep 97: Why You Need Retirement Customization
Aug 12,2021 21:55 -
135. Ep 96: The SECURE Act 2.0
Aug 05,2021 17:54 -
136. Ep 95: Things That Don’t Matter…Until They Do
Jul 22,2021 15:04 -
137. Ep 94: What Retirement Are You Living For?
Jul 15,2021 17:03 -
138. Ep 93: 5 Things to Know About Decumulation
Jul 08,2021 12:18 -
139. Ep 92: What is Your Spending Personality?
Jul 01,2021 13:21 -
140. Ep 91: Planning Through Uncommon Sense
Jun 24,2021 22:03 -
141. Ep 90: Not Your Father’s Retirement
Jun 17,2021 22:03 -
142. Ep 89: The Three Worlds of Money
Jun 10,2021 21:58 -
143. Ep 88: 5 Words That Describe Retirement
Jun 03,2021 14:22 -
144. Ep 87: Playing the ‘What if?’ Financial Game
May 27,2021 21:13 -
145. Ep 86: Do Retirees Really Need Life Insurance?
May 20,2021 20:29 -
146. Ep 85: Financial Planning in President Biden's America
May 13,2021 23:29 -
147. Ep 84: Frequently Asked Questions About Bonds
May 06,2021 14:52 -
148. Ep 83: Financial Fact or Fiction?
Apr 22,2021 18:28 -
149. Ep 82: How Long Would A Million Bucks Last in Retirement?
Apr 15,2021 18:17 -
150. Ep 81: What Can We Learn From Will Rogers?
Apr 08,2021 15:58 -
151. Ep 80: Are You Flirtin’ with Financial Disaster?
Apr 01,2021 18:16 -
152. Ep 79: When Crisis Meets Opportunity
Mar 25,2021 18:16 -
153. Ep 78: March Madness and Retirement Planning
Mar 18,2021 18:20 -
154. Ep 77: Status of the American Pension
Mar 11,2021 16:46 -
155. Ep 76: Reasons to Never Assume in Retirement
Mar 04,2021 16:57 -
156. Ep 75: Saving for Retirement as a Business Owner
Feb 25,2021 15:21 -
157. Ep 74: Getting More Involved in Retirement Planning
Feb 18,2021 14:27 -
158. Ep 73: Top Tax Tips for Filing in 2021
Feb 11,2021 15:26 -
159. Ep 72: The GameStop Stock Story
Feb 04,2021 18:19 -
160. Ep 71: Good News, Bad News in Financial Planning
Jan 28,2021 18:20 -
162. Ep 69: The Three Qualities of Money
Jan 14,2021 19:01 -
163. Ep 68: Retirement Statistics That Might Surprise You
Jan 07,2021 21:34 -
164. Ep 67: Which Retirement Lifestyle Is Right For You?
Dec 17,2020 24:16 -
165. Ep 66: End-of-Year Financial Planning
Dec 11,2020 21:26 -
166. Ep 65: What to Know About Biden’s Tax Proposals
Dec 03,2020 25:32 -
167. Ep 64: Finding the Right Advisor
Nov 25,2020 20:30 -
168. Ep 63: Don’t Assume the Customer Is Always Right
Nov 19,2020 18:19 -
169. Ep 62: Is Diversification Just For Suckers?
Nov 12,2020 17:52 -
170. Ep 61: Would You Pass This Retirement Preparedness Quiz?
Nov 05,2020 19:08 -
171. Ep 60: Answering Your 401(k) FAQs
Oct 29,2020 15:57 -
172. Ep 59: Mailbag: Should I Move My Investments To Cash Right Now?
Oct 22,2020 18:52 -
173. Ep 58: Reframing the Social Security Conversation
Oct 15,2020 13:34 -
174. Ep 57: Retirement Ready...or Not?
Oct 08,2020 13:34 -
175. Ep 56: Financial Stuff You Should Know
Oct 01,2020 12:27 -
176. Ep 55: Hindsight is 20/20 in Financial Planning
Sep 24,2020 14:18 -
177. Ep 54: Do You Need a Trust?
Sep 17,2020 14:35 -
178. Ep 53: This One is On The House
Sep 10,2020 15:09 -
179. Ep 52: Are These Financial Rules Legit?
Sep 03,2020 13:27 -
180. Ep 51: Simple Mistakes That Could Ruin Retirement
Aug 27,2020 13:41 -
181. Ep 50: The Financial Risks to Living Longer
Aug 20,2020 17:31 -
182. Ep 49: Building Your Financial House
Aug 13,2020 17:03 -
183. Ep 48: Financial Planning Following the Loss of a Spouse
Aug 06,2020 18:56 -
184. Ep 47: Classic Pre-Retiree Mistakes to Avoid
Jul 23,2020 18:10 -
185. Ep 46: Survival Guide - Preparing for the Next Market Crash
Jul 16,2020 20:01 -
186. Ep 45: Investing Like a Genius
Jul 09,2020 15:26 -
187. Ep 44: Do You Say One Thing Then Do Another?
Jul 02,2020 15:21 -
188. Ep 43: 4 Financial Pre-Retirement Milestones
Jun 25,2020 15:13 -
189. Ep 42: Traditional IRA vs. Roth IRA
Jun 18,2020 17:14 -
190. Ep 41: Should You Follow Dave Ramsey’s Advice?
Jun 11,2020 19:47 -
191. Ep 40: Critical Retirement Planning Mistakes
Jun 04,2020 20:35 -
192. Ep 39: Financial Terms You Should Know During A Pandemic
May 21,2020 21:46 -
193. Ep 38: Playing the Financial Crossword Puzzle
May 14,2020 24:20 -
194. Ep 37: Best Intentions But Bad Advice?
May 07,2020 27:01 -
195. Ep 36: Financial Truths You Can Depend On
Apr 23,2020 23:39 -
197. Ep 34: How to Avoid Getting Lost in the Financial World
Apr 09,2020 22:00 -
198. Ep 33: Coronavirus Update - CARES Act and Taxes
Apr 02,2020 24:40 -
199. Ep 32: Preparing for the Stages Leading Up to Retirement
Mar 26,2020 24:03 -
200. Ep 31: Coronavirus Market Update
Mar 19,2020 21:15
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!
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