x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

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!

business investing

All Episodes

26:39

Ep 133: Can I Retire at 55?

Phil"s Tax Hacks ·

2022/05/05

It’s a question more and more people are asking, especially as the workplace continues to change following the pandemic. But are you in a position to step away from a consistent paycheck at age 55? Phil will provide a great look at the reality of early retirement in today’s environment and apply some real-world examples to the discussion. Watch the video podcast: https://youtu.be/cuahFzcAFlw Key points: 1:09 – Background on this topic 3:20 – How many clients want this? 4:05 – Immediate

en

18:14

Ep 132: Reasons You SHOULD Get Life Insurance

Phil"s Tax Hacks ·

2022/04/28

The idea of a podcast on life insurance might not sound like the most exciting topic, but we’re going to put a positive spin on it today and tell you why you should get it. Or at the least, consider adding it to your portfolio. Life insurance can serve many different purposes for financial needs and we’ll share a few you might not have thought of on this episode. Watch the video podcast: https://youtu.be/dEGFLe0qJFU Read more and get additional financial resources here:

en

22:25

Ep 131: The Most Important Retirement Birthdays

Phil"s Tax Hacks ·

2022/04/21

Birthdays might not be as exciting as they once were, but they are still important. On today’s episode, we are going to break down some retirement birthday milestones you need to be aware of when planning for the future. TIMESTAMPS: 0:23 – Wonky weather! 1:21 – Age 50 3:42 – Age 55 5:47 – Age 59 ½ 6:50 – Age 62 9:06 – Age 65 12:44 – Age 66 or 67 14:42 – Age 70 15:49 – Age 72 ADDITIONAL INFORMATION: https://philstaxhacks.com/

en

19:37

Ep 130: Common Housing Questions from Retirees

Phil"s Tax Hacks ·

2022/04/14

Let’s talk about the house today! We are going to explore some common retiree questions we get about housing. Should you downsize? Should you use equity as an emergency fund? Find out on today's show. TIMESTAMPS: 0:44 – Do we get questions about housing? 1:41 – Should you pay off the house? 4:49 – Should you downsize? 8:17 – Should you pull out equity? 11:10 – Signing the house over to the kids 13:42 – Is a reverse mortgage a good idea? ADDITIONAL INFORMATION: https://philstaxhacks.com/

en

18:27

Ep 129: Financial Jargon: Designations and Education

Phil"s Tax Hacks ·

2022/04/07

Let’s continue our conversation on financial jargon today. We’ll dive into the different designations and licenses you may see when shopping around for a financial advisor. What do they all mean? TIMESTAMPS: 0:52 – Having proper qualifications 2:22 – RIA or IAR 3:35 – The C’s 5:35 – Series license 11:49 – Education 15:30 – Do your homework ADDITIONAL INFORMATION: https://philstaxhacks.com/

en

25:37

Ep 128: Financial Jargon: Terms & Definitions

Phil"s Tax Hacks ·

2022/03/31

There is a lot of financial jargon out there that can be confusing when you are trying to plan for retirement. So, on today’s episode, we’ll explore a variety of different terms and definitions and how they apply to the financial planning process. TIMESTAMPS: 0:41 – We don’t lack jargon 1:28 – Bear or bull 4:02 – Inflation 6:50 – Recession 10:42 – Volatility 12:09 – Risk tolerance 14:31 – 60-40 portfolio 15:58 – Dollar-cost averaging 17:46 – Bonds vs stocks 19:44 – ETFs vs mutual funds 22:00 –

en

17:51

Ep 127: Recognizing the Voice of Greed

Phil"s Tax Hacks ·

2022/03/24

When it comes to our money there are several ways, we tend to get greedy. So on today’s episode, we are going to discuss how to recognize the voice of greed and how we can fight against it. TIMESTAMPS: 0:15 – Voice of greed 2:07 – Being aggressive 5:57 – Following what you hear 7:15 – Keeping up with the Joneses 10:05 – Emergency fund in the bank 12:48 – Doing it yourself ADDITIONAL INFORMATION: https://philstaxhacks.com/

en

19:32

Ep 126: Guessing in Retirement Planning

Phil"s Tax Hacks ·

2022/03/17

What could go wrong if you end up guessing when planning for retirement? Today, we explore some areas in retirement planning you don’t want to guess at. TIMESTAMPS: 0:38 – Guessing in these times 2:44 – Inflation 8:56 – Income 13:10 – Big purchases 16:25 – Health care costs ADDITIONAL INFORMATION: https://philstaxhacks.com/

en

19:29

Ep 125: Murky Issues in Retirement

Phil"s Tax Hacks ·

2022/03/10

What are most Americans confused about when it comes to retirement planning? On today's episode, we discuss 3 murky issues that may be making retirement planning harder for you. USA Today Article: Retirement planning: These 3 issues are making it extra hard right now (usatoday.com) TIMESTAMPS: 1:22 – USA Today Article 2:37 – Confused about income growth 8:14 – How much Social Security will provide 13:23 – Withdrawal rates are a mystery 16:29 – Simple approach or making a plan ADDITIONAL

en

20:58

Ep 124: State of the Market and Current Inflation

Phil"s Tax Hacks ·

2022/03/03

The current state of the market and the rate of inflation may be making you nervous. How do we expect current events to impact your retirement plan and what can we do to protect our financial future? TIMESTAMPS: 0:38 – It’s tax time! 1:01 – Russia’s impact on the market 3:36 – The energy conversation 4:48 – DOW has fallen 1,000 points 7:23 – Inflation is also overdue 12:20 – What defines a bear market? 13:52 – Having an emergency fund 16:17 – Is 2022 still hopeful? 18:03 – Is this

en

16:26

Ep 123: What is the Most Important Part of Retirement...

Phil"s Tax Hacks ·

2022/02/24

The most important part of retirement planning is going to look different for everyone. On today’s show, we discuss some expert claims about the most important part of planning and whether Phil agrees or disagrees. TIMESTAMPS: 1:00 – The most important part to you 2:14 – Deciding what to do with your time 3:57 – The best time to start saving is now 5:19 – How much income do you need? 6:53 – How much do you want to spend? 9:30 – Balancing risk and return 12:36 – Enjoying your retirement! 13:53

en

17:39

Ep 122: Values-Based Planning

Phil"s Tax Hacks ·

2022/02/17

How do we incorporate our values into our financial plan? On today’s episode, we discuss some common values and how they fit into your overall retirement plan. TIMESTAMPS: 0:25 – Happy Valentine’s Day! 1:44 – Family 2:46 – Faith 6:22 – Education 9:05 – Career 12:13 – Charitable giving 13:44 – Having fun! ADDITIONAL INFORMATION: https://philstaxhacks.com/

en

18:00

Ep 121: Planning for the Things We Can’t Predict

Phil"s Tax Hacks ·

2022/02/10

You can’t predict a lot of things: how long you’ll live, the next market crash, healthcare costs, tax rates. But you still have to plan for these things. On today’s episode, we’ll explore how you should handle planning for the things you can't predict. TIMESTAMPS: 2:01 – When will the next market crash be? 4:59 – What will healthcare costs be? 6:51 – What are tax rates going to look like? 9:51 – How long are you going to live? ADDITIONAL INFORMATION: https://philstaxhacks.com/

en

21:02

Ep 120: How Much Are Your Money Biases Costing You?

Phil"s Tax Hacks ·

2022/02/03

Most of us have some biases when it comes to money. Are you afraid of risk? Are you thinking far enough into the future? On today’s episode, we discuss the different types of money biases and whether they could be costing you financially. TIMESTAMPS: 1:11 – January market closing 1:39 – Morning Star study 2:26 – Key Points of study 2:50 – Present Bias 4:48 – Overconfidence 5:51 – Loss Aversion 7:17 – Low levels of money bias 10:10 – Avoiding biases with a plan 11:00 – Build speed bumps 14:00 –

en

21:17

Ep 119: How Do Kids Factor into Retirement Planning?

Phil"s Tax Hacks ·

2022/01/27

What role do our kids or grandkids play in our retirement plans? A lot of people want to save for their children and help them with big expenses like college. Doing so is great, but you have to incorporate that into your plan. TIMESTAMPS: 1:46 – College expenses 4:58 – Trouble with the job market 7:10 – Grandkid expenses 11:42 – Special needs expenses 14:12 – Generational wealth ADDITIONAL INFORMATION: https://philstaxhacks.com/

en

18:54

Ep 118: Don’t Fumble in the Retirement Red Zone

Phil"s Tax Hacks ·

2022/01/20

Winning a football game is a lot like planning for retirement. As you enter the red zone, you don’t want to fumble the ball. When you’re getting close to retirement, you certainly don’t want to fumble your retirement. On today’s episode, we’ll discuss how to keep your retirement protected as you enter the retirement red zone. TIMESTAMPS: 1:39 – What is the financial red zone? 2:36 – Being cautious in the red zone 5:40 – Real consequences of inflation 8:32 – Top mistakes people make 10:10 –

en

21:40

Ep 117: What They’re Saying - 2022 Economic Predictions

Phil"s Tax Hacks ·

2022/01/13

A lot of economic predictions are floating around about 2022. On today’s show, we’ll ask Phil his opinion on these predictions regarding GDP, inflation, the housing market, and more. TIMESTAMPS: 0:38 – Settling into the New Year 2:15 – The GDP growing by 3.9% 4:58 – Will the housing market cool off? 7:30 – Inflation won’t end anytime soon 9:17 – 2022 will see significant inflation 11:11 – “The Great Resignation” in 2022 17:41 – Consumers, COVID, and price increases ADDITIONAL

en

19:04

Ep 116: How “The Great Resignation” Could Impact You

Phil"s Tax Hacks ·

2022/01/06

Millions of people are leaving their jobs. They are pausing work, retiring early, or changing career paths. What is “The Great Resignation” and how could it impact your retirement plan? Read more and get additional financial information: https://philstaxhacks.com/podcast/ep-116-how-the-great-resignation-could-impact-you/ Check out the Forbes article: https://www.forbes.com/advisor/retirement/great-resignation/ What we discuss today: 0:29 – Welcome to 2022! 1:05 – “The Great Resignation”

en

19:06

Ep 115: 22 Money Resolutions for 2022 Part 2

Phil"s Tax Hacks ·

2021/12/21

2022 is almost here! On today’s episode, we’ll finish our 22 money resolutions for 2022. How many of these can you accomplish? Read more and get additional financial information: https://philstaxhacks.com/podcast/ep-115-22-money-resolutions-for-2022-part-2/ What we discuss today: 1:00 – Check your credit 2:48 – Check your fees 5:12 – Share your knowledge 6:45 – Donation opportunities 7:44 – Review your tax bracket 8:14 – Think about Roth conversions 11:11 – Update paycheck withholdings 12:34 –

en

20:33

Ep 114: 22 Money Resolutions for 2022 Part 1

Phil"s Tax Hacks ·

2021/12/14

As we ring in the new year, what are some money resolutions we should be thinking about? From reducing your debt to getting more organized we’ll discuss the first 11 of 22 resolutions for 2022. Read more and get additional financial information: https://philstaxhacks.com/podcast/ep-114-22-money-resolutions-for-2022-part-1/ What we discuss today: 1:16 – Reduce your debt 2:07 – Boost retirement savings 3:26 – Emergency fund 5:02 – Don’t overreact to headlines 6:57 – Implement a budget 9:13 – Meet

en

314 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...