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

20:57

Ep 113: Mailbag – Retiring Early, Risk, and More

Phil"s Tax Hacks ·

2021/12/09

Are you thinking of retiring early? Is a budget necessary in retirement? Today, we are opening up the mailbag to answer some listener questions about retiring early, risk, pensions, budgets, and more. Read more and get additional financial information: https://philstaxhacks.com/podcast/ep-113-mailbag-retiring-early-risk-and-more/ What we discuss today: 1:42 – “What key things should we know about retiring early?” 5:39 – “What kind of risks should I be aware of at 65?” 8:21 – “Should I take the

en

16:54

Ep 112: Retirement Late Bloomers

Phil"s Tax Hacks ·

2021/12/02

A lot of people feel behind when it comes to saving for retirement. What are some ways we can catch up? Even if you don’t feel behind these are great tips to keep in mind to save a bit more as you get closer to retirement. Read more and get additional financial information: https://philstaxhacks.com/podcast/ep-112-retirement-late-bloomers/ What we discuss today: 0:54 – How do you know you are behind? 2:24 – Catch-up contributions 5:12 – Kids are coming off the payroll 7:01 – Eliminating

en

17:43

Ep 111: Dropping the Ball Financially

Phil"s Tax Hacks ·

2021/11/18

If your advisor seems to only be interested in discussing investments and growth, it may be time to take a step back and make sure all of your retirement pieces are being addressed. On today’s show, we will discuss 5 areas advisors can drop the ball and how you can stay vigilant in protecting your retirement plan. Read more and get additional financial information: https://philstaxhacks.com/podcast/ep-111-dropping-the-ball-financially/ What we discuss today: 0:35 – Looking forward to

en

17:55

Ep 110: 4 Unreasonable Requests

Phil"s Tax Hacks ·

2021/11/11

Although you may never ask something unreasonable of your advisor, it’s important to know where that line is. It will help you manage your expectations. On today’s episode, we will discuss 4 unreasonable things to ask of or expect from your financial advisor. Read more and get additional financial information: https://philstaxhacks.com/podcast/ep-110-4-unreasonable-requests/ What we discuss today: 0:41 – We’re into mid-November 1:31 – I want big returns, but no risk 5:56 – Can you reduce your

en

16:20

Ep 109: Living the Dream

Phil"s Tax Hacks ·

2021/11/04

Retirement planning is not all about finances, we also need to think about our lifestyles and what activities will make us happy from day to day. Today, we’ll discuss what it means to live the dream and hopefully inspire you to plan out your unique goals. Read more and get additional financial information: https://philstaxhacks.com/podcast/ep-109-living-the-dream/ What we discuss today: 0:44 – We are into November! 2:00 – Our social circle 3:54 – Couples in retirement 6:30 – Going out or

en

17:50

Ep 108: Overconfidence in Financial Planning

Phil"s Tax Hacks ·

2021/10/28

We want confidence and stability in our retirement plans but overconfidence can cause us to make financial mistakes. Today we are discussing some common areas of overconfidence in financial planning and how we can manage these areas. Read more and get additional financial information: https://philstaxhacks.com/podcast/ep-108-overconfidence-in-financial-planning/ What we discuss today: 0:55 – Happy Halloween 2:36 – Stock market 5:50 – A certain number 8:48 - Rules of thumb 11:12 – Understanding

en

17:33

Ep 107: Tax Consequences – Pros and Cons

Phil"s Tax Hacks ·

2021/10/21

Do you know the tax consequences on your retirement accounts? Today, we will be discussing 5 different types of accounts and the tax pros and cons with each. Read more and get additional financial information: https://philstaxhacks.com/podcast/ep-107-tax-consequences-pros-and-cons/ What we discuss today: 1:00 – Tax-deferred 3:11 – Tax-free accounts 6:00 – Taxable accounts 7:47 – CDs 9:43 – Life Insurance

en

20:27

Ep 106: What is ”Risk Averse”?

Phil"s Tax Hacks ·

2021/10/14

Everyone is different when it comes to risk tolerance. A lot of us think we are risk-averse, but we may be taking on more risk than we realize. On today’s episode, Phil is going to discuss risk aversion and how it affects our retirement plan. Read more and get additional financial information: https://philstaxhacks.com/podcast/what-is-risk-aversion/ What we discuss today: 0:28 – Enjoying the fall 1:27 – California’s new law 2:38 - $600 IRS Report 6:00 – Being risk-averse 7:14 – Risk of

en

20:03

Ep 105: Financial Mistakes Couples Make

Phil"s Tax Hacks ·

2021/10/07

Finances can cause a lot of stress for couples. However, planning together is crucial to your overall financial plan. On today’s episode, we will highlight a few areas that couples need to focus on as a team. Read more and get additional financial information: https://philstaxhacks.com/podcast/ep-105-financial-planning-as-a-couple/ What we discuss today: 0:55 – The many hats Phil wears 2:03 – The Pension spousal benefit option 4:26 – Social Security strategy 6:35 – Plans for retirement 10:23 –

en

16:34

Ep 104: Can You Put Off These Financial Decisions?

Phil"s Tax Hacks ·

2021/09/30

We all tend to procrastinate from time to time, even when it comes to our finances. However, there are many things that we don’t want to put off addressing in our financial plan. On today’s episode, Phil will discuss 5 financial decisions that people tend to put off and whether it is okay to do so. Read and get additional financial information: https://philstaxhacks.com/podcast/ep-104-can-you-put-off-these-financial-decisions/ What we discuss today: 0:39 – Catching up with Phil 1:59 – Deferring

en

18:17

Ep 103: What Do You Need To Know About the Recent Tax...

Phil"s Tax Hacks ·

2021/09/23

If the recent tax proposals were to pass, how would it affect your financial plan? Some things we may want to look out for include changes in capital gains and Roth conversions. Phil talks about who could be most impacted if these proposals became a reality. Read and get additional financial information: https://philstaxhacks.com/podcast/ep-103-what-do-you-need-to-know-about-the-recent-tax-proposal/ What we discuss today: 0:12 - Let’s talk about tax proposals in Congress. 3:23 - How could job

en

19:23

Ep 102: 5 Ways to Mind the Gap

Phil"s Tax Hacks ·

2021/09/16

There may be a few gaps that we might not notice when we are working on our retirement plan. So, to better prepare you for the future, we will be discussing some of the gaps you need to keep an eye out for and how you can address them. Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-102-5-ways-to-mind-the-gap/ Watch the video podcast: https://youtu.be/i7Tmeomyw7A What we discuss on this episode: 0:32 - What inspired today’s podcast? 1:25 - What’s

en

16:37

Ep 101: Red Flags in Your Financial Plan

Phil"s Tax Hacks ·

2021/09/09

Are you worried you’re missing some red flags in your financial plan? Let’s talk through what you need to know and where you should better prepare. Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-101-red-flags-in-your-financial-plan/ Watch the video podcast: https://youtu.be/-8SUd_vExGo What we discuss on this episode: 0:27 - Marc has a new studio set-up! 1:05 - How is Phil? 1:32 - What red flags should you look for? 2:05 - Can you name all the

en

17:40

Ep 100: How Age & Wisdom Effect Retirement

Phil"s Tax Hacks ·

2021/09/02

Let’s talk about one of the primary benefits of aging: wisdom. Phil shares some of the key things to consider in order to make wise decisions as you age and near retirement. Read more and get additional financial information: https://philstaxhacks.com/podcast/ep-100-age-wisdom/ Watch the video podcast: https://youtu.be/-x5lDhWYZPw Key Points: 0:13 - It’s our 100th episode! 1:36 - What has Phil seen in the industry? 2:39 - What’s the difference between now and 20 years ago? 5:57 - Do people

en

16:09

Ep 99: Breaking Down Economic News in Bits and Pieces

Phil"s Tax Hacks ·

2021/08/26

How can what’s happening this year shape our financial plans moving forward? We talk through several current events in the economy and what impact it could have on the future. Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-99-breaking-down-economic-news-in-bits-and-pieces/ Watch the video podcast: https://youtu.be/0fKc8iPYNdg What we discuss on this episode: 1:35 - 2021 is still a challenge. 2:06 - The housing market may have peaked. 7:06 -

en

18:11

Ep 98: What Makes Phil Tick?

Phil"s Tax Hacks ·

2021/08/19

To get to know Phil a bit more, we ask a few questions to find out how he got to where he is today. From his influences and hobbies to what he likes most about the job, today’s podcast is all about what makes Phil tick. Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-98-what-makes-phil-tick/ Watch the video podcast: https://youtu.be/tdzheuWPHY0 What we discuss on this episode: 1:09 - Who shaped Phil’s view of money? 2:48 - What’s the biggest lesson

en

21:55

Ep 97: Why You Need Retirement Customization

Phil"s Tax Hacks ·

2021/08/12

Retirement is not one-size-fits-all. Just like your bank account, family size, job, and home, you have a number of factors to add up to create a unique situation. On today’s podcast we talk through some of the areas of your retirement that you need to make sure is decided based on your needs and goals. Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-97-why-you-need-retirement-customization/ Watch the video podcast: https://youtu.be/Wx3794GHO2g What

en

17:54

Ep 96: The SECURE Act 2.0

Phil"s Tax Hacks ·

2021/08/05

The SECURE Act was passed in 2019, but is now facing possible amendments being added for the SECURE Act 2.0. On today’s episode of the podcast, we talk through these proposed changes and what that means for you. Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-96-the-secure-act-2-0/ Watch the video podcast: https://www.youtube.com/channel/UCGS8K5-iPEy6b7fu4pLNLtA What we discuss on this episode: 1:35 - The SECURE Act is facing possible new

en

15:04

Ep 95: Things That Don’t Matter…Until They Do

Phil"s Tax Hacks ·

2021/07/22

There are a lot of things that don’t feel important, until you suddenly need them. What items do you need to be thinking about now, before it’s too late? On today’s podcast, Phil talks through the four things you want to take care of sooner rather than later. Read more and get additional financial resources here: https://philstaxhacks.com/podcast/things-that-dont-matteruntil-they-do/ What we discuss on this episode: 0:25 - What’s lake life like for Phil? 1:24 - What doesn’t matter

en

17:03

Ep 94: What Retirement Are You Living For?

Phil"s Tax Hacks ·

2021/07/15

Have you started daydreaming about what retirement looks like? Let’s talk today about what it takes to make that retirement dream a reality. Read more and get additional financial resources here: https://philstaxhacks.com/podcast Watch the video podcast: https://youtu.be/X7eECbIY9_A What we discuss on this episode: 0:45 - Summer time is vacation time. 1:40 - Retirement could include spending time with family. 3:23 - How do you structure your spending and retirement income? 5:32 - People are

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 -...