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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

14:39

Gold Rush 2025: Should You Get In?

Phil"s Tax Hacks ·

2025/03/13

Gold prices are surging, JPMorgan is making a massive $4 billion gold delivery, and people are wondering if they should invest in gold. Gold has long been promoted as a safe haven in times of uncertainty, but with markets shifting, inflation concerns lingering, and a possible trade war on the horizon, is now the right time to add it to your retirement portfolio?Here are some of the key topics discussed: 📈 Gold at record highs – Is it too late to invest? 💰 Physical gold vs. ETFs – Pros, cons

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22:29

Trade War 2.0 - What Could It All Mean

Phil"s Tax Hacks ·

2025/03/06

With so much happening domestically and abroad from a financial standpoint, this week’s show is going to look into the implications of Trade War 2.0 and its potential effects on the economy and markets. Phil will break down the latest economic data, tariff announcements, and which sectors might respond positively to the changes.Here’s what we discuss in this episode: 0:00 – Intro 1:08 – Market instability & tariffs 5:23 – Apple’s $500 Billion Investment 7:23 – Reactions to tariffs 13:11 –

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13:06

Great Side Gigs for Extra Retirement Income & Fun

Phil"s Tax Hacks ·

2025/02/27

For some people, the idea of retiring and then getting another job is detestable. For others, they can’t sit still and have to go find some other job. For the latter crowd, there are plenty of popular “side gig” jobs for retirees.This week on the podcast, Phil discusses the shifting mindset surrounding retirement. We explore the various avenues available for retirees to engage in rewarding side activities that not only provide financial benefits but also fulfill personal passions. Many individuals

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15:00

Do Smart Investors Really Need a Financial Advisor?

Phil"s Tax Hacks ·

2025/02/20

If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question we’ve heard from a number of different people. So, is working with an advisor just an extra expense, or could it actually add real value? In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own.Here’s what we discuss in this episode: 0:00 – Intro 2:15 – What is a financial

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15:17

What Do Proposed Tariffs Mean For Your Portfolio?

Phil"s Tax Hacks ·

2025/02/13

With the recent political landscape, tariffs have become a hot topic, often surrounded by confusion and misinformation. How do you sit through the noise to find out how this might impact you? In this episode, Phil breaks down what tariffs are and how they can affect your investment portfolio as you near retirement.Here’s what we discuss in this episode: 0:00 – Intro 1:42 – What is a tariff? 2:48 – Will costs rise? 7:02 – Has this happened before? 9:20 – Impact on economy 10:40 – Effect on the

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17:14

Is Tech Overweighted? Understanding The Current...

Phil"s Tax Hacks ·

2025/02/05

This week on Phil’s Tax Hacks, Phil and Marc dive into the current state of the stock market with a particular focus on the tech sector. They discuss the growing concerns around tech companies being overweighted in the S&P 500, and how recent news, including competition from a Chinese AI company, is shaking up the market.Phil highlights key issues like price-to-earnings ratios, the potential risks of tech-heavy investments, and the challenges this new AI could bring to companies like Nvidia

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16:02

The New Retirement: Why Many Are Choosing Work Over...

Phil"s Tax Hacks ·

2025/01/30

A recent article on Fortune highlights a growing trend among baby boomers: continuing to work well into their 60s and 70s. Surprisingly, this is not out of necessity, but for the mental stimulation, social connections, and fulfillment that work provides. With nearly 20% of Americans over 65 still employed, this shift is challenging traditional views of retirement and sparking important conversations about what it means to truly retire.Here’s some of what we discuss in this episode: 0:00 –

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23:53

How Will Trump’s Executive Orders Reshape the...

Phil"s Tax Hacks ·

2025/01/23

President Donald Trump wasted little time taking action once he returned to office, and people are wondering how these long list of Executive orders will reshape the economic and financial landscape. Join CPA and financial specialist Phil Putney as he breaks down the implications of these changes on inflation, energy costs, tariffs, and more.Here’s some of what we discuss in this episode: 0:00 – Intro 2:07 – Addressing inflation & cost of living 3:43 – Energy 5:53 – Trade and Tariffs 9:42 – EV

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22:50

Social Security Claiming Tips + New Legislation

Phil"s Tax Hacks ·

2025/01/16

Staying informed about Social Security changes is crucial for maximizing your benefits, and recent legislation will change benefits for a significant number of Americans. Today we’re going to bring you up to speed on the Social Security Fairness Act and explain how this legislation will be retroactive to 2024, potentially offering a financial windfall for affected retirees.Here’s some of what we discuss in this episode: 0:00 – Intro 0:48 – The Social Security Fairness Act 5:42 – Claiming

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17:04

Retirement Spending Strategies That Could Change Your...

Phil"s Tax Hacks ·

2024/12/26

It’s the beginning of a new year – a time when many of us make resolutions to improve our lives. But how often do we resolve to improve the way we feel about our finances? In the latest episode, Phil explores the crucial transition from saving to confidently spending your hard-earned funds.Here’s what we discuss in this episode: 0:00 – Intro 1:51 – Spending with confidence 8:41 – Spending guardrails 12:02 – Tips for those who are afraid to spend For more, visit us

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19:14

Are Future Retirement Worries Harming Your Mental...

Phil"s Tax Hacks ·

2024/12/19

Are future retirement worries causing you mental health issues today? That's happening to a lot of folks right now. There's so much stress going on out there that we certainly panic about some of these things and maybe sometimes it’s justifiable. So let's talk about the mental health challenges tied to future retirement worries and the ways we can hopefully avoid them.Here’s what we discuss in this episode: 0:00 – Intro 1:10 – Diving into the

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14:57

How Should You Invest Money That You’ll Need in 3 Years?

Phil"s Tax Hacks ·

2024/12/05

One of the most difficult scenarios for investing is what to do with money you know you’re going to need within a few years for a large expense. You don’t want that money to be stagnant during that time but you also can’t afford to take on much risk either.Today we’re going to talk about strategic planning for short-term needs and explore the best ways to invest money you’ll need in the next three years. Here’s some of what we discuss in this episode: 0:00 – Intro 1:35 – Larger planned

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21:13

What Financial Advisors With Every Investor Knew...

Phil"s Tax Hacks ·

2024/11/26

We’ve finally reached the final part of our three-part series on what financial advisors wish every investor knew. Phil will discuss four more big things that will make planning for retirement with their advisor even smoother.Here’s some of what we discuss in this episode: 0:00 – Intro 1:25 – Know what you are paying 4:22 – Understanding that there will be some risk involved 8:03 – The risks that come with the internet 14:52 – The big name doesn’t necessarily mean the best fit For more, visit

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19:57

What Financial Advisors With Every Investor Knew...

Phil"s Tax Hacks ·

2024/11/21

Today is part two on the things financial advisors wish investors knew. These are the things that can set you up for success in retirement but most people don’t have a great grasp on. Here’s some of what we discuss in this episode: 0:00 – Intro 2:10 – Financial decisions are emotional 6:03 – The true significance of diversification 9:17 – Having an advisor is for everyone 13:48 – The importance of updates and reviews 16:53 – Work with the right person for the right time For more, visit us

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21:53

Tariffs, Tax Cuts & Immigration: Financial...

Phil"s Tax Hacks ·

2024/11/14

This week, Phil and Marc dive into the potential financial impacts of tariffs, tax cuts, and immigration policies following the 2024 election. While early speculation should be taken with caution, they’ll discuss what could be in store for 2025. With changes in policy possibly affecting everything from taxes to housing, the duo breaks down what these shifts could mean for your financial future.Throughout this conversation, Phil stresses the importance of sticking to your financial plan until the

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16:37

What Financial Advisors Wish Every Investor Knew...

Phil"s Tax Hacks ·

2024/11/07

Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? This week, we kick off a three-part series on the things we wish people knew about investing and planning.Here’s some of what we discuss in this episode: 0:00 – Intro 1:48 – Setting realistic financial goals 6:37 – Long-term vs short-term planning 8:26 – One-size-fits-all approach 10:55 – More than investing Get our Tax-Smart Retiree book:

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14:50

Is Dividend Investing Dead?

Phil"s Tax Hacks ·

2024/10/24

Dividend investing has long been a staple in retirement planning, providing a predictable income stream for many retirees. However, the landscape is shifting. The concept of incidental income, which relies on the rebalancing of a portfolio and the cash flows it generates, is gaining attention.This week we want to tackle the question: Is dividend investing dead? A recent article came out explaining that in today’s economy, it’s possible that dividends may not be the ideal way to invest so we want to

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14:20

How Raising the Social Security Retirement Age Could...

Phil"s Tax Hacks ·

2024/10/17

Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. There’s plenty of speculation about what might change to improve the solvency of the program, and one simple fix would be to change the retirement age. On this episode, we dive into the recently released proposal to raise the full retirement age from 67 to 69 and what it means for your benefits, your future, and your financial security.Read the report from the Congressional Budget Office:

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13:49

What Makes Financial Planning at AFS Financial Group...

Phil"s Tax Hacks ·

2024/10/10

Every firm has distinct principles that guide its approach to financial planning. When searching for an advisor, you want to find someone who aligns with your needs. In this episode, we take you behind the scenes to explore the core values and unique processes that set AFS Financial Group apart. Here’s some of what we discuss in this episode: 0:00 – Intro 0:54 – Phil’s core values 2:34 – Being a CPA and financial advisor 5:11 – Education 8:51 – How does Phil measure success? For more, visit us

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28:36

The Tax Proposals of 2024’s Candidates

Phil"s Tax Hacks ·

2024/10/03

As the election season heats up, understanding the tax proposals of the presidential candidates is important. While we don’t talk politics on this show, policies can have a direct impact on our finances. In this episode, we dive into the contrasting tax proposals of Donald Trump and Kamala Harris.Here’s some of what we discuss in this episode: 0:00 – Intro 1:36 – Trump’s corporate taxes 4:01 – Kamala’s corporate taxes 5:51 – Trump’s individual income taxes 10:06 – Kamala’s individual income

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