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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

16:04

A New Proposal Might Cap Your Social Security Payments

Phil"s Tax Hacks ·

2026/04/16

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mVBook an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment A new proposal out of Washington is adding a fresh angle to the Social Security solvency debate. Today, Phil’s breaking down what's proposed, if it might cost you money in the future, and what questions it raises for anyone planning around

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15:03

The Surprisingly Hard Part of Retirement Nobody Warns...

Phil"s Tax Hacks ·

2026/04/09

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mVBook an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment Most retirement conversations focus on saving enough, but very few talk about what happens next. What if you’ve done everything right and still can’t bring yourself to spend the money? It’s more common than people admit, and it can quietly take

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11:51

What Happens to Your Retirement When Your Income...

Phil"s Tax Hacks ·

2026/04/02

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mVBook an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment A listener recently made a career move that looks great on paper, but it left them wondering if their retirement savings strategy could keep up. The truth is, variable income and retirement savings can absolutely coexist, but it requires more

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14:32

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

Phil"s Tax Hacks ·

2026/03/26

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mVBook an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment Life insurance isn’t one-size-fits-all- and for many people in their 50s, it raises more questions than answers. In this episode, Phil breaks down the key differences between term, whole, and universal life insurance, and how each fits into a

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18:09

Is AI Coming For Your Retirement?

Phil"s Tax Hacks ·

2026/03/12

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mVBook an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment You've seen the headlines. The IMF says AI is hitting the labor market "like a tsunami." Elon Musk says work will be "optional" within 20 years. Sam Altman says superintelligence could outperform top executives. It's a lot. And if you're

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16:14

Tax Mistakes New Retirees Can’t Afford to Make

Phil"s Tax Hacks ·

2026/03/05

Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment Nobody likes tax season, but for new retirees, the rules can feel completely different. Income changes, required withdrawals begin, and decisions that once lowered taxes can create bigger bills later. Phil unpacks some of the most common retirement tax mistakes and how they show up in real life. A little forward planning can make a dramatic difference over the long

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19:23

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

Phil"s Tax Hacks ·

2026/02/26

Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointmentFor many business owners, the company isn’t just work; it’s the retirement plan. No 401(k). No diversified portfolio. Just years of sweat equity tied up in one asset. So, what happens when you finally sell? Phil explains what really happens during a business sale and tackles an even bigger question: once the check clears, how do you turn that lump sum into sustainable

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20:02

Retirement Decisions Aren’t All Black & White

Phil"s Tax Hacks ·

2026/02/19

Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointmentFinancial media loves simple answers: always do this or never do that. But real financial planning doesn’t work that way. Most of the biggest decisions people face in retirement live in the gray. Phil pulls back the curtain on the sensational advice dominating YouTube and financial media. Instead of chasing rigid rules, he explains why thoughtful coordination across

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17:20

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

Phil"s Tax Hacks ·

2026/02/12

Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointmentInheriting a home often brings more questions than answers, especially when taxes enter the conversation. Many families delay decisions because they’re afraid of making an expensive mistake. Phil clears up common misconceptions and explains why the tax outcome is often very different than people expect. If an inherited property is creating stress or uncertainty in your

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21:01

Popular (and Controversial) Financial Advice: Smart...

Phil"s Tax Hacks ·

2026/02/05

Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointmentBig-name financial personalities make bold claims that sound smart, but should you actually follow them? Phil reacts to some of the most talked-about money advice from well-known figures and puts it under a real-world lens. What happens when headline advice meets real people, real risk, and real retirement timelines? If you’ve ever wondered whether popular financial

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15:18

Shiny Object Syndrome: What Smart Investors Avoid

Phil"s Tax Hacks ·

2026/01/29

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mVBook an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment In the financial world, there’s no shortage of shiny objects, and most of them look a lot better than they actually are. Phil talks about the key signs of a reputable advisor and how to avoid the most common traps, no matter how enticing they

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15:14

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

Phil"s Tax Hacks ·

2026/01/22

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mVBook an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment If you’re weighing a Roth versus Traditional 401(k), you’re not alone and the right choice isn’t nearly as simple as it sounds. Phil breaks down the key factors that should drive the decision based on your long-term goals. Instead of leaning on

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15:09

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

Phil"s Tax Hacks ·

2026/01/15

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mVBook an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment One of the biggest retirement decisions people make has nothing to do with the stock market, it’s buried inside their pension paperwork. In this episode, Phil walks through a common but high-stakes choice: trading monthly income for lifelong

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17:09

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

Phil"s Tax Hacks ·

2026/01/08

A new year doesn’t just bring new headlines, it brings new rules that can quietly impact your money. Phil walks through the most important financial changes coming in 2026, and shares what you need to know if you want to start the new year informed instead of surprised.Here’s some of what we discuss in this episode: 📈 COLA & Inflation: What the Social Security adjustment really means 🏥 Medicare Costs: Premium increases and the give-and-take effect 🧾 Senior Deductions: New opportunities for

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16:40

“Should I Retire Early to Watch My Grandkids?”

Phil"s Tax Hacks ·

2025/12/23

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mVBook an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment Daycare costs are out of control, and for many families, grandparents feel like the only safety net left. But should your retirement plan be the thing that fills the gap? Today, Phil walks through a real-life question that blends love, money,

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13:34

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

Phil"s Tax Hacks ·

2025/12/18

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mVBook an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment Turning 62 might not feel like a milestone birthday until you realize the Social Security clock just started ticking. Filing now could put money in your pocket sooner, or it could cost you tens of thousands of dollars over your lifetime. In this

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16:07

What If I Retire With “Only” $1M?

Phil"s Tax Hacks ·

2025/12/11

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mVBook an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment It’s easy to feel behind when you compare your savings to your brother, your coworkers, or the YouTube guy claiming he retired at 38. But the truth is that “only” having $1 million doesn’t tell you anything without understanding your lifestyle,

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19:41

How 2025 Changed Your Financial Plan: Year In Review

Phil"s Tax Hacks ·

2025/12/04

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mVBook an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment A lot happened in 2025… Big political swings, stubborn inflation, new tax rules, and even a historic government shutdown. But what actually matters for your financial life? Today, we’re breaking down the year’s biggest headlines and what they

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15:34

5 Red Flags When Looking for a Financial Advisor

Phil"s Tax Hacks ·

2025/11/26

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mVBook an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment How do you know when an advisor just isn’t the right fit? Phil shares all the subtle (and not-so-subtle) red flags to watch out for when you’re evaluating a financial professional, whether you’re meeting with someone new or reconsidering your

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14:50

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

Phil"s Tax Hacks ·

2025/11/20

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mVBook an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment Getting married in your 50s often means you’re combining lives but not necessarily combining finances. How do you build a retirement plan together when you’ve both already built your own? In this episode, Phil answers a listener’s question about

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