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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!

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All Episodes

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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14:41

Charitable Giving in Retirement: How to Give and Save...

Phil"s Tax Hacks ·

2025/11/13

Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointmentGiving Tuesday (Dec 2, 2025) and year-end donations are just around the corner. But before you hit that “donate” button, let’s talk about how to give with both your heart and your head. Today, Phil shares how to make generosity part of a smart financial plan, because generosity feels even better when it’s part of a bigger plan. Give with purpose, plan with wisdom, and let

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19:01

Do Your Feelings Belong in Your Financial Plan?

Phil"s Tax Hacks ·

2025/11/06

Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointmentMost people think financial planning is about calculators, spreadsheets, and strategies. But that’s only half the story. The truth is, your feelings about money can have just as much impact on your retirement as the numbers do. Today, Phil explores the emotional side of planning. At the end of the day, numbers give us the framework, but your feelings help define the plan

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13:46

The Truth About Managing Money with Multiple Advisors

Phil"s Tax Hacks ·

2025/10/30

Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointmentSome people believe having two financial advisors means double the wisdom, but it often means double the confusion. Phil explains why splitting your money between advisors can lead to conflicting advice, missed tax opportunities, and unnecessary complexity. He shares a real listener question about this exact dilemma and breaks down when it might make sense to have

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15:36

Retirement Healthcare Costs Just Jumped Again (2025...

Phil"s Tax Hacks ·

2025/10/23

Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointmentHealth care costs are rising faster than almost every other expense in retirement, and the latest numbers prove it. Phil breaks down Fidelity’s 2025 estimate showing that a 65-year-old couple retiring today can expect to spend around $172,500 on health care alone, not including long-term care. With Medicare premiums increasing and more retirees unprepared, Phil shares

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17:49

Where Should You Invest $1 Million in Today's Market?

Phil"s Tax Hacks ·

2025/10/16

Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointmentIf you suddenly had a million dollars to invest, where would you put it, and how would you decide? That was the question put to three financial advisors in a recent Financial Advisor Magazine article. Today, Phil reacts to their strategies and adds on several important layers that are often overlooked, but could make or break your plan. Here’s some of what we discuss in

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18:50

Is It Finally Time to Buy Bonds Again?

Phil"s Tax Hacks ·

2025/10/09

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 For years, bonds were the “boring” part of a portfolio, but with higher yields, many investors are asking if bonds are finally back. In this milestone 300th episode, Phil breaks down what’s really happening in the bond market, why values fell so

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20:55

Reacting To Unfiltered Retirement Takes from YouTube

Phil"s Tax Hacks ·

2025/09/25

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 Forget polished advice. If you want the truth about retirement, read the YouTube comments. In this episode, Phil reacts to the fears, frustrations, and strategies that real people are posting online. He highlights the recurring themes that show

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15:13

The 5 Must-Do’s In Year One of Retirement

Phil"s Tax Hacks ·

2025/09/18

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 Well, you’re retired. Now what? Some people subscribe to the “first year rule,” which says that the majority of your best retirement months will take place in the first year. How can you be strategic during that time and set the tone both

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16:46

The Truth About Downsizing in Retirement

Phil"s Tax Hacks ·

2025/09/11

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 Downsizing in retirement seems like a no-brainer, but it’s not that simple. In this episode, Phil tests some of the most common beliefs about downsizing and whether they really hold up. Is moving to a smaller home always cheaper? Does it

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14:59

The Hidden Medicare Penalty You Might Be Paying

Phil"s Tax Hacks ·

2025/09/04

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 Think Medicare is free at 65? Think again. Many retirees are shocked to learn about IRMAA- the Income-Related Monthly Adjustment Amount- a hidden surcharge that can quietly add thousands of dollars a year to Medicare costs. In this episode, Phil

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19:18

How to Change Careers at 55 Without Ruining Retirement

Phil"s Tax Hacks ·

2025/08/28

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 After years in the corporate world, you’re ready for something different. Something hands-on, flexible, or more meaningful. But the big question looms: will it wreck your retirement plan? In this episode, Phil dives into the financial and

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14:10

Inflation Is Still Wrecking Retirement Confidence

Phil"s Tax Hacks ·

2025/08/21

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 Inflation may no longer dominate headlines like it did in 2022, but it’s still a top concern for many Americans planning for retirement. A recent Schwab survey shows how inflation affects confidence and preparedness for the future. In this

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311 results

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