Phil’s Tax Hacks

Phil’s Tax Hacks

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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!

Recent Episodes

  • What’s Missing from Dave Ramsey’s 9-Step Retirement Plan

    5 days ago
  • Let's Talk about the Big Beautiful Bill (BBB)

    2 weeks ago
  • Should You Gift Now or Leave a Legacy Later?

    4 weeks ago
  • Planning for Retirement When You’ll Never Have an Empty Nest

    1 month ago
  • Big Changes - The 4% Rule Gets a Makeover

    1 month ago
  • Let’s Talk Target-Date Funds: Pros and Cons

    2 months ago
  • Key Things For Parents & Grandparents To Teach A New Graduate

    2 months ago
  • 5 Ways Wishful Thinking Can Damage Your Retirement

    2 months ago
  • A Market Strategy for Type A Investors: Why Doing Less Might Be Your Best Move

    2 months ago
  • Why The Psychology of Money Says Your Emotions Matter More Than Math

    2 months ago