Ep 107: Tax Consequences – Pros and Cons
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 wit...
Phil's Tax Hacks
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About
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!
Ep 106: What is ”Risk Averse”?
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 tod...
Ep 105: Financial Mistakes Couples Make
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 high...
Ep 104: Can You Put Off These Financial Decisions?
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 addre...
Ep 103: What Do You Need To Know About the Recent Tax Proposal?
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 ...
Ep 102: 5 Ways to Mind the Gap
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 disc...
Ep 101: Red Flags in Your Financial Plan
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. ...
Ep 100: How Age & Wisdom Effect Retirement
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 a...
Ep 99: Breaking Down Economic News in Bits and Pieces
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 ...
Ep 98: What Makes Phil Tick?
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 m...