Podcast

Phil's Tax Hacks

Author: Phil Putney
Feed episode count: 299
Official site: https://philstaxhacks.podbean.com
RSS: https://feed.podbean.com/philstaxhacks/feed.xml
JSON: /v1/public/podcasts/phil-s-tax-hacks-1040028
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Summary

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!

Episodes

Jun 18, 2026 · not_requested

She Didn't Plan to Retire at 62. Here's How It Happened.

Duration seconds: 1120
Source: https://philstaxhacks.podbean.com/e/she-didnt-plan-to-retire-at-62-heres-how-it-happened/

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Jun 11, 2026 · not_requested

Beach, Budgets, and Balance: What Vacation Planning Really Looks Like in Retirement

Duration seconds: 1178
Source: https://philstaxhacks.podbean.com/e/beach-budgets-and-balance-what-vacation-planning-really-looks-like-in-retirement/

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Jun 4, 2026 · not_requested

The Pension Choice That Can Make or Break a Survivor Plan

Duration seconds: 768
Source: https://philstaxhacks.podbean.com/e/the-pension-choice-that-can-make-or-break-a-survivor-plan/

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May 28, 2026 · not_requested

Am I Ready to Retire in 2026?

Duration seconds: 1142
Source: https://philstaxhacks.podbean.com/e/am-i-ready-to-retire-in-2026/

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May 21, 2026 · not_requested

Inside a Great Financial Planning Experience

Duration seconds: 1087
Source: https://philstaxhacks.podbean.com/e/inside-a-great-financial-planning-experience/

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May 14, 2026 · not_requested

Memorial Day Reminder: What Does Real Financial Protection Look Like?

Duration seconds: 1086
Source: https://philstaxhacks.podbean.com/e/memorial-day-reminder-what-does-real-financial-protection-look-like/

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May 7, 2026 · not_requested

You've Managed Your Own Money Successfully - Why Would You Need an Advisor Now?

Duration seconds: 1066
Source: https://philstaxhacks.podbean.com/e/youve-managed-your-own-money-successfully-why-would-you-need-an-advisor-now/

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Apr 23, 2026 · not_requested

Volunteering: The Best Investment You Might Make In Retirement

Duration seconds: 908
Source: https://philstaxhacks.podbean.com/e/volunteering-the-best-investment-you-might-make-in-retirement/

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Apr 16, 2026 · not_requested

A New Proposal Might Cap Your Social Security Payments

Duration seconds: 964
Source: https://philstaxhacks.podbean.com/e/a-new-proposal-might-cap-your-social-security-payments/

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Apr 9, 2026 · not_requested

The Surprisingly Hard Part of Retirement Nobody Warns You About

Duration seconds: 903
Source: https://philstaxhacks.podbean.com/e/the-surprisingly-hard-part-of-retirement-nobody-warns-you-about/

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Apr 2, 2026 · not_requested

What Happens to Your Retirement When Your Income Isn't Predictable?

Duration seconds: 711
Source: https://philstaxhacks.podbean.com/e/what-happens-to-your-retirement-when-your-income-isnt-predictable/

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Mar 26, 2026 · not_requested

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

Duration seconds: 872
Source: https://philstaxhacks.podbean.com/e/life-insurance-in-your-50s-do-you-have-the-right-kind/

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Mar 12, 2026 · not_requested

Is AI Coming For Your Retirement?

Duration seconds: 1089
Source: https://philstaxhacks.podbean.com/e/is-ai-coming-for-your-retirement/

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Mar 5, 2026 · not_requested

Tax Mistakes New Retirees Can’t Afford to Make

Duration seconds: 974
Source: https://philstaxhacks.podbean.com/e/tax-mistakes-new-retirees-can-t-afford-to-make/

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Feb 26, 2026 · not_requested

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

Duration seconds: 1163
Source: https://philstaxhacks.podbean.com/e/when-your-business-is-the-retirement-plan/

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Feb 19, 2026 · not_requested

Retirement Decisions Aren’t All Black & White

Duration seconds: 1202
Source: https://philstaxhacks.podbean.com/e/retirement-decisions-aren-t-all-black-white/

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Feb 12, 2026 · not_requested

Selling an Inherited Home: The Tax Fear That Stops Families

Duration seconds: 1040
Source: https://philstaxhacks.podbean.com/e/selling-an-inherited-home-the-tax-fear-that-stops-families/

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Feb 5, 2026 · not_requested

Popular (and Controversial) Financial Advice: Smart or Risky?

Duration seconds: 1261
Source: https://philstaxhacks.podbean.com/e/popular-and-controversial-financial-advice-smart-or-risky/

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Jan 29, 2026 · not_requested

Shiny Object Syndrome: What Smart Investors Avoid

Duration seconds: 918
Source: https://philstaxhacks.podbean.com/e/shiny-object-syndrome-what-smart-investors-avoid/

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Jan 22, 2026 · not_requested

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

Duration seconds: 914
Source: https://philstaxhacks.podbean.com/e/roth-or-traditional-at-55-which-401k-makes-sense/

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Jan 15, 2026 · not_requested

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

Duration seconds: 909
Source: https://philstaxhacks.podbean.com/e/would-you-trade-600-a-month-to-protect-your-spouse/

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Jan 8, 2026 · not_requested

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

Duration seconds: 1029
Source: https://philstaxhacks.podbean.com/e/what-s-changing-in-2026-and-why-it-matters-to-your-money/

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Dec 23, 2025 · not_requested

“Should I Retire Early to Watch My Grandkids?”

Duration seconds: 1000
Source: https://philstaxhacks.podbean.com/e/should-i-retire-early-to-watch-my-grandkids/

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Dec 18, 2025 · not_requested

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

Duration seconds: 814
Source: https://philstaxhacks.podbean.com/e/i-m-62-should-i-file-for-social-security-or-wait/

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Dec 11, 2025 · not_requested

What If I Retire With “Only” $1M?

Duration seconds: 967
Source: https://philstaxhacks.podbean.com/e/what-if-i-retire-with-only-1m/

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Dec 4, 2025 · not_requested

How 2025 Changed Your Financial Plan: Year In Review

Duration seconds: 1181
Source: https://philstaxhacks.podbean.com/e/how-2025-changed-your-financial-plan-year-in-review/

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Nov 26, 2025 · not_requested

5 Red Flags When Looking for a Financial Advisor

Duration seconds: 934
Source: https://philstaxhacks.podbean.com/e/5-red-flags-when-looking-for-a-financial-advisor/

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Nov 20, 2025 · not_requested

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

Duration seconds: 890
Source: https://philstaxhacks.podbean.com/e/love-marriage-money-the-second-or-third-time-around/

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Nov 13, 2025 · not_requested

Charitable Giving in Retirement: How to Give and Save on Taxes

Duration seconds: 881
Source: https://philstaxhacks.podbean.com/e/charitable-giving-in-retirement-how-to-give-and-save-on-taxes/

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Nov 6, 2025 · not_requested

Do Your Feelings Belong in Your Financial Plan?

Duration seconds: 1141
Source: https://philstaxhacks.podbean.com/e/do-your-feelings-belong-in-your-financial-plan/

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