# Phil's Tax Hacks

Page: https://stenobird.com/podcast/phil-s-tax-hacks-1040028
Text version: https://stenobird.com/podcast/phil-s-tax-hacks-1040028.md
RSS feed: https://feed.podbean.com/philstaxhacks/feed.xml
Official site: https://philstaxhacks.podbean.com
Author: Phil Putney
Episodes: 299

## Resource

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!

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/phil-s-tax-hacks-1040028
Markdown: https://stenobird.com/podcast/phil-s-tax-hacks-1040028.md

## Episodes
- [She Didn't Plan to Retire at 62. Here's How It Happened.](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/she-didn-t-plan-to-retire-at-62-here-s-how-it-happened) — 2026-06-18T09:00:00+00:00
- [Beach, Budgets, and Balance: What Vacation Planning Really Looks Like in Retirement](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/beach-budgets-and-balance-what-vacation-planning-really-looks-like-in-retirement) — 2026-06-11T09:00:00+00:00
- [The Pension Choice That Can Make or Break a Survivor Plan](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/the-pension-choice-that-can-make-or-break-a-survivor-plan) — 2026-06-04T09:00:00+00:00
- [Am I Ready to Retire in 2026?](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/am-i-ready-to-retire-in-2026) — 2026-05-28T09:00:00+00:00
- [Inside a Great Financial Planning Experience](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/inside-a-great-financial-planning-experience) — 2026-05-21T09:00:00+00:00
- [Memorial Day Reminder: What Does Real Financial Protection Look Like?](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/memorial-day-reminder-what-does-real-financial-protection-look-like) — 2026-05-14T09:00:00+00:00
- [You've Managed Your Own Money Successfully - Why Would You Need an Advisor Now?](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/you-ve-managed-your-own-money-successfully-why-would-you-need-an-advisor-now) — 2026-05-07T09:00:00+00:00
- [Volunteering: The Best Investment You Might Make In Retirement](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/volunteering-the-best-investment-you-might-make-in-retirement) — 2026-04-23T09:04:00+00:00
- [A New Proposal Might Cap Your Social Security Payments](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/a-new-proposal-might-cap-your-social-security-payments) — 2026-04-16T09:00:00+00:00
- [The Surprisingly Hard Part of Retirement Nobody Warns You About](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/the-surprisingly-hard-part-of-retirement-nobody-warns-you-about) — 2026-04-09T09:00:00+00:00
- [What Happens to Your Retirement When Your Income Isn't Predictable?](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/what-happens-to-your-retirement-when-your-income-isn-t-predictable) — 2026-04-02T09:00:00+00:00
- [Life Insurance in Your 50s: Do You Have the Right Kind?](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/life-insurance-in-your-50s-do-you-have-the-right-kind) — 2026-03-26T09:00:00+00:00
- [Is AI Coming For Your Retirement?](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/is-ai-coming-for-your-retirement) — 2026-03-12T09:00:00+00:00
- [Tax Mistakes New Retirees Can’t Afford to Make](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/tax-mistakes-new-retirees-can-t-afford-to-make) — 2026-03-05T10:00:00+00:00
- [Selling Your Business for $1M: Is It Enough To Retire?](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/selling-your-business-for-1m-is-it-enough-to-retire) — 2026-02-26T10:00:00+00:00
- [Retirement Decisions Aren’t All Black & White](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/retirement-decisions-aren-t-all-black-white) — 2026-02-19T10:00:00+00:00
- [Selling an Inherited Home: The Tax Fear That Stops Families](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/selling-an-inherited-home-the-tax-fear-that-stops-families) — 2026-02-12T10:02:00+00:00
- [Popular (and Controversial) Financial Advice: Smart or Risky?](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/popular-and-controversial-financial-advice-smart-or-risky) — 2026-02-05T10:21:00+00:00
- [Shiny Object Syndrome: What Smart Investors Avoid](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/shiny-object-syndrome-what-smart-investors-avoid) — 2026-01-29T10:00:00+00:00
- [Roth or Traditional at 55: Which 401(k) Makes Sense?](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/roth-or-traditional-at-55-which-401-k-makes-sense) — 2026-01-22T10:13:00+00:00
- [Would You Trade $600 a Month to Protect Your Spouse?](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/would-you-trade-600-a-month-to-protect-your-spouse) — 2026-01-15T10:06:00+00:00
- [What’s Changing in 2026 (And Why It Matters to Your Money)](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/what-s-changing-in-2026-and-why-it-matters-to-your-money) — 2026-01-08T10:19:00+00:00
- [“Should I Retire Early to Watch My Grandkids?”](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/should-i-retire-early-to-watch-my-grandkids) — 2025-12-23T10:00:00+00:00
- [I’m 62: Should I File For Social Security Or Wait?](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/i-m-62-should-i-file-for-social-security-or-wait) — 2025-12-18T10:00:00+00:00
- [What If I Retire With “Only” $1M?](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/what-if-i-retire-with-only-1m) — 2025-12-11T10:00:00+00:00
- [How 2025 Changed Your Financial Plan: Year In Review](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/how-2025-changed-your-financial-plan-year-in-review) — 2025-12-04T10:00:00+00:00
- [5 Red Flags When Looking for a Financial Advisor](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/5-red-flags-when-looking-for-a-financial-advisor) — 2025-11-26T10:02:00+00:00
- [Love, Marriage & Money: The Second (or Third) Time Around](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/love-marriage-money-the-second-or-third-time-around) — 2025-11-20T10:04:00+00:00
- [Charitable Giving in Retirement: How to Give and Save on Taxes](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/charitable-giving-in-retirement-how-to-give-and-save-on-taxes) — 2025-11-13T10:00:00+00:00
- [Do Your Feelings Belong in Your Financial Plan?](https://stenobird.com/podcast/phil-s-tax-hacks-1040028/do-your-feelings-belong-in-your-financial-plan) — 2025-11-06T10:00:00+00:00

## Actions

Episode pages expose an explicit `request_transcript` action. A page view does not automatically enqueue transcription.