{"podcast":{"title":"Phil's Tax Hacks","slug":"phil-s-tax-hacks-1040028","podcast_index_feed_id":1040028,"rss_url":"https://feed.podbean.com/philstaxhacks/feed.xml","website_url":"https://philstaxhacks.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/5162829/Phil_Putney_Logo_1400_72dpi.jpg","author":"Phil Putney","episode_count":299,"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!","last_synced_at":"2026-06-18T18:18:33.862350+00:00","page_url":"https://stenobird.com/podcast/phil-s-tax-hacks-1040028"},"episode":{"title":"Love, Marriage & Money: The Second (or Third) Time Around","slug":"love-marriage-money-the-second-or-third-time-around","published_at":"2025-11-20T10:04:00+00:00","page_url":"https://stenobird.com/podcast/phil-s-tax-hacks-1040028/love-marriage-money-the-second-or-third-time-around","show_page_url":"https://stenobird.com/podcast/phil-s-tax-hacks-1040028","url":"https://philstaxhacks.podbean.com/e/love-marriage-money-the-second-or-third-time-around/","audio_url":"https://mcdn.podbean.com/mf/web/t4b43qg875n7yr9e/306_-_PHIL_PUTNEY_-_GETTING_MARRIED_IN_50S_-_AUDIOb236d.mp3","summary":"Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV Book 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 navigating financial and emotional security in later-life marriages. Financial independence and emotional connection aren’t opposites, you can keep your accounts separate, but your retirement plan should still be built together. Here’s some of what we discuss in this episode: 💍 Combining Lives & Assets: unique financial challenges in later marriages 💵 Separate Yet Secure: how to plan for retirement with independent savings 📊 Money Management: different approaches to handling finances together 🏛️ Legacy Planning: using trusts to protect family wealth ❤️ Emotional Dynamics: maintaining trust and communication about money For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96 Get your copy of The Tax-Smart Retiree: https://www.thetaxsmartretireebook.com/welcome","meta_description":"Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV Book an appointment with…","key_points":[],"chapters":[],"topics":[],"duration_seconds":890,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/phil-s-tax-hacks-1040028/episodes/love-marriage-money-the-second-or-third-time-around/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/phil-s-tax-hacks-1040028/love-marriage-money-the-second-or-third-time-around.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}