Phil's Tax Hacks
By Phil Putney
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Category: Investing
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Episodes: 230
Description
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!
| Episode | Date |
|---|---|
|
Steering Clear of Retirement Stress
|
Apr 18, 2024 |
|
Is Retiring at 65 Crazy?
|
Apr 11, 2024 |
|
Tax Mistakes to AVOID in 2024 (Part 2)
|
Apr 04, 2024 |
|
Tax Mistakes to AVOID in 2024 (Part 1)
|
Mar 28, 2024 |
|
Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud
|
Mar 21, 2024 |
|
Understanding Annuities: The Good, Bad & Ugly
|
Mar 14, 2024 |
|
The Retiree Dilemma: To Sell Or To Rent?
|
Mar 07, 2024 |
|
Retirement Planning Fear, Procrastination, and Indecision
|
Feb 29, 2024 |
|
Retirement Planning Is Harder Than It Used To Be (Part 2)
|
Feb 22, 2024 |
|
Retirement Planning Is Harder Than It Used To Be (Part 1)
|
Feb 15, 2024 |
|
Mailbag: Adjusting to Retirement, Company Stock & More
|
Feb 08, 2024 |
|
Will The Economy Boom Or Bust In 2024?
|
Feb 01, 2024 |
|
Are Your Good Money Habits Holding You Back? (Part 2)
|
Jan 25, 2024 |
|
Are Your Good Money Habits Holding You Back? (Part 1)
|
Jan 18, 2024 |
|
The U.S. Retirement System On The Global Stage
|
Jan 11, 2024 |
|
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
|
Jan 04, 2024 |
|
Santa’s Naughty or Nice Investment Guide
|
Dec 21, 2023 |
|
Questions You Must Ask Your Financial Advisor
|
Dec 14, 2023 |
|
Strategic Planning for Retiree Healthcare
|
Dec 07, 2023 |
|
Patience Pays: The Power of Delayed Gratification
|
Nov 30, 2023 |
|
Financial Tweaks That Matter: Small Steps, Big Impact (Part 2)
|
Nov 21, 2023 |
|
Financial Tweaks That Matter: Small Steps, Big Impact (Part 1)
|
Nov 16, 2023 |
|
How To Successfully Climb The Retirement Mountain
|
Nov 09, 2023 |
|
End of Year Financial Planning For 2023
|
Nov 02, 2023 |
|
Money Mistake You’ll Regret And How To Avoid Them
|
Oct 26, 2023 |
|
Understanding Continuing Care Retirement Communities (CCRCS)
|
Oct 19, 2023 |
|
Retirement Planning’s “Hidden” Questions
|
Oct 12, 2023 |
|
Retirement Planning for High-Net-Worth Individuals
|
Oct 05, 2023 |
|
The Universal Truths in Retirement Planning (Part 2)
|
Sep 28, 2023 |
|
The Universal Truths in Retirement Planning (Part 1)
|
Sep 21, 2023 |
|
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
|
Sep 14, 2023 |
|
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
|
Sep 07, 2023 |
|
Retirement: Ready Or Not, Here It Comes
|
Aug 31, 2023 |
|
Breaking Up is Hard: Navigating the Transition to a New Financial Advisor
|
Aug 24, 2023 |
|
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)
|
Aug 17, 2023 |
|
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1)
|
Aug 10, 2023 |
|
Spotting Problematic Personalities of Rogue Advisors (Part 2)
|
Aug 03, 2023 |
|
Spotting Problematic Personalities of Rogue Advisors (Part1)
|
Jul 27, 2023 |
|
Countdown Clarity: Timing Your Retirement Preparations
|
Jul 20, 2023 |
|
Mastering Retirement Cash Flow: Understanding Income
|
Jul 13, 2023 |
|
Bad Money Habits Could Spoil Your Retirement Party
|
Jun 29, 2023 |
|
Counterintuitive Advice: Why You Should NOT Invest In A 401(k)
|
Jun 22, 2023 |
|
Mastering Retirement Cash Flow: Understanding Changing Expenses (Part 2)
|
Jun 15, 2023 |
|
Mastering Retirement Cash Flow: Understanding Changing Expenses (Part 1)
|
Jun 08, 2023 |
|
Ep 185: Top Money Mistakes In Retirement (Part 2)
|
Jun 01, 2023 |
|
Ep 184: Top Money Mistakes In Retirement (Part 1)
|
May 25, 2023 |
|
Ep 183: Key Finance Decisions During Major Life Events Like Marriage, Divorce, Job Loss & More
|
May 18, 2023 |
|
Ep 182: Unsure, Confident or Certain: Retirement Planning Next Steps
|
May 11, 2023 |
|
Ep 181: Should You Relocate In Retirement?
|
May 04, 2023 |
|
Ep 180: Crash Course: The Psychology of Investing in the Wake of Historic Market Crashes
|
Apr 27, 2023 |
|
Ep 179: A Comprehensive Dismantling Of 2023’s Top Social Security Myths (Part 2)
|
Apr 20, 2023 |
|
Ep 178: A Comprehensive Dismantling Of 2023’s Top Social Security Myths (Part 1)
|
Apr 13, 2023 |
|
Ep 177: Fore Your Retirement: What Golf Teaches Us About Financial Planning
|
Apr 06, 2023 |
|
Ep 176: Back to the Basics - Retirement Saving Fundamentals
|
Mar 30, 2023 |
|
Ep 175: Moving Your Retirement Goalpost - Is It Worth The Risk?
|
Mar 23, 2023 |
|
Ep 174: Lessons Learned from the Silicon Valley Bank Collapse
|
Mar 16, 2023 |
|
Ep 173: The Incomplete Financial Plan
|
Mar 09, 2023 |
|
Ep 172: Top 10 Tax Questions for Retirees in 2023
|
Mar 02, 2023 |
|
Ep 171: 5 Beneficiary Mistakes - Are You Accidentally Spoiling Your Retirement Plan?
|
Feb 16, 2023 |
|
Ep 170: 2023 Retirement Preparedness Checklist (#6-10)
|
Feb 09, 2023 |
|
Ep 169: 2023 Retirement Preparedness Checklist (#1-5)
|
Feb 02, 2023 |
|
Ep 168: Back to Basics - Income Planning
|
Jan 26, 2023 |
|
Ep 167: SECURE Act 2.0 – Retirement Changes to Know (Part 2)
|
Jan 19, 2023 |
|
Ep 166: SECURE Act 2.0 - RMD & Roth Changes (Part 1)
|
Jan 12, 2023 |
|
Ep 165: Top 401(k) Mistakes to Avoid
|
Jan 05, 2023 |
|
Ep 164: Dividend-Only Retirement Plans
|
Dec 21, 2022 |
|
Ep 163: The Market Outlook for 2023
|
Dec 15, 2022 |
|
Ep 162: Will it Take a Miracle to Retire?
|
Dec 08, 2022 |
|
Ep 161: Making Smart Decisions During Major Life Events
|
Dec 01, 2022 |
|
Ep 160: Should You Follow the 60-40 Rule?
|
Nov 22, 2022 |
|
Ep 159: Is the Grass Really Greener on the Other Side?
|
Nov 17, 2022 |
|
Ep 158: The Retirement Marathon: Finishing the Race
|
Nov 10, 2022 |
|
Ep 157: Common Questions About Taxes in Retirement
|
Nov 03, 2022 |
|
Ep 156: What You Need to Know About Forced Retirement
|
Oct 27, 2022 |
|
Ep 155: Are Health Savings Accounts ‘Super Roths’?
|
Oct 20, 2022 |
|
Ep 154: The ABC’s of Bonds
|
Oct 13, 2022 |
|
Ep 153: Fine Print Fiasco
|
Oct 06, 2022 |
|
Ep 152: Can’t Get No Satisfaction… Or Can You?
|
Sep 29, 2022 |
|
Ep 151: How Money Ads Get Your Attention
|
Sep 22, 2022 |
|
Ep 150: Getting Your Financial Decisions Right the First Time
|
Sep 15, 2022 |
|
Ep 149: How Procrastination Dooms Your Financial Future
|
Sep 08, 2022 |
|
Ep 148: Going Against the Grain
|
Aug 25, 2022 |
|
Ep 147: A Deep Dive Into RMDs (Part 2)
|
Aug 18, 2022 |
|
Ep 146: A Deep Dive Into RMDs (Part 1)
|
Aug 11, 2022 |
|
Ep 145: A Tough Conversation – Retirement and Divorce
|
Aug 04, 2022 |
|
Ep 144: Retirement Pop Quiz – Can You Get an A+?
|
Jul 28, 2022 |
|
Ep 143: Mailbag - Rates of Return, TSP Investments, and More
|
Jul 21, 2022 |
|
Ep 142: Surviving a Bear Market - What Do the Experts Say?
|
Jul 14, 2022 |
|
Ep 141: The Enhance Your Retirement Now Act
|
Jul 07, 2022 |
|
Ep 140: Investor Beware: Advisor Red Flags
|
Jun 23, 2022 |
|
Ep 139: Are You a Risk Taker? Evaluating Your Risk Tolerance Level
|
Jun 16, 2022 |
|
Ep 138: Top 10 Financial Debates - Part 2
|
Jun 09, 2022 |
|
Ep 137: Top 10 Financial Debates – Part 1
|
Jun 02, 2022 |
|
Ep 136: Are These Retirement Statistics Encouraging or Discouraging?
|
May 26, 2022 |
|
Ep 135: The Secret to Retirement Success
|
May 19, 2022 |
|
Ep 134: Countdown to Retirement
|
May 12, 2022 |
|
Ep 133: Can I Retire at 55?
|
May 05, 2022 |
|
Ep 132: Reasons You SHOULD Get Life Insurance
|
Apr 28, 2022 |
|
Ep 131: The Most Important Retirement Birthdays
|
Apr 21, 2022 |
|
Ep 130: Common Housing Questions from Retirees
|
Apr 14, 2022 |
|
Ep 129: Financial Jargon: Designations and Education
|
Apr 07, 2022 |
|
Ep 128: Financial Jargon: Terms & Definitions
|
Mar 31, 2022 |
|
Ep 127: Recognizing the Voice of Greed
|
Mar 24, 2022 |
|
Ep 126: Guessing in Retirement Planning
|
Mar 17, 2022 |
|
Ep 125: Murky Issues in Retirement
|
Mar 10, 2022 |
|
Ep 124: State of the Market and Current Inflation
|
Mar 03, 2022 |
|
Ep 123: What is the Most Important Part of Retirement Planning?
|
Feb 24, 2022 |
|
Ep 122: Values-Based Planning
|
Feb 17, 2022 |
|
Ep 121: Planning for the Things We Can’t Predict
|
Feb 10, 2022 |
|
Ep 120: How Much Are Your Money Biases Costing You?
|
Feb 03, 2022 |
|
Ep 119: How Do Kids Factor into Retirement Planning?
|
Jan 27, 2022 |
|
Ep 118: Don’t Fumble in the Retirement Red Zone
|
Jan 20, 2022 |
|
Ep 117: What They’re Saying - 2022 Economic Predictions
|
Jan 13, 2022 |
|
Ep 116: How “The Great Resignation” Could Impact You
|
Jan 06, 2022 |
|
Ep 115: 22 Money Resolutions for 2022 Part 2
|
Dec 21, 2021 |
|
Ep 114: 22 Money Resolutions for 2022 Part 1
|
Dec 14, 2021 |
|
Ep 113: Mailbag – Retiring Early, Risk, and More
|
Dec 09, 2021 |
|
Ep 112: Retirement Late Bloomers
|
Dec 02, 2021 |
|
Ep 111: Dropping the Ball Financially
|
Nov 18, 2021 |
|
Ep 110: 4 Unreasonable Requests
|
Nov 11, 2021 |
|
Ep 109: Living the Dream
|
Nov 04, 2021 |
|
Ep 108: Overconfidence in Financial Planning
|
Oct 28, 2021 |
|
Ep 107: Tax Consequences – Pros and Cons
|
Oct 21, 2021 |
|
Ep 106: What is ”Risk Averse”?
|
Oct 14, 2021 |
|
Ep 105: Financial Mistakes Couples Make
|
Oct 07, 2021 |
|
Ep 104: Can You Put Off These Financial Decisions?
|
Sep 30, 2021 |
|
Ep 103: What Do You Need To Know About the Recent Tax Proposal?
|
Sep 23, 2021 |
|
Ep 102: 5 Ways to Mind the Gap
|
Sep 16, 2021 |
|
Ep 101: Red Flags in Your Financial Plan
|
Sep 09, 2021 |
|
Ep 100: How Age & Wisdom Effect Retirement
|
Sep 02, 2021 |
|
Ep 99: Breaking Down Economic News in Bits and Pieces
|
Aug 26, 2021 |
|
Ep 98: What Makes Phil Tick?
|
Aug 19, 2021 |
|
Ep 97: Why You Need Retirement Customization
|
Aug 12, 2021 |
|
Ep 96: The SECURE Act 2.0
|
Aug 05, 2021 |
|
Ep 95: Things That Don’t Matter…Until They Do
|
Jul 22, 2021 |
|
Ep 94: What Retirement Are You Living For?
|
Jul 15, 2021 |
|
Ep 93: 5 Things to Know About Decumulation
|
Jul 08, 2021 |
|
Ep 92: What is Your Spending Personality?
|
Jul 01, 2021 |
|
Ep 91: Planning Through Uncommon Sense
|
Jun 24, 2021 |
|
Ep 90: Not Your Father’s Retirement
|
Jun 17, 2021 |
|
Ep 89: The Three Worlds of Money
|
Jun 10, 2021 |
|
Ep 88: 5 Words That Describe Retirement
|
Jun 03, 2021 |
|
Ep 87: Playing the ‘What if?’ Financial Game
|
May 27, 2021 |
|
Ep 86: Do Retirees Really Need Life Insurance?
|
May 20, 2021 |
|
Ep 85: Financial Planning in President Biden's America
|
May 13, 2021 |
|
Ep 84: Frequently Asked Questions About Bonds
|
May 06, 2021 |
|
Ep 83: Financial Fact or Fiction?
|
Apr 22, 2021 |
|
Ep 82: How Long Would A Million Bucks Last in Retirement?
|
Apr 15, 2021 |
|
Ep 81: What Can We Learn From Will Rogers?
|
Apr 08, 2021 |
|
Ep 80: Are You Flirtin’ with Financial Disaster?
|
Apr 01, 2021 |
|
Ep 79: When Crisis Meets Opportunity
|
Mar 25, 2021 |
|
Ep 78: March Madness and Retirement Planning
|
Mar 18, 2021 |
|
Ep 77: Status of the American Pension
|
Mar 11, 2021 |
|
Ep 76: Reasons to Never Assume in Retirement
|
Mar 04, 2021 |
|
Ep 75: Saving for Retirement as a Business Owner
|
Feb 25, 2021 |
|
Ep 74: Getting More Involved in Retirement Planning
|
Feb 18, 2021 |
|
Ep 73: Top Tax Tips for Filing in 2021
|
Feb 11, 2021 |
|
Ep 72: The GameStop Stock Story
|
Feb 04, 2021 |
|
Ep 71: Good News, Bad News in Financial Planning
|
Jan 28, 2021 |
|
Ep 70: Know Thyself: How Looking Inward Can Lead To Major Financial Impacts
|
Jan 21, 2021 |
|
Ep 69: The Three Qualities of Money
|
Jan 14, 2021 |
|
Ep 68: Retirement Statistics That Might Surprise You
|
Jan 07, 2021 |
|
Ep 67: Which Retirement Lifestyle Is Right For You?
|
Dec 17, 2020 |
|
Ep 66: End-of-Year Financial Planning
|
Dec 11, 2020 |
|
Ep 65: What to Know About Biden’s Tax Proposals
|
Dec 03, 2020 |
|
Ep 64: Finding the Right Advisor
|
Nov 25, 2020 |
|
Ep 63: Don’t Assume the Customer Is Always Right
|
Nov 19, 2020 |
|
Ep 62: Is Diversification Just For Suckers?
|
Nov 12, 2020 |
|
Ep 61: Would You Pass This Retirement Preparedness Quiz?
|
Nov 05, 2020 |
|
Ep 60: Answering Your 401(k) FAQs
|
Oct 29, 2020 |
|
Ep 59: Mailbag: Should I Move My Investments To Cash Right Now?
|
Oct 22, 2020 |
|
Ep 58: Reframing the Social Security Conversation
|
Oct 15, 2020 |
|
Ep 57: Retirement Ready...or Not?
|
Oct 08, 2020 |
|
Ep 56: Financial Stuff You Should Know
|
Oct 01, 2020 |
|
Ep 55: Hindsight is 20/20 in Financial Planning
|
Sep 24, 2020 |
|
Ep 54: Do You Need a Trust?
|
Sep 17, 2020 |
|
Ep 53: This One is On The House
|
Sep 10, 2020 |
|
Ep 52: Are These Financial Rules Legit?
|
Sep 03, 2020 |
|
Ep 51: Simple Mistakes That Could Ruin Retirement
|
Aug 27, 2020 |
|
Ep 50: The Financial Risks to Living Longer
|
Aug 20, 2020 |
|
Ep 49: Building Your Financial House
|
Aug 13, 2020 |
|
Ep 48: Financial Planning Following the Loss of a Spouse
|
Aug 06, 2020 |
|
Ep 47: Classic Pre-Retiree Mistakes to Avoid
|
Jul 23, 2020 |
|
Ep 46: Survival Guide - Preparing for the Next Market Crash
|
Jul 16, 2020 |
|
Ep 45: Investing Like a Genius
|
Jul 09, 2020 |
|
Ep 44: Do You Say One Thing Then Do Another?
|
Jul 02, 2020 |
|
Ep 43: 4 Financial Pre-Retirement Milestones
|
Jun 25, 2020 |
|
Ep 42: Traditional IRA vs. Roth IRA
|
Jun 18, 2020 |
|
Ep 41: Should You Follow Dave Ramsey’s Advice?
|
Jun 11, 2020 |
|
Ep 40: Critical Retirement Planning Mistakes
|
Jun 04, 2020 |
|
Ep 39: Financial Terms You Should Know During A Pandemic
|
May 21, 2020 |
|
Ep 38: Playing the Financial Crossword Puzzle
|
May 14, 2020 |
|
Ep 37: Best Intentions But Bad Advice?
|
May 07, 2020 |
|
Ep 36: Financial Truths You Can Depend On
|
Apr 23, 2020 |
|
Ep 35: Should You Take Money Out of Retirement Accounts While It's Penalty-Free?
|
Apr 16, 2020 |
|
Ep 34: How to Avoid Getting Lost in the Financial World
|
Apr 09, 2020 |
|
Ep 33: Coronavirus Update - CARES Act and Taxes
|
Apr 02, 2020 |
|
Ep 32: Preparing for the Stages Leading Up to Retirement
|
Mar 26, 2020 |
|
Ep 31: Coronavirus Market Update
|
Mar 19, 2020 |
|
Ep 30: What’s Your Desire To Retire?
|
Mar 12, 2020 |
|
Ep 29: Considering Your Emotions When Making Financial Decisions
|
Mar 05, 2020 |
|
Ep 28: How To Set Realistic Financial & Retirement Goals
|
Feb 27, 2020 |
|
Ep 27: Understanding the Pros & Cons of Roth Conversions
|
Feb 20, 2020 |
|
Ep 26: Traits Your Advisor Should Have
|
Feb 13, 2020 |
|
Ep 25: Will Retirement Age Continue to Rise?
|
Feb 06, 2020 |
|
Ep 24: Managing Cash & Debt in Retirement
|
Jan 23, 2020 |
|
Ep 23: Beware of Bias in Financial Media
|
Jan 16, 2020 |
|
Ep 22: Are These Excuses Keeping Your From Retirement?
|
Jan 09, 2020 |
|
Ep 21: The Ins and Outs of Mutual Funds
|
Dec 19, 2019 |
|
Ep 20: 5 Biggest Social Security Misunderstandings
|
Dec 12, 2019 |
|
Ep 19: Are You Making These Critical Estate Planning Errors?
|
Dec 05, 2019 |
|
Ep 18: Finding Silver Linings in Unfortunate Financial Situations
|
Nov 26, 2019 |
|
Ep 17: 5 Ways We Sabotage Our Own Retirement
|
Nov 21, 2019 |
|
Ep 16: How To Have Those Awkward Financial Conversations
|
Nov 14, 2019 |
|
Ep 15: Retirement Constants That Will Affect Everyone
|
Nov 07, 2019 |
|
Ep #14: How to Live a Retirement Without Regret
|
Oct 24, 2019 |
|
Ep #13: The Variables That Shape Your Retirement Plan
|
Oct 17, 2019 |
|
Ep #12: Preparing for Retirement During Your Final Decade of Work
|
Oct 10, 2019 |
|
Ep #11: What Can We Learn About Retirement from Flying?
|
Oct 03, 2019 |
|
Ep #10: Busting the Myths When It Comes To Your Retirement Plan
|
Sep 26, 2019 |
|
Ep #9: Excuses We Make for Sticking With the Wrong Financial Advisor
|
Sep 19, 2019 |
|
Ep #8: Financial Planning With a Sense of Urgency
|
Sep 12, 2019 |
|
Ep #7: Are You Prepared in Case These Retirement Portfolio Disasters Strikes?
|
Sep 05, 2019 |
|
Ep #6: Is “Fake News” Impacting Your Finances?
|
Aug 15, 2019 |
|
Ep #5: What Classic Proverbs Can Teach You About Money
|
Aug 01, 2019 |
|
Ep #4: Tips for Making Tough Financial Decisions
|
Jul 18, 2019 |
|
Ep #3: How Planning Your Summer Vacation Is Like Planning Your Retirement
|
Jul 03, 2019 |
|
Ep #2: Facing The Realities Of Retirement
|
Jun 20, 2019 |
|
Ep #1: Meet Phil Putney
|
Jun 11, 2019 |
|
Coming Soon - Phil's Tax Hacks (and other retirement facts)
|
May 28, 2019 |