241 episodes

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!

Phil's Tax Hacks Phil Putney

    • Business
    • 4.8 • 4 Ratings

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!

    Be Careful Who You Listen To (Getting The Right Financial Advice)

    Be Careful Who You Listen To (Getting The Right Financial Advice)

    When it comes to your financial future, who you listen to can make all the difference. In this episode, Phil shares the story of a long-time client who was swayed by a pushy insurance agent into making a potentially detrimental financial decision. Despite having a well-thought-out plan and a balanced portfolio, the client was convinced to move all their assets into annuities by an agent who played on their fears about market volatility.
     
    Here’s some of what we discuss in this episode:
    0:00 – Intro
    1:08 – Client story
    6:09 – Working with an advisor who understands your needs
    8:51 – Having a comprehensive plan
     
    For more, visit us online: http://philstaxhacks.com
    Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts

    • 14 min
    Retirement Planning “Aha” Moments

    Retirement Planning “Aha” Moments

    Have you ever experienced an "aha” moment that changed your perspective on something important? These are the moments when the light bulb goes off, and everything starts to make sense. This week on Phil’s Tax Hacks, we talk about some revelations that clients experience when working with a financial advisor.  
     
    Here’s some of what we discuss in this episode:
    0:00 – Intro
    4:29 – Some common doubts and hesitations from clients
    9:01 – The importance of trust between advisor and client
    11:13 – Starting planning early and making informed decisions
     
    For more, visit us online: http://philstaxhacks.com
    Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts

    • 18 min
    To Trust Or Not To Trust... Are They Right for You?

    To Trust Or Not To Trust... Are They Right for You?

    To trust or not to trust… that is the question we’re tackling in this week’s episode. Trusts are often surrounded by misconceptions. Many believe they are only for the wealthy or that they complicate financial planning. But what’s the truth of the matter? Should you have one?
     
    Here’s some of what we discuss in this episode:
    0:00 – Intro
    1:17 – Reasons to have a trust
    11:06 – Downsides of a trust
    15:37 – Making an informed decision
     
    For more, visit us online: http://philstaxhacks.com
    Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts

    • 19 min
    Financial Fees - Getting to the Bottom Line

    Financial Fees - Getting to the Bottom Line

    When it comes to managing your finances and planning for retirement, one of the most dreaded topics is fees. Whether you're investing in mutual funds or working with a financial advisor, fees are an inevitable part of the process. In this episode, Phil takes a deep dive into the world of financial fees, breaking down their types and explaining their impact on your investments.
     
    Here’s some of what we discuss in this episode:
    0:00 – Intro
    1:12 – Investment vehicle fees and advisor fees
    3:05 – Considering net of fees
    5:34 – Advisor fees and the value they bring
    10:08 – Considering factors beyond fees
     
    For more, visit us online: http://philstaxhacks.com
    Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts

    • 18 min
    It’s Time To Talk Crypto

    It’s Time To Talk Crypto

    Cryptocurrency has been a buzzword for over a decade, but what exactly is it? In today’s episode, Phil is here to answer your questions. Fresh from a conference focused on this digital frontier, he shares his insights on what crypto is, its underlying technology, and its potential place in your investment portfolio.
     
    Here’s some of what we discuss in this episode:
    0:00 – Intro
    1:55 – What is cryptocurrency?
    7:01 – How has cryptocurrency gained legitimacy
    10:58 – Should you own cryptocurrency?
     
    For more, visit us online: http://philstaxhacks.com
    Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts

    • 19 min
    All In One Basket? The Risks of Sector Investing

    All In One Basket? The Risks of Sector Investing

    We know you shouldn’t put all your money into a single stock. But what about putting a lot of it into a strong market sector, diversified among different companies? Would it ever make sense to do that? In today’s episode of Phil’s Tax Hacks, we’re answering that question.
     
    Here’s some of what we discuss in this episode:
    0:00 – Intro
    1:11 – The reality of sectors
    3:40 – The importance of a financial plan
    6:42 – Working with multiple advisors
     
    For more, visit us online: http://philstaxhacks.com
    Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts

    • 14 min

Customer Reviews

4.8 out of 5
4 Ratings

4 Ratings

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