Show overview
Phil's Tax Hacks has been publishing since 2020, and across the 6 years since has built a catalogue of 317 episodes. That works out to roughly 100 hours of audio in total. Releases follow a weekly cadence.
Episodes typically run ten to twenty minutes — most land between 16 min and 21 min — and the run-time is fairly consistent across the catalogue. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Business show.
The show is actively publishing — the most recent episode landed 5 days ago, with 30 episodes already out so far this year. Published by Phil Putney.
From the publisher
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!
Latest Episodes
View all 317 episodesFinancial Documents: What to Keep and Where
Could Retire, Doesn't: The Psychology of Staying at Work
What Are Your Financial Pain Points?
The Pitfalls of Do-It-Yourself Retirement Planning
The 5 D's of Retirement Planning
The 4% Rule vs. the 8% Rule: What's the Right Withdrawal Rate for You?
How Too Much Research Can Work Against You
3.7 Million People Watched This Retirement Video — Here's What We Think
She Didn't Plan to Retire at 62. Here's How It Happened.
Beach, Budgets, and Balance: What Vacation Planning Really Looks Like in Retirement
The Pension Choice That Can Make or Break a Survivor Plan
Am I Ready to Retire in 2026?
Inside a Great Financial Planning Experience
Memorial Day Reminder: What Does Real Financial Protection Look Like?
You've Managed Your Own Money Successfully - Why Would You Need an Advisor Now?
Volunteering: The Best Investment You Might Make In Retirement
A New Proposal Might Cap Your Social Security Payments
The Surprisingly Hard Part of Retirement Nobody Warns You About
Ep 320What Happens to Your Retirement When Your Income Isn't Predictable?
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 A listener recently made a career move that looks great on paper, but it left them wondering if their retirement savings strategy could keep up. The truth is, variable income and retirement savings can absolutely coexist, but it requires more intentionality, not less. Phil shares tips on how to build discipline around irregular income, navigate plan rules, and set realistic expectations so your retirement strategy stays on track. Here’s some of what we discuss in this episode: 🔄 Career changes: Income shifts can impact retirement contribution consistency 📊Plan discipline: Rules and structure matter more with variable income ⚠️ Risk awareness: Avoid over-relying on uncertain bonuses and commissions 💰 Variable strategies: Use lump sums intentionally for retirement savings 🧭 Next steps: Build a plan that prioritizes consistency and accountability 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
Ep 319Life Insurance in Your 50s: Do You Have the Right Kind?
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 Life insurance isn’t one-size-fits-all- and for many people in their 50s, it raises more questions than answers. In this episode, Phil breaks down the key differences between term, whole, and universal life insurance, and how each fits into a broader retirement plan. More importantly, he explains how to determine if you even need coverage at this stage. Here’s some of what we discuss in this episode: 🛡️ Purpose First: Insurance should solve a specific financial problem ⏳ Term Coverage: Best for temporary, defined needs 💼 Permanent Policies: Offer cash value but come with trade-offs ⚠️ Flexibility Risk: Universal life requires active monitoring 📊 Plan Before Product: Decisions should follow a modeled plan 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