Some major life events catch us by surprise, and others are more anticipated. No matter the circumstance, it’s imperative to make wise financial decisions when navigating these life changes. Let’s explore some of the things you should be thinking about to make smart financial decisions...
Listen NowPHIL'S TAX HACKS
AND OTHER RETIREMENT FACTS
ALWAYS HAVE THE LATEST UPDATES
PHIL'S TAX HACKS
AND OTHER RETIREMENT FACTS
The Phil’s Tax Hacks Podcast is the show for you if you’re seeking financial, tax and retirement planning guidance.
Each week, Phil talks about the keys to building a sound financial strategy that can survive the ups and downs of the market and alleviate the financial uncertainties in life.
Tax hacks. And other retirement facts. Keeping you well-prepared for your financial future.
The Phil’s Tax Hacks Podcast is the show for you if you’re seeking financial, tax and retirement planning guidance.
Each week, Phil talks about the keys to building a sound financial strategy that can survive the ups and downs of the market and alleviate the financial uncertainties in life.
Tax hacks. And other retirement facts. Keeping you well-prepared for your financial future.
New Shows Every Week...
SUBSCRIBE TO THE SHOW
INVESTING
FINANCE
RETIREMENT
EPISODES AND BLOGS
Why a Long Life Can Be a Planning Risk
We all want to live a long, healthy life and thanks to developments in modern medicine, Americans are living well into their 80s and 90s on a regular basis. Life expectancy has increased by nearly a decade since 1970, and there’s no reason to believe...
Listen NowEp 160: Should You Follow the 60-40 Rule?
People have used the 60-40 rule for investments for years. It typically works well enough, but is it most effective? In this episode we are going to break down the 60-40 rule and help you understand ways you can expand this concept to better diversify...
Listen NowEp 159: Is the Grass Really Greener on the Other Side?
Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side. In this episode, we will discuss some possible scenarios, like...
Listen NowEp 158: The Retirement Marathon: Finishing the Race
Getting through retirement can be a lot like running a marathon. In this episode, we will discuss some similarities between getting to the finish line in racing and retirement. A lot of people assume that training for a marathon consists of long runs every day,...
Listen NowEp 157: Common Questions About Taxes in Retirement
With tax season around the corner, we get a lot of questions about taxes. Many don’t understand that their tax strategy completely changes in retirement. In this episode, we will cover some of the key points about your taxes in retirement. By taking the time...
Listen NowIs a 401(k) Rollover Right for You?
Gone are the days where people enter the workforce and stay with the same company for 30+ years, eventually riding off into the sunset of retirement with a nice pension. Instead, employees are often moving between jobs as they explore new career paths and search...
Listen NowEp 156: What You Need to Know About Forced Retirement
Unfortunately, there are times people are forced into retirement before they are ready. Today we are going to go over what that may look like and common questions people ask when faced with this difficult situation. The first thing to know is that this isn’t...
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Meet Your Host Phil Putney
Phil has been in the financial services industry for over 20 years, both as a CPA and as an Investment Advisor. Phil has dedicated his career to helping his clients create sound financial strategies that are designed to provide confidence and peace of mind in retirement.
Phil’s mission is to help seniors and soon-to-be-retirees take control of their financial future and make the best decisions possible for them and their loved ones. As Phil is often heard saying “if you don’t have a plan, then whose plan are you following? The IRS’s? The Social Security Administration?”
Phil’s background and education as a CPA with a Masters in Taxation, his designation as a Personal Financial Specialist and Investment Advisor allow him to create comprehensive financial strategies that maximize your income, reduce your taxes, and grow your assets while reducing market volatility.
TAX HACK BLOG AND RESOURCES
Meet Your Host Phil Putney
Phil has been in the financial services industry for over 20 years, both as a CPA and as an Investment Advisor. Phil has dedicated his career to helping his clients create sound financial strategies that are designed to provide confidence and peace of mind in retirement.
Phil’s mission is to help seniors and soon-to-be-retirees take control of their financial future and make the best decisions possible for them and their loved ones. As Phil is often heard saying “if you don’t have a plan, then whose plan are you following? The IRS’s? The Social Security Administration?”
Phil’s background and education as a CPA with a Masters in Taxation, his designation as a Personal Financial Specialist and Investment Advisor allow him to create comprehensive financial strategies that maximize your income, reduce your taxes, and grow your assets while reducing market volatility.
SCHEDULE A MEETING
SCHEDULE A MEETING
We are a growing business with the ability to support more clients, and I am happy to invest an hour of time for the potential of a long-term relationship.
We can discuss your current situation, go over any potential questions, and ultimately decide if we can work together.
We are a growing business with the ability to support more clients, and I am happy to invest an hour of time for the potential of a long-term relationship.
We can discuss your current situation, go over any potential questions, and ultimately decide if we can work together.
Want to learn more about Phil Putney and AFS Wealth Management? How about getting access to useful financial articles and educational videos? Want to know what's happening in the market or upcoming events at the firm? Learn about those things and more...
LEARN MOREWant to learn more about Phil Putney and AFS Wealth Management? How about getting access to useful financial articles and educational videos? Want to know what's happening in the market or upcoming events at the firm? Learn about those things and more...
LEARN MOREPhil's Tax Hacks Podcast
With Phil Putney
The Phil’s Tax Hacks Podcast is the show for you if you’re seeking financial, tax and retirement planning guidance.
Each week, Phil talks about the keys to building a sound financial strategy that can survive the ups and downs of the market and alleviate the financial uncertainties in life.
Tax hacks. And other retirement facts. Keeping you well-prepared for your financial future.
Subscribe To The Show
Show Host: Phil Putney
Phil Putney is a Personal Financial Specialist (PFS) and a Certified Public Accountant (CPA).
Phil has been in the financial services industry for over 20 years, both as a CPA and as an Investment Advisor. Phil has dedicated his career to helping his clients create sound financial strategies that are designed to provide confidence and peace of mind in retirement.
Phil’s mission is to help seniors and soon-to-be-retirees take control of their financial future and make the best decisions possible for them and their loved ones. As Phil is often heard saying “if you don’t have a plan, then whose plan are you following? The IRS’s? The Social Security Administration?”
Phil’s background and education as a CPA with a Masters in Taxation, his designation as a Personal Financial Specialist and Investment Advisor allow him to create comprehensive financial strategies that maximize your income, reduce your taxes, and grow your assets while reducing market volatility.
Phil takes pride in providing his clients with the security & peace of mind that comes from knowing that you have a sound financial strategy that is designed to be defensive during times of market volatility and opportunistic during times of market growth. Phil and his financial strategies have been featured on FOX, PBS, WDIV, and the Wall Street Journal.
Episodes & Show Notes
Ep 161: Making Smart Decisions During Major Life Events
Some major life events catch us by surprise, and others are more anticipated. No matter the circumstance, it’s imperative to make wise financial decisions when navigating these life changes. Let’s...
Listen NowWhy a Long Life Can Be a Planning Risk
We all want to live a long, healthy life and thanks to developments in modern medicine, Americans are living well into their 80s and 90s on a regular basis. Life...
Listen NowEp 160: Should You Follow the 60-40 Rule?
People have used the 60-40 rule for investments for years. It typically works well enough, but is it most effective? In this episode we are going to break down the...
Listen NowEp 159: Is the Grass Really Greener on the Other Side?
Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is...
Listen NowEp 158: The Retirement Marathon: Finishing the Race
Getting through retirement can be a lot like running a marathon. In this episode, we will discuss some similarities between getting to the finish line in racing and retirement. A...
Listen NowEp 157: Common Questions About Taxes in Retirement
With tax season around the corner, we get a lot of questions about taxes. Many don’t understand that their tax strategy completely changes in retirement. In this episode, we will...
Listen Now
Is a 401(k) Rollover Right for You?
Gone are the days where people enter the workforce and stay with the same company for 30+ years, eventually riding off into the sunset of retirement with a nice pension....
Listen NowEp 156: What You Need to Know About Forced Retirement
Unfortunately, there are times people are forced into retirement before they are ready. Today we are going to go over what that may look like and common questions people ask...
Listen NowSchedule A Meeting
We are a growing business with the ability to support more clients, and I am happy to invest an hour of time for the potential of a long-term relationship.
We can discuss your current situation, go over any potential questions, and ultimately decide if we can work together.
Want to learn more about Phil Putney and AFS Wealth Management? How about getting access to useful financial articles and educational videos? Want to know what's happening in the market or upcoming events at the firm? Learn about those things and more...
Click HereMORE WAYS TO CONTACT
248.888.7530
pputney@afswealthmgt.com
22029 Farmington Rd, Farmington, MI 48336
