Another year is upon us and it’s a great time to ask yourself some critical questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re...
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
The 5 Dangerous Mindsets That Can Sink Your Retirement
In many phases of life, our attitudes and mindsets can have a big impact on where we go and what we do. The mental side of life is as or more important than the physical side, and financial planning is no different. Having the right...
Listen NowEp 168: Back to Basics – Income Planning
It’s been said that if you don’t have an income plan, you don’t really have a retirement plan. We’ll tackle that mentality on this episode to see if it’s true and further explore why so many retirees and pre-retirees don’t understand the importance of an...
Listen NowEp 167: SECURE Act 2.0 – Retirement Changes to Know (Part 2)
Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. Retirees and pre-retirees need to understand what this legislation means, how it might impact you, and what planning opportunities this...
Listen NowEp 166: SECURE Act 2.0 – RMD & Roth Changes (Part 1)
Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. Retirees and pre-retirees need to understand what this legislation means, how it might impact you, and what planning opportunities this...
Listen NowEp 165: Top 401(k) Mistakes to Avoid
Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. In this episode, we will...
Listen NowWhere to Find Bias in the Financial Media
It’s always prudent to stay abreast of what’s going on in the financial world but it’s also important to understand that the information you get from the media isn’t completely unbiased. We live in a day and age where drawing viewers, readers, and listeners is...
Listen NowEp 164: Dividend-Only Retirement Plans
Is it possible to have a “dividends only” Retirement? We found an interesting article that explores how to achieve the mythical “dividends only” retirement plan. In this episode, we discuss the article and why you may want to consider some of the cons to this...
Listen Now
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 169: 2023 Retirement Preparedness Checklist (1-5)
Another year is upon us and it’s a great time to ask yourself some critical questions to assess how ready you are for retirement to kick off 2023. If you’re...
Listen NowThe 5 Dangerous Mindsets That Can Sink Your Retirement
In many phases of life, our attitudes and mindsets can have a big impact on where we go and what we do. The mental side of life is as or...
Listen NowEp 168: Back to Basics – Income Planning
It’s been said that if you don’t have an income plan, you don’t really have a retirement plan. We’ll tackle that mentality on this episode to see if it’s true...
Listen NowEp 167: SECURE Act 2.0 – Retirement Changes to Know (Part 2)
Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. Retirees and pre-retirees need to...
Listen NowEp 166: SECURE Act 2.0 – RMD & Roth Changes (Part 1)
Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. Retirees and pre-retirees need to...
Listen NowEp 165: Top 401(k) Mistakes to Avoid
Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore...
Listen NowWhere to Find Bias in the Financial Media
It’s always prudent to stay abreast of what’s going on in the financial world but it’s also important to understand that the information you get from the media isn’t completely...
Listen NowEp 164: Dividend-Only Retirement Plans
Is it possible to have a “dividends only” Retirement? We found an interesting article that explores how to achieve the mythical “dividends only” retirement plan. In this episode, we discuss...
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
