We are breaking down some retirement statistics on today’s episode. Are these numbers encouraging or discouraging?
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...
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INVESTING
FINANCE
RETIREMENT
EPISODES AND BLOGS
Ep 135: The Secret to Retirement Success
So, what really is the secret to retirement success? While it may be harsh, the reality is we are often our own worst enemy when it comes to planning. On today’s episode, we are going to discuss how we, as investors, can get out of...
Listen NowEp 134: Countdown to Retirement
As you count down the days to retirement there are some important things, you’ll want to cross off your to-do list. On today’s episode, we’re going to breakdown some of the things you’ll want to get done before this next chapter of life.
Listen NowEp 133: Can I Retire at 55?
It’s a question more and more people are asking, especially as the workplace continues to change following the pandemic. But are you in a position to step away from a consistent paycheck at age 55? Phil will provide a great look at the reality of...
Listen NowBusting the Biggest Social Security Myths
You shouldn’t buy into everything you hear when it comes to Social Security. Believe it or not, there’s quite a bit of misinformation floating around about the future of the program and what you need to know when claiming the benefit.
Listen NowEp 132: Reasons You SHOULD Get Life Insurance
The idea of a podcast on life insurance might not sound like the most exciting topic, but we’re going to put a positive spin on it today and tell you why you should get it. Or at the least, consider adding it to your portfolio....
Listen NowEp 131: The Most Important Retirement Birthdays
Birthdays might not be as exciting as they once were, but they are still important. On today’s episode, we are going to break down some retirement birthday milestones you need to be aware of when planning for the future.
Listen NowEp 130: Common Housing Questions from Retirees
Let’s talk about the house today! We are going to explore some common retiree questions we get about housing. Should you downsize? Should you use equity as an emergency fund? Find out on today's show.
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 136: Are These Retirement Statistics Encouraging or Discouraging?
We are breaking down some retirement statistics on today’s episode. Are these numbers encouraging or discouraging?
Listen NowEp 135: The Secret to Retirement Success
So, what really is the secret to retirement success? While it may be harsh, the reality is we are often our own worst enemy when it comes to planning. On...
Listen NowEp 134: Countdown to Retirement
As you count down the days to retirement there are some important things, you’ll want to cross off your to-do list. On today’s episode, we’re going to breakdown some of...
Listen Now
Ep 133: Can I Retire at 55?
It’s a question more and more people are asking, especially as the workplace continues to change following the pandemic. But are you in a position to step away from a...
Listen Now
Busting the Biggest Social Security Myths
You shouldn’t buy into everything you hear when it comes to Social Security. Believe it or not, there’s quite a bit of misinformation floating around about the future of the...
Listen Now
Ep 132: Reasons You SHOULD Get Life Insurance
The idea of a podcast on life insurance might not sound like the most exciting topic, but we’re going to put a positive spin on it today and tell you...
Listen Now
Ep 131: The Most Important Retirement Birthdays
Birthdays might not be as exciting as they once were, but they are still important. On today’s episode, we are going to break down some retirement birthday milestones you need...
Listen NowEp 130: Common Housing Questions from Retirees
Let’s talk about the house today! We are going to explore some common retiree questions we get about housing. Should you downsize? Should you use equity as an emergency fund?...
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
