Phil'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.

Ep 102: 5 Ways to Mind the Gap

There may be a few gaps that we might not notice when we are working on our retirement plan. So, to better prepare you for the future, we will be discussing some of the gaps you need to keep an eye out for and how you can address them. 


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What we discuss on this episode: 

0:32 – What inspired today’s podcast?

1:25 – What’s the paycheck gap?

3:35 – What challenges would you face when retiring early?

8:22 – The inflation gap is apparent right now.

10:22 – What’s the long-term care gap?

13:15 – How do you cover the widow gap?

Ep 102: 5 Ways to Mind the Gap
Ep 101: Red Flags in Your Financial Plan
Ep 100: How Age & Wisdom Effect Retirement
Ep 99: Breaking Down Economic News in Bits and Pieces
Ep 98: What Makes Phil Tick?

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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 102: 5 Ways to Mind the Gap

There may be a few gaps that we might not notice when we are working on our retirement plan. So, to better prepare you for the future, we will be...

Listen Now

Ep 98: What Makes Phil Tick?

To get to know Phil a bit more, we ask a few questions to find out how he got to where he is today. From his influences and hobbies to...

Listen Now

Ep 96: The SECURE Act 2.0

The SECURE Act was passed in 2019, but is now facing possible amendments being added for the SECURE Act 2.0. On today’s episode of the podcast, we talk through these...

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We can discuss your current situation, go over any potential questions, and ultimately decide if we can work together.

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