Are you aware that not all retirement accounts are created equal? In this episode, we'll delve into the different types of retirement accounts, including 401(k)s, IRAs, Roths, and several other examples. We’ll help you weigh the pros and cons of each and give you insights...
PHIL'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
Ep 175: Moving Your Retirement Goalpost – Is It Worth The Risk?
Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. In this episode, we're diving deep into the psychology of retirement planning and...
Ep 174: Lessons Learned from the Silicon Valley Bank Collapse
The Silicon Valley Bank situation has gotten all of the financial headlines over the past week, and rightfully so. The event immediately triggered worries that another 2008 event might happen again, but is that concern justified? In this episode, we’ll explain why this run on...
Ep 173: The Incomplete Financial Plan
Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there...
Ep 172: Top 10 Tax Questions for Retirees in 2023
Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming.
Is Having ‘Cash’ Good or Bad?
Of course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where you don’t want to have to liquidate assets.
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 176: Back to the Basics – Retirement Saving Fundamentals
Are you aware that not all retirement accounts are created equal? In this episode, we'll delve into the different types of retirement accounts, including 401(k)s, IRAs, Roths, and several other...
Listen NowEp 175: Moving Your Retirement Goalpost – Is It Worth The Risk?
Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their own retirement planning, often to...
Listen NowEp 174: Lessons Learned from the Silicon Valley Bank Collapse
The Silicon Valley Bank situation has gotten all of the financial headlines over the past week, and rightfully so. The event immediately triggered worries that another 2008 event might happen...
Listen NowEp 173: The Incomplete Financial Plan
Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. From not...
Listen NowEp 172: Top 10 Tax Questions for Retirees in 2023
Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can...
Listen NowIs Having ‘Cash’ Good or Bad?
Of course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where...
Listen NowEp 171: 5 Beneficiary Mistakes – Are You Accidentally Spoiling Your Retirement Plan?
For some people, leaving a legacy is one of the most important goals for their financial plan. Not only do they want to leave as much as possible, but they...
Listen NowEp 170: 2023 Retirement Preparedness Checklist (#6-10)
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.
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
