Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree?
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
The Universal Truths in Retirement Planning (Part 1)
Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree?
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer.
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
Are you over 55 and pondering retirement? Dive into the world of Required Minimum Distributions (RMDs) with us. In this episode, we demystify the reasons behind mandatory withdrawals from your retirement savings.
Preparing to Face the Realities of Retirement Planning Today
The reality of retirement planning is that things are always changing and each passing generation faces a new set of challenges as they prepare for their future.
Retirement: Ready Or Not, Here It Comes
Are you nearing “retirement age?” If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both financial and emotional aspects, and help you find out if you’re truly ready to retire.
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
The Universal Truths in Retirement Planning (Part 2)
Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths...
Listen NowThe Universal Truths in Retirement Planning (Part 1)
Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths...
Listen NowNavigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer.
Listen NowUnderstanding RMDs: A Guide For Retirees & The Soon-to-Retire
Are you over 55 and pondering retirement? Dive into the world of Required Minimum Distributions (RMDs) with us. In this episode, we demystify the reasons behind mandatory withdrawals from your...
Listen NowPreparing to Face the Realities of Retirement Planning Today
The reality of retirement planning is that things are always changing and each passing generation faces a new set of challenges as they prepare for their future.
Listen NowRetirement: Ready Or Not, Here It Comes
Are you nearing “retirement age?” If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both...
Listen NowBreaking Up is Hard: Navigating the Transition to a New Financial Advisor
In today's episode, we'll explore the sensitive and significant process of transitioning from one financial advisor to another. We'll cover how to recognize when your current advisor may no longer...
Listen NowTill Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)
Welcome back to part two of our discussion on resolving financial tension between couples. In this episode, we'll explore five more common areas of financial tensions: emergency fund size, charitable...
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
