ALWAYS HAVE THE LATEST UPDATES

PHIL'S TAX HACKS

AND OTHER RETIREMENT FACTS

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ALWAYS HAVE THE LATEST UPDATES

PHIL'S TAX HACKS

AND OTHER RETIREMENT FACTS

Apple PodcastsSpotifyYouTubeGoogle PodcastsAmazon MusicStitcherTuneIn
Ep 185: Top Money Mistakes In Retirement (Part 2)

In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we’ve distilled it down to what we believe are the top 10 mistakes to watch out for. In part two of this two-part episode, we’re going to discuss the next 5 money mistakes that Phil often sees in retirement planning.

 

Here are some of the things we’ll address in this episode:

  • 1:21 – Not having a clear retirement goal
  • 4:22 – Not accounting for inflation in your retirement budget
  • 10:50 – Failing to update your retirement plan regularly
  • 14:28 – Assuming that you won’t live a long time
  • 19:08 – Forgetting about sequence of returns risk

 

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: 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.

Ep 185: Top Money Mistakes In Retirement (Part 2)

In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we’ve distilled it down to what we believe are the top 10 mistakes to watch out for. In part two of this two-part episode, we’re going to discuss the next 5 money mistakes that Phil often sees in retirement planning.

 

Here are some of the things we’ll address in this episode:

  • 1:21 – Not having a clear retirement goal
  • 4:22 – Not accounting for inflation in your retirement budget
  • 10:50 – Failing to update your retirement plan regularly
  • 14:28 – Assuming that you won’t live a long time
  • 19:08 – Forgetting about sequence of returns risk

 

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: Phil’s Tax Hacks and Other Retirement Facts

New Shows Every Week...

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INVESTING

FINANCE

RETIREMENT

EPISODES AND BLOGS

Inflation: Retirement’s Silent Killer

As you plan for your golden years, you may be focusing on amassing a healthy nest egg to ensure a comfortable and worry-free retirement. However, one often-overlooked factor that can erode your hard-earned savings is inflation. Dubbed as the ‘silent killer’ of retirement plans, inflation...

Ep 185: Top Money Mistakes In Retirement (Part 2)

In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 10 mistakes to watch out for. In part two of this two-part episode, we’re going to...

Ep 184: Top Money Mistakes In Retirement (Part 1)

In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 10 mistakes to watch out for. In part one of this two-part episode, we’re going to...

Ep 182: Unsure, Confident or Certain – Retirement Planning Next Steps

In today’s episode, we’re going to focus on the three categories that many clients fall into when starting their retirement planning journey: The unsure, the confident, and the certain. Whether you have no idea whether you can retire or if you’re positive that you have...

Ep 181: Should You Relocate In Retirement?

Today, we'll be discussing some challenges of moving amidst the current climate, particularly for pre-retirees and retirees. We recently came across a Vanguard article that proposes a way to potentially add $100,000 to one's retirement savings by selling and relocating to a different state. Is...

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 MORE

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 MORE

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 185: Top Money Mistakes In Retirement (Part 2)

In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we’ve distilled it down to what we believe are the top 10 mistakes to watch out for. In part two of this two-part episode, we’re going to discuss the next 5 money mistakes that Phil often sees in retirement planning.

 

Here are some of the things we’ll address in this episode:

  • 1:21 – Not having a clear retirement goal
  • 4:22 – Not accounting for inflation in your retirement budget
  • 10:50 – Failing to update your retirement plan regularly
  • 14:28 – Assuming that you won’t live a long time
  • 19:08 – Forgetting about sequence of returns risk

 

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: Phil’s Tax Hacks and Other Retirement Facts

Subscribe To The Show

Apple PodcastsSpotifyYouTubeGoogle PodcastsAmazon MusicStitcherTuneIn

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

Inflation: Retirement’s Silent Killer

As you plan for your golden years, you may be focusing on amassing a healthy nest egg to ensure a comfortable and worry-free retirement. However, one often-overlooked factor that can...

Listen Now

Ep 181: Should You Relocate In Retirement?

Today, we'll be discussing some challenges of moving amidst the current climate, particularly for pre-retirees and retirees. We recently came across a Vanguard article that proposes a way to potentially...

Listen Now

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.

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 Here

MORE WAYS TO CONTACT

248.888.7530

pputney@afswealthmgt.com

22029 Farmington Rd, Farmington, MI 48336