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
Retirement Planning Fear, Procrastination, and Indecision

Navigating financial decisions, especially as retirement approaches, can be a challenging terrain for many investors. Whether it’s the anxiety around making the right choices or grappling with an overload of information, it can be tempting to push off important retirement planning conversations. It’s a familiar scenario – putting things off to “next week,” only to find that “next week” turns into a long period of indecision.

 

Here’s some of what we discuss in this episode:

1:31 – Struggling with paralysis analysis

2:58 – Procrastinating

4:40 – Information overload

7:32 – Is there a better option for you?

8:59 – Phil’s new book, “The Retirement Trifecta”

 

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.

Retirement Planning Fear, Procrastination, and Indecision

Navigating financial decisions, especially as retirement approaches, can be a challenging terrain for many investors. Whether it’s the anxiety around making the right choices or grappling with an overload of information, it can be tempting to push off important retirement planning conversations. It’s a familiar scenario – putting things off to “next week,” only to find that “next week” turns into a long period of indecision.

 

Here’s some of what we discuss in this episode:

1:31 – Struggling with paralysis analysis

2:58 – Procrastinating

4:40 – Information overload

7:32 – Is there a better option for you?

8:59 – Phil’s new book, “The Retirement Trifecta”

 

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

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

 

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INVESTING

FINANCE

RETIREMENT

EPISODES AND BLOGS

4 Things March Madness and Retirement Planning Have in Common

The month of March has become synonymous with college basketball and the drama of the NCAA Tournament. Millions tune in every year to watch the buzzer-beaters and upsets with the hope that their bracket can withstand the craziness.

Retirement Planning Fear, Procrastination, and Indecision

Navigating financial decisions, especially as retirement approaches, can be a challenging terrain for many investors. Whether it's the anxiety around making the right choices or grappling with an overload of information, it can be tempting to push off important retirement planning conversations. It's a familiar...

Retirement Planning Is Harder Than It Used To Be (Part 2)

Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing...

Retirement Planning Is Harder Than It Used To Be (Part 1)

Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing...

Mailbag: Adjusting to Retirement, Company Stock & More

In today’s show, we’re going to answer some email questions from listeners just like you. These questions cover a range of topics from investing to retirement planning, and Phil is here to provide some expert insights.

6 Things to Do As You Count Down the Days to Retirement

Retirement marks a significant milestone in life. It's a time when decades of hard work and dedication finally culminate into a period of relaxation and freedom. The transition isn’t always automatic and proper planning is crucial to ensure you enjoy your retirement years to the...

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.

Retirement Planning Fear, Procrastination, and Indecision

Navigating financial decisions, especially as retirement approaches, can be a challenging terrain for many investors. Whether it’s the anxiety around making the right choices or grappling with an overload of information, it can be tempting to push off important retirement planning conversations. It’s a familiar scenario – putting things off to “next week,” only to find that “next week” turns into a long period of indecision.

 

Here’s some of what we discuss in this episode:

1:31 – Struggling with paralysis analysis

2:58 – Procrastinating

4:40 – Information overload

7:32 – Is there a better option for you?

8:59 – Phil’s new book, “The Retirement Trifecta”

 

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

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...

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MORE WAYS TO CONTACT

248.888.7530

pputney@afswealthmgt.com

22029 Farmington Rd, Farmington, MI 48336