ALWAYS HAVE THE LATEST UPDATES

PHIL'S TAX HACKS

AND OTHER RETIREMENT FACTS

Apple PodcastsSpotifyYouTubeAmazon MusicTuneIn

ALWAYS HAVE THE LATEST UPDATES

PHIL'S TAX HACKS

AND OTHER RETIREMENT FACTS

Apple PodcastsSpotifyYouTubeAmazon MusicTuneIn

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.

ABOUT THE SHOW

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

Apple PodcastsSpotifyYouTubeAmazon MusicTuneIn

INVESTING

FINANCE

RETIREMENT

EPISODES AND BLOGS

Steering Clear of Retirement Stress

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.

Is Retiring at 65 Crazy?

Is retiring at 65 crazy? One billionaire thinks so. In this episode, Phil and Marc unpack a recent Yahoo Finance article where BlackRock CEO Larry Fink challenges the conventional notion of retiring at 65 and encourages investors to consider delaying retirement.

Tax Mistakes to AVOID in 2024 (Part 2)

It’s that time of year! With tax season right around the corner, it’s the perfect time to dive into some tax tips on the podcast. Tune into this two-part series where we dive into a fidelity article titled “8 Tax Pitfalls to Avoid,” and get...

Tax Mistakes to AVOID in 2024 (Part 1)

It’s that time of year! With tax season right around the corner, it’s the perfect time to dive into some tax tips on the podcast. Tune into this two-part series where we dive into a fidelity article titled “8 Tax Pitfalls to Avoid,” and get...

Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud

Just like any other threat, learning to recognize and avoid scams has become crucial for today's retirees. Join us as we discuss essential steps you can take to protect yourself against the increasing prevalence of scams and identity theft. Phil will offer real-life stories and...

Understanding Annuities: The Good, Bad & Ugly

You’ve probably heard some mixed opinions on annuities in your lifetime. But before you get swayed one way or another, it’s important to understand what exactly an annuity is and how they work.

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.

Steering Clear of Retirement Stress

Retirement is often painted as a serene, stress-free period of life where the worries of the working world fade away. However, psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.

 

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

0:00 – Intro

1:02 – The major lifestyle changes that come with retirement

3:34 – Embracing new challenges

6:16 – Keeping your options open

9:16 – Keeping your sense of perspective

12:08 – Finding a good financial advisor

 

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 PodcastsSpotifyYouTubeAmazon MusicTuneIn

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

Steering Clear of Retirement Stress

walter

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal...

Listen Now

Is Retiring at 65 Crazy?

walter

Is retiring at 65 crazy? One billionaire thinks so. In this episode, Phil and Marc unpack a recent Yahoo Finance article where BlackRock CEO Larry Fink challenges the conventional notion...

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