ALWAYS HAVE THE LATEST UPDATES

PHIL'S TAX HACKS

AND OTHER RETIREMENT FACTS

Apple PodcastsSpotifyYouTubeGoogle PodcastsAmazon MusicStitcherTuneIn

ALWAYS HAVE THE LATEST UPDATES

PHIL'S TAX HACKS

AND OTHER RETIREMENT FACTS

Apple PodcastsSpotifyYouTubeGoogle PodcastsAmazon MusicStitcherTuneIn
Ep 140: Investor Beware: Advisor Red Flags

With the volatility in the market many of us are looking to start working with an advisor. What should we keep an eye out for when shopping around for an advisor? What red flags do we need to be aware of?

 

Watch the video podcast: https://www.youtube.com/channel/UCGS8K5-iPEy6b7fu4pLNLtA

 

Key points: 

2:09 – Spotting red flags

2:44 – Works with everyone

6:25 – Good news and certainty

10:35 – Too much jargon

15:02 – More talking than listening

 

Read more and get additional financial resources here: http://philstaxhacks.com 

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 140: Investor Beware: Advisor Red Flags

With the volatility in the market many of us are looking to start working with an advisor. What should we keep an eye out for when shopping around for an advisor? What red flags do we need to be aware of?

 

Watch the video podcast: https://www.youtube.com/channel/UCGS8K5-iPEy6b7fu4pLNLtA

 

Key points: 

2:09 – Spotting red flags

2:44 – Works with everyone

6:25 – Good news and certainty

10:35 – Too much jargon

15:02 – More talking than listening

 

Read more and get additional financial resources here: http://philstaxhacks.com 

New Shows Every Week...

SUBSCRIBE TO THE SHOW

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INVESTING

FINANCE

RETIREMENT

EPISODES AND BLOGS

Finding the Right Financial Advisor

The common hesitation keeping people from beginning that relationship with an advisor is figuring out who to work with. It can be a challenge picking the right advisor because of the various designations, the different types of specialties, and worry that a person might just...

Listen Now

Ep 140: Investor Beware: Advisor Red Flags

With the volatility in the market many of us are looking to start working with an advisor. What should we keep an eye out for when shopping around for an advisor? What red flags do we need to be aware of?

Listen Now

Ep 137: Top 10 Financial Debates – Part 1

Should you pay the house off before retirement? Do you need to keep your life insurance once retired? Do annuities deserve their bad reputation? On today’s episode, we’ll breakdown some famous financial debates and how each side approaches these topics. Who do you agree with?

Listen Now

Understanding the Three Worlds of Money

A major hurdle to getting started with saving and investing is trying to figure out exactly where to begin. With so much information and so many products available, trying to narrow things down can feel a bit overwhelming.

Listen Now

Ep 135: The Secret to Retirement Success

So, what really is the secret to retirement success? While it may be harsh, the reality is we are often our own worst enemy when it comes to planning. On today’s episode, we are going to discuss how we, as investors, can get out of...

Listen Now

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 140: Investor Beware: Advisor Red Flags

With the volatility in the market many of us are looking to start working with an advisor. What should we keep an eye out for when shopping around for an advisor? What red flags do we need to be aware of?

 

Watch the video podcast: https://www.youtube.com/channel/UCGS8K5-iPEy6b7fu4pLNLtA

 

Key points: 

2:09 – Spotting red flags

2:44 – Works with everyone

6:25 – Good news and certainty

10:35 – Too much jargon

15:02 – More talking than listening

 

Read more and get additional financial resources here: http://philstaxhacks.com 

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

Finding the Right Financial Advisor

The common hesitation keeping people from beginning that relationship with an advisor is figuring out who to work with. It can be a challenge picking the right advisor because of...

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