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 169: 2023 Retirement Preparedness Checklist (1-5)

Another year is upon us and it’s a great time to ask yourself some critical questions to assess how ready you are for retirement to kick off 2023.

Since we have a lot to tackle on the checklist, we’ll run through the first five on this episode and the second five on the next show. Today’s focus will primarily be on the all-important income planning piece of the puzzle along with some of the risks you’ll face in retirement.

 

Here’s some of what you’ll learn in this episode:

  • Why most people don’t know how much money they need in retirement and why it’s critical to answer that question. (1:36)
  • Once you know how much you’ll need, do you know where you’re going to withdraw from first? (4:21)
  • Have you truly addressed the longevity risk for retirement? (7:54)
  • How to prepare your investment strategy to deal with market volatility. (9:40)

 

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 169: 2023 Retirement Preparedness Checklist (1-5)

Another year is upon us and it’s a great time to ask yourself some critical questions to assess how ready you are for retirement to kick off 2023.

Since we have a lot to tackle on the checklist, we’ll run through the first five on this episode and the second five on the next show. Today’s focus will primarily be on the all-important income planning piece of the puzzle along with some of the risks you’ll face in retirement.

 

Here’s some of what you’ll learn in this episode:

  • Why most people don’t know how much money they need in retirement and why it’s critical to answer that question. (1:36)
  • Once you know how much you’ll need, do you know where you’re going to withdraw from first? (4:21)
  • Have you truly addressed the longevity risk for retirement? (7:54)
  • How to prepare your investment strategy to deal with market volatility. (9:40)

 

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

Ep 169: 2023 Retirement Preparedness Checklist (1-5)

Another year is upon us and it’s a great time to ask yourself some critical questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re...

Listen Now

Ep 168: Back to Basics – Income Planning

It’s been said that if you don’t have an income plan, you don’t really have a retirement plan. We’ll tackle that mentality on this episode to see if it’s true and further explore why so many retirees and pre-retirees don’t understand the importance of an...

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Ep 167: SECURE Act 2.0 – Retirement Changes to Know (Part 2)

Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. Retirees and pre-retirees need to understand what this legislation means, how it might impact you, and what planning opportunities this...

Listen Now

Ep 166: SECURE Act 2.0 – RMD & Roth Changes (Part 1)

Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. Retirees and pre-retirees need to understand what this legislation means, how it might impact you, and what planning opportunities this...

Listen Now

Ep 165: Top 401(k) Mistakes to Avoid

Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. In this episode, we will...

Listen Now

Where to Find Bias in the Financial Media

It’s always prudent to stay abreast of what’s going on in the financial world but it’s also important to understand that the information you get from the media isn’t completely unbiased. We live in a day and age where drawing viewers, readers, and listeners is...

Listen Now

Ep 164: Dividend-Only Retirement Plans

Is it possible to have a “dividends only” Retirement? We found an interesting article that explores how to achieve the mythical “dividends only” retirement plan. In this episode, we discuss the article and why you may want to consider some of the cons to this...

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 169: 2023 Retirement Preparedness Checklist (1-5)

Another year is upon us and it’s a great time to ask yourself some critical questions to assess how ready you are for retirement to kick off 2023.

Since we have a lot to tackle on the checklist, we’ll run through the first five on this episode and the second five on the next show. Today’s focus will primarily be on the all-important income planning piece of the puzzle along with some of the risks you’ll face in retirement.

 

Here’s some of what you’ll learn in this episode:

  • Why most people don’t know how much money they need in retirement and why it’s critical to answer that question. (1:36)
  • Once you know how much you’ll need, do you know where you’re going to withdraw from first? (4:21)
  • Have you truly addressed the longevity risk for retirement? (7:54)
  • How to prepare your investment strategy to deal with market volatility. (9:40)

 

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

Where to Find Bias in the Financial Media

It’s always prudent to stay abreast of what’s going on in the financial world but it’s also important to understand that the information you get from the media isn’t completely...

Listen Now

Ep 164: Dividend-Only Retirement Plans

Is it possible to have a “dividends only” Retirement? We found an interesting article that explores how to achieve the mythical “dividends only” retirement plan. In this episode, we discuss...

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