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Ep 76: Reasons to Never Assume in Retirement

March 4, 2021

Are you assuming too much when it comes to your retirement plans? What common financial assumptions need to be corrected?

About The Show

The Phil’s Tax Hacks Podcast is the place to come 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.

Phone: 248.888.7530
Email: pputney@afswealthmgt.com
Address: 22029 Farmington Rd, Farmington, MI 48336

Latest Podcast Episode

Ep 106: What is ”Risk Averse”?

by Phil Putney

Everyone is different when it comes to risk tolerance. A lot of us think we are risk-averse, but we may be taking on more risk than we realize. On today’s episode, Phil is going to discuss risk aversion and how it affects our retirement plan.

Read more and get additional financial information: https://philstaxhacks.com/podcast/what-is-risk-aversion/

What we discuss today:

0:28 – Enjoying the fall

1:27 – California’s new law

2:38 – $600 IRS Report

6:00 – Being risk-averse

7:14 – Risk of inflation

9:33 – Market risk

12:00 – Why are we at risk?

14:04 – How do we address risk?

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Ep 106: What is ”Risk Averse”?

October 14, 2021

Phil Putney

Ep 105: Financial Mistakes Couples Make

October 7, 2021

Phil Putney

Ep 104: Can You Put Off These Financial Decisions?

September 30, 2021

Phil Putney

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Copyright 2021. Phil Putney. Phil's Tax Hacks Podcast. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.