Menu

Search for:

Home
Subscribe
Subscribe
Episodes
Episodes
About
About
Contact
Contact

Home
Subscribe
Subscribe
Episodes
Episodes
About
About
Contact
Contact

college

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 95: Things That Don’t Matter…Until They Do

by Phil Putney

There are a lot of things that don’t feel important, until you suddenly need them. What items do you need to be thinking about now, before it’s too late? On today’s podcast, Phil talks through the four things you want to take care of sooner rather than later.

Read more and get additional financial resources here: https://philstaxhacks.com/podcast/things-that-dont-matteruntil-they-do/

What we discuss on this episode:

0:25 – What’s lake life like for Phil?

1:24 – What doesn’t matter financially?

2:55 – Legal documents are important.

6:18 – Guarding against long-term care expenses.

10:45 – Do you have life insurance?

12:26 – What are your lifetime income streams?

Search Episodes

Ep 95: Things That Don’t Matter…Until They Do

July 22, 2021

Phil Putney

Ep 94: What Retirement Are You Living For?

July 15, 2021

Phil Putney

Ep 93: 5 Things to Know About Decumulation

July 8, 2021

Phil Putney

Search Results placeholder

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.