Phil Putney

Ep 98: What Makes Phil Tick?

To get to know Phil a bit more, we ask a few questions to find out how he got to where he is today. From his influences and hobbies to what he likes most about the job, today’s podcast is all about what makes Phil tick.

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Ep 42: Traditional IRA vs. Roth IRA

Are you investing in a traditional IRA or a Roth IRA? Which one is better? What pros and cons should you be aware about? Find out on this episode.

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Ep #1: Meet Phil Putney

Phil Putney has almost 30 years of experience in the financial industry as a CPA and personal financial specialist. On this first episode of Phil’s Tax Hacks, we’ll learn more about Phil’s approach to financial and retirement planning. Get to know Phil a little better as we set the stage for the future topics and conversations to come on the podcast.

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Coming Soon – Phil’s Tax Hacks (and other retirement facts)

Just around the corner is a new podcast called Phil’s Tax Hacks (and other retirement facts) with Phil Putney of AFS Wealth Management. As a CPA and personal financial specialist Phil brings almost three decades of experience to each show to help you better prepare for retirement. Learn about creating tax-efficient financial plans and making sure you’re well-prepared for your financial future. This episode gives you a quick little preview of what’s to come.

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