retirement planning

Ep 78: March Madness and Retirement Planning

March Madness is back! Have you filled out your brackets yet before the tournament starts? To have a little basketball-inspired fun today, we talk about the parallels between financial planning and March Madness.

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Ep 76: Reasons to Never Assume in Retirement

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

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Ep 68: Retirement Statistics That Might Surprise You

Retirement planning will be different for every person, but it’s interesting to look at the averages to get a general guide on where you stand. Today we’ll share some retirement statistics that will give you a good idea of how the average American prepares for retirement and where the shortcomings might be.

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Ep 67: Which Retirement Lifestyle Is Right For You?

As we finish off the year, we’re all dreaming about a lifestyle that looks a bit different than this one. What are your retirement lifestyle goals?

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Ep 51: Simple Mistakes That Could Ruin Retirement

Many of the things you read or watch about finance will talk about the things you need to do to grow your portfolio. It’s not too often that you hear about the ways your retirement gets put in jeopardy, but it’s important to be aware of these mistakes. Today we’ll list five different errors people make that could ruin retirement so that you can make sure to do the opposite.  

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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 37: Best Intentions But Bad Advice?

As you try to make the best decisions, you may get a lot of bad advice–even from people with good intentions. How do you know who to listen to? Whose advice is bad and whose is good? We’ll look at four common people we turn to and explain why you should be careful. 

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Ep 36: Financial Truths You Can Depend On

What financial truths can you depend on to always be true? While some financial statements may be more opinion than fact, these financial truths are ones you’ll want to hang on to.

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Ep 32: Preparing for the Stages Leading Up to Retirement

Depending on how far away you are from retirement, you may have a different thing to focus on with your retirement plan. What should you be doing right now and how has the current market volatility impacted that?

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Ep #12: Preparing for Retirement During Your Final Decade of Work

Being as prepared as possible before you reach retirement will ensure you’re able to enjoy the next chapter of your life to the fullest. To do that, you need to get your numbers in order, understand what you want out of retirement, and make sure you have healthcare covered. Let’s go through each of these items you need to take care of during your final years of work.

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Ep #3: How Planning Your Summer Vacation Is Like Planning Your Retirement

If you’re heading out on a road trip this summer, there’s a long list of things you’ll want to remember when planning for your vacation. In retirement planning, some of those exact same items also need to be addressed. Let’s look at some of the items that should appear on both your road trip checklist and your retirement planning checklist.

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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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