tax strategy

Ep 62: Is Diversification Just For Suckers?

Is your portfolio diversified? Should it be? What does true diversification look like? We’ll tell you on this episode.

Read More

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.

Read More