Phil's Tax Hacks

Phil's Tax Hacks

Por: Phil Putney
Financial, tax and retirement planning guidance from Phil Putney. Each week Phil will talk about the keys to building a sound financial strategy that can survive throughout the ups and downs of the market. We'll have plenty of tax hacks along the way and other retirement facts!
299 episodios disponibles

Latest episodes of the podcast Phil's Tax Hacks

Mostrando página 6 de 15

Financial Tweaks That Matter: Small Steps, Big Impact (Part 2) 21/11/2023
Financial Tweaks That Matter: Small Steps, Big Impact (Part 1) 16/11/2023
How To Successfully Climb The Retirement Mountain 09/11/2023
End of Year Financial Planning For 2023 02/11/2023
Money Mistake You’ll Regret And How To Avoid Them 26/10/2023
Understanding Continuing Care Retirement Communities (CCRCS) 19/10/2023
Retirement Planning’s “Hidden” Questions 12/10/2023
Retirement Planning for High-Net-Worth Individuals 05/10/2023
The Universal Truths in Retirement Planning (Part 2) 28/09/2023
The Universal Truths in Retirement Planning (Part 1) 21/09/2023
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid 14/09/2023
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire 07/09/2023
Retirement: Ready Or Not, Here It Comes 31/08/2023
Breaking Up is Hard: Navigating the Transition to a New Financial Advisor 24/08/2023
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2) 17/08/2023
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1) 10/08/2023
Spotting Problematic Personalities of Rogue Advisors (Part 2) 03/08/2023
Spotting Problematic Personalities of Rogue Advisors (Part1) 27/07/2023
Countdown Clarity: Timing Your Retirement Preparations 20/07/2023
Mastering Retirement Cash Flow: Understanding Income 13/07/2023
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