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Phil's Tax Hacks
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Manage series 2510975
コンテンツは Phil Putney によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Phil Putney またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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!
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268 つのエピソード
すべての項目を再生済み/未再生としてマークする
Manage series 2510975
コンテンツは Phil Putney によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Phil Putney またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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!
…
continue reading
268 つのエピソード
すべてのエピソード
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Phil's Tax Hacks
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1 Do Smart Investors Really Need a Financial Advisor? 15:00
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If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question we’ve heard from a number of different people. So, is working with an advisor just an extra expense, or could it actually add real value? In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own. Here’s what we discuss in this episode: 0:00 – Intro 2:15 – What is a financial advisor? 3:51 – More than investing 7:40 – DIY blindspots 12:05 – Value of an advisor For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…
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Phil's Tax Hacks
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1 What Do Proposed Tariffs Mean For Your Portfolio? 15:17
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With the recent political landscape, tariffs have become a hot topic, often surrounded by confusion and misinformation. How do you sit through the noise to find out how this might impact you? In this episode, Phil breaks down what tariffs are and how they can affect your investment portfolio as you near retirement. Here’s what we discuss in this episode: 0:00 – Intro 1:42 – What is a tariff? 2:48 – Will costs rise? 7:02 – Has this happened before? 9:20 – Impact on economy 10:40 – Effect on the market For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…
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Phil's Tax Hacks
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1 Is Tech Overweighted? Understanding The Current Market Landscape 17:14
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This week on Phil’s Tax Hacks, Phil and Marc dive into the current state of the stock market with a particular focus on the tech sector. They discuss the growing concerns around tech companies being overweighted in the S&P 500, and how recent news, including competition from a Chinese AI company, is shaking up the market. Phil highlights key issues like price-to-earnings ratios, the potential risks of tech-heavy investments, and the challenges this new AI could bring to companies like Nvidia. We’ll also touch on the Federal Reserve's stance on interest rates and the impact of ongoing tariffs. Here’s some of what we discuss in this episode: 0:00 – Intro 1:25 – Tech sector performance 5:00 – Price-to-earnings ratio and market valuation 8:43 – Comparison to past market bubbles 13:21 – Fed policy and interest rates For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…
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Phil's Tax Hacks
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1 The New Retirement: Why Many Are Choosing Work Over Leisure 16:02
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A recent article on Fortune highlights a growing trend among baby boomers: continuing to work well into their 60s and 70s. Surprisingly, this is not out of necessity, but for the mental stimulation, social connections, and fulfillment that work provides. With nearly 20% of Americans over 65 still employed, this shift is challenging traditional views of retirement and sparking important conversations about what it means to truly retire. Here’s some of what we discuss in this episode: 0:00 – Intro 2:20 – Loneliness and loss of purpose 4:53 – The impact of working in retirement on financial plans 8:09 – Generational differences toward work and retirement 11:21 – Technology and remote work in retirement 12:44 – Takeaways The article that inspired this week’s show: https://fortune.com/article/the-new-retirement-is-no-retirement-baby-boomers-are-keeping-jobs-well-into-their-sixties-and-seventies-because-they-like-going-to-work/ For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…
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Phil's Tax Hacks
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1 How Will Trump’s Executive Orders Reshape the Economic Landscape 23:53
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President Donald Trump wasted little time taking action once he returned to office, and people are wondering how these long list of Executive orders will reshape the economic and financial landscape. Join CPA and financial specialist Phil Putney as he breaks down the implications of these changes on inflation, energy costs, tariffs, and more. Here’s some of what we discuss in this episode: 0:00 – Intro 2:07 – Addressing inflation & cost of living 3:43 – Energy 5:53 – Trade and Tariffs 9:42 – EV mandate 14:05 – DOGE 15:37 – Stock market 20:26 – Technology For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…
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Phil's Tax Hacks
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1 Social Security Claiming Tips + New Legislation 22:50
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Staying informed about Social Security changes is crucial for maximizing your benefits, and recent legislation will change benefits for a significant number of Americans. Today we’re going to bring you up to speed on the Social Security Fairness Act and explain how this legislation will be retroactive to 2024, potentially offering a financial windfall for affected retirees. Here’s some of what we discuss in this episode: 0:00 – Intro 0:48 – The Social Security Fairness Act 5:42 – Claiming strategies 10:22 – Strategies for dual-income households 14:03 – Previous marriages 18:31 – SSDI and SSI For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…
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Phil's Tax Hacks
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1 Retirement Spending Strategies That Could Change Your Life! 17:04
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It’s the beginning of a new year – a time when many of us make resolutions to improve our lives. But how often do we resolve to improve the way we feel about our finances? In the latest episode, Phil explores the crucial transition from saving to confidently spending your hard-earned funds. Here’s what we discuss in this episode: 0:00 – Intro 1:51 – Spending with confidence 8:41 – Spending guardrails 12:02 – Tips for those who are afraid to spend For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://www.youtube.com/channel/UCGS8K5-iPEy6b7fu4pLNLtA…
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1 Are Future Retirement Worries Harming Your Mental Health TODAY? 19:14
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Are future retirement worries causing you mental health issues today? That's happening to a lot of folks right now. There's so much stress going on out there that we certainly panic about some of these things and maybe sometimes it’s justifiable. So let's talk about the mental health challenges tied to future retirement worries and the ways we can hopefully avoid them. Here’s what we discuss in this episode: 0:00 – Intro 1:10 – Diving into the stats 4:59 – Charitable giving 9:13 – Fear of never being able to fully retire 12:01 – Average 401k contribution 14:12 – Target date funds 16:12 – Mental health For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://www.youtube.com/channel/UCGS8K5-iPEy6b7fu4pLNLtA…
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Phil's Tax Hacks
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1 How Should You Invest Money That You’ll Need in 3 Years? 14:57
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One of the most difficult scenarios for investing is what to do with money you know you’re going to need within a few years for a large expense. You don’t want that money to be stagnant during that time but you also can’t afford to take on much risk either. Today we’re going to talk about strategic planning for short-term needs and explore the best ways to invest money you’ll need in the next three years. Here’s some of what we discuss in this episode: 0:00 – Intro 1:35 – Larger planned expenses 3:05 – Things to think about 5:55 – What tools are out there? 8:10 – Strategizing for expenses you know are coming but aren’t sure when 10:24 – Final thoughts For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts…
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Phil's Tax Hacks
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1 What Financial Advisors With Every Investor Knew (Part 3) 21:13
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We’ve finally reached the final part of our three-part series on what financial advisors wish every investor knew. Phil will discuss four more big things that will make planning for retirement with their advisor even smoother. Here’s some of what we discuss in this episode: 0:00 – Intro 1:25 – Know what you are paying 4:22 – Understanding that there will be some risk involved 8:03 – The risks that come with the internet 14:52 – The big name doesn’t necessarily mean the best fit For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts…
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Phil's Tax Hacks
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1 What Financial Advisors With Every Investor Knew (Part 2) 19:57
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Today is part two on the things financial advisors wish investors knew. These are the things that can set you up for success in retirement but most people don’t have a great grasp on. Here’s some of what we discuss in this episode: 0:00 – Intro 2:10 – Financial decisions are emotional 6:03 – The true significance of diversification 9:17 – Having an advisor is for everyone 13:48 – The importance of updates and reviews 16:53 – Work with the right person for the right time For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts…
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Phil's Tax Hacks
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1 Tariffs, Tax Cuts & Immigration: Financial Forecasting For 2025 21:53
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This week, Phil and Marc dive into the potential financial impacts of tariffs, tax cuts, and immigration policies following the 2024 election. While early speculation should be taken with caution, they’ll discuss what could be in store for 2025. With changes in policy possibly affecting everything from taxes to housing, the duo breaks down what these shifts could mean for your financial future. Throughout this conversation, Phil stresses the importance of sticking to your financial plan until the dust settles. As we move forward, it’s crucial to stay focused, maintain your long-term strategy, and be patient as we navigate this evolving landscape. Here’s some of what we discuss in this episode: 0:00 – Intro 2:00 – A Tax Cuts and Jobs Act extension? 5:51 – Corporate tax rate and Social Security tax proposals 8:12 – Tariffs and their economic impact 13:33 – Immigration and it’s economic implications 17:17 – Having a long-term vision Helpful resources for this conversation: https://time.com/7095898/donald-trump-economy-plan-2024/ https://www.npr.org/2024/11/06/nx-s1-5181327/trump-election-economy-tariffs-deportations https://wellsfargo.bluematrix.com/links2/html/5fd93977-359f-4bff-8db1-42935f3e8f45 Get our Tax-Smart Retiree book: https://www.thetaxsmartretireebook.com/welcome For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts…
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Phil's Tax Hacks
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1 What Financial Advisors Wish Every Investor Knew (Part 1) 16:37
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Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? This week, we kick off a three-part series on the things we wish people knew about investing and planning. Here’s some of what we discuss in this episode: 0:00 – Intro 1:48 – Setting realistic financial goals 6:37 – Long-term vs short-term planning 8:26 – One-size-fits-all approach 10:55 – More than investing Get our Tax-Smart Retiree book: https://www.thetaxsmartretireebook.com/welcome For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts…
Dividend investing has long been a staple in retirement planning, providing a predictable income stream for many retirees. However, the landscape is shifting. The concept of incidental income, which relies on the rebalancing of a portfolio and the cash flows it generates, is gaining attention. This week we want to tackle the question: Is dividend investing dead? A recent article came out explaining that in today’s economy, it’s possible that dividends may not be the ideal way to invest so we want to explore that idea. Here’s some of what we discuss in this episode: 0:00 – Intro 1:20 – Incidental income 4:14 – Tax implications 7:38 – More active management 10:40 – Corporate taxes Read the article referenced in this episode: https://seekingalpha.com/article/4723299-incidental-income-makes-dividend-investing-unnecessary-in-retirement For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts…
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Phil's Tax Hacks
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1 How Raising the Social Security Retirement Age Could Impact You 14:20
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Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. There’s plenty of speculation about what might change to improve the solvency of the program, and one simple fix would be to change the retirement age. On this episode, we dive into the recently released proposal to raise the full retirement age from 67 to 69 and what it means for your benefits, your future, and your financial security. Read the report from the Congressional Budget Office: https://www.cbo.gov/publication/60516 Here’s some of what we discuss in this episode: 0:00 – Intro 1:56 – Phil’s opening thoughts 3:30 – Who could be impacted 5:19 – How benefits could change 10:18 – Funding your own retirement to stay on the safe side 11:54 – Don’t panic! For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts…
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