HeyJaredPhil's Tax Hacks
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!
- Indexed episodes, last 90 days
- 8
- Latest publication
- Sep 3, 2026
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- Earliest in this view
- Jul 16, 2026
Latest episodes
These 5 Questions Reveal A Lot About Your Financial Plan (opens the original)
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Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment Talking about money can be hard for some people, and sometimes it just takes the right question to get things rolling. Phil walks through five questions that have very little to do with dollars on the surface but can reveal a lot about what
Retiring on Accident: Ron's Story (opens the original)
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Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment Today, Phil walks through a potential retirement story- one chapter at a time. As new details come to light, he reacts in real time, just as a financial advisor would during an actual meeting. Ron is 64 and has figured out much of his retire
Financial Documents: What to Keep and Where (opens the original)
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Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment Somewhere in a drawer, a filing cabinet, or a shoebox in the closet, most of us are holding onto financial paperwork we don't actually need. And we’re probably missing a few things we do need. Today, Phil sorts out what stays, what goes, and
Could Retire, Doesn't: The Psychology of Staying at Work (opens the original)
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More people in their 60s and 70s are staying on the job than ever before, and it's not always about the money. Today, Phil digs into the real reasons retirees keep showing up to work. Working longer isn't automatically the wrong call. Sometimes it's exactly right. The real question is whether it's a choice or a fallback. That's worth figuring out before you assume the answer. Here’s some of what we discuss in this episode: 🤝 Social Connection: Work can provide relationships, routine, and identit
What Are Your Financial Pain Points? (opens the original)
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When it comes to financial planning, everybody has something that bothers them. Today, Phil’s walking through some of the most common pain points we see and the real conversations that happen around them. Nobody walks into retirement without at least one of these in the back of their mind. The good news is that most of them have real answers. And all of them are worth talking about. If any of these hit close to home, that's exactly where our conversation should start. Here’s some of what we disc
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