Phil's Tax Hacks podcast

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1:18:10

Riddles, troikas, and food references abound! After a forbidden scroll is removed from the Arcane Library from the city of Eltin, a ragtag group of adventurers is dispatched to track it down. Join our party on their mysterious adventure, as Melony Melons tries to make friends, Agent Peaches searches for his next big story, Fromage passes some hot cheese samples to anyone who will listen, and Metzger Abbatoir tries to convince everyone he isn’t his father’s son. Starring: Nathan Zimmerer - Melony Melons Kyle Kane - Agent Peaches Shea Ingram - Metzger Abbatoir AKA Bouchet Chris Arr - Fromage Josh Greenway - The Dungeon Newbie Based on the Unraveled one-shot from Roll & Play Press https://rollandplaypress.com Edited by Josh Greenway Sound Effects provided by Pixabay.com Music Josh Greenway & Mark Canning Clavier Clavier ⁠https://pixabay.com/users/clavier-music-16027823⁠ Kellepics ⁠⁠Https://pixabay.com/users/kellepics-4893063…

Phil's Tax Hacks

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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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Phil's Tax Hacks

updated 3 дні тому

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284 епізодів

#Trading #Business #Business News #Phil Putney #News #Retirement Planning

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Phil's Tax Hacks

1
Planning for Retirement When You’ll Never Have an Empty Nest 17:52

3 дні тому17:52

17:52

For many parents, retirement planning includes the idea of an empty nest. But what if that’s never going to be your reality? Today, Phil answers a viewer question about how to plan for retirement while continuing to care for an adult child on the autism spectrum. It’s a question more families are facing, and in this episode, we’re walking through the financial and emotional factors that come with a “forever caregiving” retirement. From budgets to housing needs, your retirement roadmap may look entirely different, but it can still be achievable with the right strategies. Here’s some of what we discuss in this episode: 🏡 Why downsizing may not be an option in this kind of retirement 📋 What to consider when building a caregiving budget ⚖️ The role of government benefits like SSDI, SSI, and DAC 📜 Special needs trusts: when and how they fit in 💡 Creative strategies to protect care, assets, and dignity For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…

Phil's Tax Hacks

1
Big Changes - The 4% Rule Gets a Makeover 16:14

10 днів тому16:14

16:14

The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%. So, does that mean your retirement paycheck just got a raise, or is this just another headline that oversimplifies a complex decision? In a world of volatile markets, tax surprises, and rising longevity, the idea that one percentage could work for everyone isn’t always the best default approach. Here’s some of what we discuss in this episode: 🔍 What the original 4% rule really was and why it went viral ❓The “new number” everyone’s talking about 💰 The critical difference between gross and net withdrawal needs ⏳ How timing, market swings, and income sources impact sustainability 📊 Why planning beats rules of thumb, especially in volatile times For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…

Phil's Tax Hacks

1
Let’s Talk Target-Date Funds: Pros and Cons 11:48

17 днів тому11:48

11:48

Target-date funds seem like the ultimate “set it and forget it” retirement strategy, but are they really as simple and safe as advertised? In today's episode, Phil unpacks these popular, automatic investment options that now hold over $4 trillion in assets. If you’re like many people, your 401k automatically funnels your money into these funds based on your retirement date. Convenient? Definitely. Optimal? Maybe not. Here’s some of what we discuss in this episode: 🎯 How target-date funds became the default 401k option ⚖️ How they automatically rebalance, but not always in your favor 📉 Why your funds might be more aggressive than you think 🧐 When a “set it and forget it” approach could cost you 💡 Why target-date funds might not fit your complete financial picture For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…

Phil's Tax Hacks

1
Key Things For Parents & Grandparents To Teach A New Graduate 20:42

24 дні тому20:42

20:42

Graduation season is an exciting milestone, not just for the grads, but for parents and grandparents who have supported them along the way. Today, Phil wants to share practical ways you can help your graduate make smart financial decisions early, along with actions that could have a lasting impact on their future. Here’s some of what we discuss in this episode: 📊 The tools that make budgeting easier 📈 How Roth IRAs offer lifelong tax benefits 🔧 Debt management without shame or fear 💰 Why early saving beats bigger saving later For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…

Phil's Tax Hacks

1
5 Ways Wishful Thinking Can Damage Your Retirement 17:52

4 weeks тому17:52

17:52

A little hope is good for the soul, but when it comes to retirement planning, wishful thinking can lead to serious financial mistakes. Today, Phil is walking through five common examples of wishful thinking that can quietly damage your retirement and how you can build a plan that protects your future instead of relying on luck. Here’s some of what we discuss in this episode: 💸 The hidden cost of "I'll spend less in retirement" 🕰️ The risk of assuming you’ll work forever 🍀 Why “I’ll just get lucky in the market” is a losing bet 🛑 The danger of assuming your kids will take care of you For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…

Phil's Tax Hacks

1
A Market Strategy for Type A Investors: Why Doing Less Might Be Your Best Move 18:46

5 weeks тому18:46

18:46

Today Phil’s talking about Type A personalities. If you’re driven, competitive, and goal-oriented then you’re part of the club that often struggles during difficult markets. When things get tough, your instinct is to work harder, push more, and fix the problem. But in investing, that instinct can sometimes backfire. In this episode, Phil unpacks the tension between action and restraint when markets get choppy. He explores why high achievers often feel anxious during downturns, even when their long-term plans are sound. Here’s some of what we discuss in this episode: 🧠 Why Type A investors struggle with staying still 💥 The hidden risks Type A personalities often overlook 🔍 How over-managing can backfire in volatile markets 🤝 Why the right advisor should match your mindset For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…

Phil's Tax Hacks

1
Why The Psychology of Money Says Your Emotions Matter More Than Math 17:49

6 weeks тому17:49

17:49

Today Phil’s kicking off his new Financial Book Club with The Psychology of Money by Morgan Housel. This book isn’t just about money strategies. It’s about why we make the choices we make, even when they don’t seem to make sense. You might find that your mindset is a bigger advantage than any investment tip. If you’ve ever wondered why it’s so hard to stick to the “smart” plan, this conversation might hit closer to home than you expect. In this episode, Phil explores four powerful ideas from the book, starting with the bold claim that no one is crazy when it comes to money. Here’s some of what we discuss in this episode: 💭 Why your money story begins in childhood 🏠 The emotional math behind paying off your house 😬 “Never enough” syndrome in retirement planning 📉 Planning for market volatility and life’s curveballs 🚧 Why your retirement roadmap needs flexibility The Psychology of Money by Morgan Housel: https://shorturl.at/bjzCl For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…

Phil's Tax Hacks

1
Can Real Estate Boost Your Retirement Plan? 23:17

8 weeks тому23:17

23:17

Can real estate actually boost your retirement plan? Is renting a property a reliable source of income, or just added stress? The short answer: it depends. In this episode, Phil breaks down the many ways real estate can support- or complicate- your retirement strategy. From rental properties and house flipping to reverse mortgages, REITs, and home equity lines of credit (HELOCs), this episode covers the most common approaches people consider and the mistakes they don’t always see coming. Here’s some of what we discuss in this episode: 📉 Rental property pros, cons, and tenant trouble 🔁 What to know about 1031 exchanges 🏦 HELOCs as an emergency tool 📊 REITs: real estate investing without the property headaches For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…

Phil's Tax Hacks

1
Turn Your Savings Into a Real Retirement Plan 18:23

9 weeks тому18:23

18:23

You’ve worked hard, saved diligently, and now you’ve got a solid 401(k) and a few other accounts... but now what? In this episode, Phil answers a common question submitted by one our listener’s: How do I turn my savings into a real retirement plan? We’ll walk through how to shift from accumulation to distribution, and explains how to organize your financial "stuff," take inventory, and define what retirement will look like for you. Here’s some of what we discuss in this episode: 🗂️ Why a financial inventory is the first step 🛠️ How to use your savings as tools—not the plan itself 📆 When to start serious retirement planning (hint: it’s not the year you retire) 💵 Why income—not your total savings—is the number to watch For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…

Phil's Tax Hacks

1
Is 2025 a Bad Time to Retire? 17:37

10 weeks тому17:37

17:37

Thinking about retiring in 2025? You're not alone, but the timing might feel a little... complicated. With stock market swings, whispers of a recession, economic uncertainty, federal layoffs, and tariffs making headlines, it's no wonder many are feeling uneasy. But what if you had 2025 circled on the calendar long before all this? Is it still a smart time to step away, or could it be the worst possible moment? Here’s some of what we discuss in this episode: 🔄 Market dips, rebounds, and what they really mean for retirees 📊 Why your 401(k) settings from 20 years ago might need a fresh look 🛑 The risk of panic-selling and how to avoid it 💼 The value of advisor conversations in times of uncertainty For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…

Phil's Tax Hacks

1
Stop Sacrificing Your Future For Your Adult Kids 16:15

11 weeks тому16:15

16:15

How much support is too much when it comes to helping your adult children financially? A growing number of retirees are facing the dilemma of supporting adult kids at the expense of their own retirement goals. Let’s talk about how to prioritize your finances and why keeping your kids on the payroll could erode away everything you’ve worked for. Here’s some of what we discuss in this episode: 👨‍👧‍👦 Supporting adult kids? It might be more than you realize 📉 Unplanned help can quietly erode your retirement savings 💸 “Little things” like phone bills and insurance can add up fast 📊 Build financial support into your retirement plan on purpose 💬 Open conversations with your kids—and your advisor—are essential Check out the Fortune article: https://fortune.com/2025/03/26/millennial-gen-z-adult-children-parents-monthly-payments-retirement/ For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…

Phil's Tax Hacks

1
Caring for an Aging Parent: Financially Smart or Emotionally Costly? 19:50

12 weeks тому19:50

19:50

Caring for aging parents is something many of us will face—but few are fully prepared for the financial, emotional, and logistical challenges that come with it. In this episode, we will tackle this common scenario for Baby Boomers and discuss what happens when you're part of the “sandwich generation”—caring for both kids and aging parents. Our question today comes from someone whose 93-year-old mom has fallen twice in the past month, and he’s weighing two options: bring her to live with him or pay for in-home care out of his own pocket. Which choice makes the most sense, both financially and for his family’s well-being? Here’s some of what we discuss in this episode: 🏡 In-Home vs. Facility Care – What’s cheaper, safer, and more sustainable? 💸 Tax Implications & Medicaid – What you need to know before paying expenses 📉 The Retirement Impact – How caregiving can affect your financial future ⚠️ Asset Transfer Risks – Why giving away the house can backfire without a plan For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…

Phil's Tax Hacks

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The HSA Secret: Can You Really Build a Tax-Free Retirement Fund? 15:39

13 weeks тому15:39

15:39

Are HSAs one of the best tax-advantaged accounts out there? Can you really stockpile a massive balance and use it tax-free in retirement? This is what a listener wants to know so we’ll analyze whether that’s a potential pitfall or if she’s maximizing this planning tool. Here’s some of what we discuss in this episode: 💰 HSA = A Supercharged Roth IRA? – Why it’s better than traditional retirement accounts 🧾 Save Your Receipts! – The secret to accessing tax-free funds later 📊 Investing Your HSA Funds – Should you keep it in cash or invest it? ⚠️ Avoid Common HSA Mistakes – Withdrawal rules & penalties explained 0:00 – Intro 1:19 – Today’s question 1:46 – Yes, it’s true 3:36 – Better than a Roth? 7:25 – Investing HSA contributions 10:44 – What are qualified medical expenses? 12:22 – Other considerations For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…

Phil's Tax Hacks

1
Gold Rush 2025: Should You Get In? 14:39

14 weeks тому14:39

14:39

Gold prices are surging, JPMorgan is making a massive $4 billion gold delivery, and people are wondering if they should invest in gold. Gold has long been promoted as a safe haven in times of uncertainty, but with markets shifting, inflation concerns lingering, and a possible trade war on the horizon, is now the right time to add it to your retirement portfolio? Here are some of the key topics discussed: 📈 Gold at record highs – Is it too late to invest? 💰 Physical gold vs. ETFs – Pros, cons & key differences ⚠️ FOMO investing – Why jumping in now could be risky 🔄 Gold as a hedge – Smart ways to use it in your portfolio 0:00 – Intro 1:03 – Gold on the rise 4:04 – Downsides 8:55 – Owning gold 9:56 – Portfolio diversification 12:35 – Final thoughts For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…

Phil's Tax Hacks

1
Trade War 2.0 - What Could It All Mean 22:29

15 weeks тому22:29

22:29

With so much happening domestically and abroad from a financial standpoint, this week’s show is going to look into the implications of Trade War 2.0 and its potential effects on the economy and markets. Phil will break down the latest economic data, tariff announcements, and which sectors might respond positively to the changes. Here’s what we discuss in this episode: 0:00 – Intro 1:08 – Market instability & tariffs 5:23 – Apple’s $500 Billion Investment 7:23 – Reactions to tariffs 13:11 – Tariff winners 16:46 – Gold 18:37 – Final thoughts For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…

Phil's Tax Hacks

1
Great Side Gigs for Extra Retirement Income & Fun 13:06

16 weeks тому13:06

13:06

For some people, the idea of retiring and then getting another job is detestable. For others, they can’t sit still and have to go find some other job. For the latter crowd, there are plenty of popular “side gig” jobs for retirees. This week on the podcast, Phil discusses the shifting mindset surrounding retirement. We explore the various avenues available for retirees to engage in rewarding side activities that not only provide financial benefits but also fulfill personal passions. Many individuals are not merely seeking to retire from their jobs; they are looking for ways to stay engaged and active in their communities. Here’s what we discuss in this episode: 0:00 – Intro 1:05 – Consulting 2:54 – Teaching 3:43 – Online marketplace 5:41 – Retiring to something 8:40 – What it means for planning For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…

Phil's Tax Hacks

1
Do Smart Investors Really Need a Financial Advisor? 15:00

17 weeks тому15:00

15:00

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…

Phil's Tax Hacks

1
What Do Proposed Tariffs Mean For Your Portfolio? 15:17

18 weeks тому15:17

15:17

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…

Phil's Tax Hacks

1
Is Tech Overweighted? Understanding The Current Market Landscape 17:14

20 weeks тому17:14

17:14

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…

Phil's Tax Hacks

1
The New Retirement: Why Many Are Choosing Work Over Leisure 16:02

20 weeks тому16:02

16:02

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…

Phil's Tax Hacks

1
How Will Trump’s Executive Orders Reshape the Economic Landscape 23:53

21 weeks тому23:53

23:53

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…

Phil's Tax Hacks

1
Social Security Claiming Tips + New Legislation 22:50

22 weeks тому22:50

22:50

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…

Phil's Tax Hacks

1
Retirement Spending Strategies That Could Change Your Life! 17:04

25 weeks тому17:04

17:04

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…

Phil's Tax Hacks

1
Are Future Retirement Worries Harming Your Mental Health TODAY? 19:14

26 weeks тому19:14

19:14

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…

Phil's Tax Hacks

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How Should You Invest Money That You’ll Need in 3 Years? 14:57

28 weeks тому14:57

14:57

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…

Phil's Tax Hacks

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What Financial Advisors With Every Investor Knew (Part 3) 21:13

30 weeks тому21:13

21:13

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…

Phil's Tax Hacks

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What Financial Advisors With Every Investor Knew (Part 2) 19:57

30 weeks тому19:57

19:57

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…

Phil's Tax Hacks

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Tariffs, Tax Cuts & Immigration: Financial Forecasting For 2025 21:53

31 weeks тому21:53

21:53

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…

Phil's Tax Hacks

1
What Financial Advisors Wish Every Investor Knew (Part 1) 16:37

32 weeks тому16:37

16:37

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…

Phil's Tax Hacks

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Is Dividend Investing Dead? 14:50

34 weeks тому14:50