Phil's Tax Hacks
by Phil Putney
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On the show
From 20 epsHost
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Recent episodes
The 4% Rule vs. the 8% Rule: What's the Right Withdrawal Rate for You?
Jul 16, 2026
20m 11s
How Too Much Research Can Work Against You
Jul 2, 2026
22m 15s
3.7 Million People Watched This Retirement Video — Here's What We Think
Jun 25, 2026
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She Didn't Plan to Retire at 62. Here's How It Happened.
Jun 18, 2026
18m 40s
Beach, Budgets, and Balance: What Vacation Planning Really Looks Like in Retirement
Jun 11, 2026
19m 38s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 7/16/26 | withdrawal ratesretirement planning+3 | — | MorningstarThe Tax-Smart Retiree | — | 4% rule8% rule+5 | — | 20m 11s | ||
| 7/2/26 | financial researchmisinformation+4 | — | RedditYouTube+2 | — | financial decisionsresearch+5 | — | 22m 15s | ||
| 6/25/26 | retirement planningdownsizing+4 | — | The Tax-Smart RetireeYouTube+1 | — | retirementfinancial planning+5 | — | 18m 30s | ||
| 6/18/26 | early retirementfinancial planning+4 | Marc | Social SecurityThe Tax-Smart Retiree | — | retirementfinancial decisions+4 | — | 18m 40s | ||
| 6/11/26 | retirement planningtravel budgeting+5 | — | — | — | retirementtravel+6 | — | 19m 38s | ||
| 6/4/26 | pension choicessurvivor protection+3 | — | The Tax-Smart Retiree | — | pensionsurvivor plan+3 | — | 12m 48s | ||
| 5/28/26 | financial planningretirement readiness+3 | — | The Tax-Smart RetireeAFS Wealth Management | 2026Medicare | retirementfinancial planning+3 | — | 19m 02s | ||
| 5/21/26 | financial planningadvisor relationship+3 | — | The Tax-Smart RetireeAFS Wealth Management | YouTube | financial planninginvestment strategy+3 | — | 18m 07s | ||
| 5/14/26 | financial protectionretirement planning+4 | — | The Tax-Smart RetireeAFS Wealth Management+1 | Memorial Day | financial planningretirement+4 | — | 18m 06s | ||
| 5/7/26 | retirement planningfinancial advice+4 | — | The Tax-Smart RetireePhil's Tax Hacks | — | money managementretirement income+4 | — | 17m 46s | ||
| 4/23/26 | volunteeringretirement+3 | — | The Tax-Smart Retiree | — | volunteeringretirement+3 | — | 15m 08s | ||
| 4/16/26 | Social Securityfinancial planning+3 | — | The Tax-Smart RetireeWashington+2 | YouTube | Social Security paymentsfinancial planning+3 | — | 16m 04s | ||
| 4/9/26 | retirement planningspending in retirement+3 | — | The Tax-Smart RetireeAFS Wealth Management | YouTube | retirementfinancial planning+5 | — | 15m 03s | ||
| 4/2/26 | retirement planningvariable income+3 | — | The Tax-Smart RetireeAFS Wealth Management+1 | — | retirementincome variability+3 | — | 11m 51s | ||
| 3/26/26 | life insurancefinancial planning+4 | — | AFS Wealth ManagementThe Tax-Smart Retiree | — | life insurancefinancial planning+5 | — | 14m 32s | ||
| 3/12/26 | AI impact on labor marketfinancial planning+4 | — | IMFCNBC+3 | — | AIretirement+5 | — | 18m 09s | ||
| 3/5/26 | retirement tax mistakesrequired minimum distributions+3 | — | The Tax-Smart RetireeAFS Wealth Management+1 | — | tax mistakesretirement planning+3 | — | 16m 14s | ||
| 2/26/26 | business saleretirement planning+3 | — | The Tax-Smart RetireeAFS Wealth Management+1 | — | business saleretirement income+5 | — | 19m 23s | ||
| 2/19/26 | retirement planningfinancial decisions+5 | — | The Tax-Smart RetireeAFS Wealth Management+2 | — | retirementfinancial planning+5 | — | 20m 02s | ||
| 2/12/26 | inherited propertytax misconceptions+3 | — | The Tax-Smart RetireeAFS Wealth Management+1 | Inherited Home | inherited hometax fear+3 | — | 17m 20s |
Showing 20 of 20
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