Oct 29, 202622 min
Most people don't think about taxes until they're sitting down to file, and by then, most of the best opportunities are gone. The moves that actually lower your tax bill usually have to happen before December 31. Here's...
business
Phil's Tax Hacks
Hosted by Phil Putney · business · EN
About this Podcast:
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!
Pitch Analysis
Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Public web form
Booking probability
36%
Guest openness
Selective
80/100
Required Score
Sign up to generate a grounded pitch for Phil's Tax Hacks.
Signup to Generate a PitchQuestions about Phil's Tax Hacks
What is Phil's Tax Hacks about?
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!
Who hosts Phil's Tax Hacks?
Phil's Tax Hacks is hosted by Phil Putney. The show has published 299 episodes to date.
What has Phil's Tax Hacks covered recently?
Recent episodes include "Don't Wait Until April: Tax Moves Worth Making This Fall" (29 October 2026, 22 minutes), "The Truth About Common Money Decisions" (22 October 2026, 19 minutes), and "5 Financial Frights That Keep Retirees Up at Night" (15 October 2026, 21 minutes).
How often does Phil's Tax Hacks publish?
Phil's Tax Hacks publishes roughly weekly, with episodes averaging 18 minutes across 299 episodes.
How hard is it to get booked on Phil's Tax Hacks?
Booking probability for Phil's Tax Hacks is 36%, and the host is rated Selective on guests. Phil's Tax Hacks requires a Pod Score of 80 or higher. Phil's Tax Hacks's contact route on record: public web form.
Who should pitch Phil's Tax Hacks?
The strongest fits for Phil's Tax Hacks are Accounting, Tax & Payroll. Phil's Tax Hacks has a business audience.
About the host
Phil Putney hosts Phil's Tax Hacks, a business podcast with 299 episodes published.
Host email not verified for this podcastSign in to unlock →
Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #346
The Truth About Common Money Decisions
Oct 22, 202619 minSome financial decisions look complicated and turn out to be pretty simple. Others look simple and are anything but. Today, Phil’s taking a list of common money moves and sorting them into two piles: harder than it...
- Oct 15, 202621 min
It's spooky season. And while most people are thinking about haunted houses and horror movies, a lot of pre-retirees have scarier things on their minds: running out of money, or a market crash at exactly the wrong time...
- Sep 24, 202618 min
"I'm 60, probably retiring in 5-6 years, and I just learned about Roth conversions. Is this something I should be doing?" This is a listener question we hear a lot, and the honest answer is: it depends. Phil digs into...
Episode #342
What's Your Number? A Net Worth Reality Check
Sep 17, 202615 minSome people place a lot of emphasis on their net worth. Other people never think about it at all. Today, Phil talks about how to calculate it, how you stack up by age, and how much you should actually pay attention to...
View More
Episode #341
The Honor and the Headache of Being an Executor
Sep 10, 202617 minBeing named the executor of someone's will can feel like an honor. It can also feel like a lot of pressure. It's more than handing out inheritances. It's paperwork, accounts, taxes, property, creditors, and sometimes...
- Sep 3, 202616 min
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 ➟...
Episode #339
Retiring on Accident: Ron's Story
Aug 27, 202616 minWant 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 ➟...
Episode #338
Financial Documents: What to Keep and Where
Aug 20, 202615 minWant 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 ➟...
- Aug 13, 202614 min
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...
Episode #336
What Are Your Financial Pain Points?
Aug 6, 202619 minWhen 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...
- Jul 30, 202615 min
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 ➟...
Episode #334
The 5 D's of Retirement Planning
Jul 23, 202619 minAccording to a recent Kiplinger article, there are five keys to a retirement plan that hold up over time. They all happen to start with the same letter, which either means it's a great framework or someone really wanted...
- Jul 16, 202620 min
Dave Ramsey has built one of the most recognized brands in personal finance. Millions of people have followed his advice out of debt and into savings. But when it comes to how much you should pull from your retirement...
Episode #332
How Too Much Research Can Work Against You
Jul 2, 202622 minFinancial information has never been more available — TV, podcasts, YouTube, Reddit, and now AI that will answer any question in about three seconds. And yet some of the worst financial decisions we see come from people...
- Jun 25, 202619 min
Over the past year, one retirement video on YouTube pulled in 3.7 million views. The title: "Sell These 5 Things Before You Retire." We thought it was worth a conversation, not to tear it apart, but to react honestly...
- Jun 18, 202619 min
What happens when retirement arrives sooner than expected? In this episode, Phil and Marc walk through the real-life scenario of “Fran,” a former teacher whose career change and unexpected job restructuring forced her...
- Jun 11, 202620 min
Summer's here. And somewhere between the excitement of planning a big trip and the anxiety of what it costs, a lot of retirees end up doing something that surprises us… they feel guilty about it. They worked hard, they...
- Jun 4, 202613 min
A larger pension check today can look incredibly tempting, but what happens if your spouse outlives you? Phil breaks down one of the biggest pension decisions couples face and explains the tradeoffs between maximizing...
Episode #327
Am I Ready to Retire in 2026?
May 28, 202619 minWant 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 ➟...
Recent guests
Recent guests on Phil's Tax Hacks. Study who booked and why before you pitch.
P
Phil
AFS Financial Group
Best industries to pitch Phil's Tax Hacks for
PitchCentric classifies Phil's Tax Hacks under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
Similar Podcasts
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
Plan With The Tax Man
28~399 listeners88% similar
Tax-Smart Retirement Investing with Mark Struthers
24~338 listeners84% similar
Financial Planning, Investing & Taxes
19~264 listeners84% similar
The Prime Investors Playbook
24~339 listeners83% similar
Slash Tax
21~295 listeners83% similar
Retirement Answers
22~308 listeners83% similar
Podcasts like Phil's Tax Hacks
Is this podcast yours and you'd like to remove or correct details? Request removal or email privacy@pitchcentric.com.
Questions about the free trial? See the pricing FAQ