Phil's Tax Hacks

Phil's Tax Hacks


Latest Episodes

With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
January 04, 2024

Is 'Lazy Money' still a concern in 2024's higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in saving

Santa’s Naughty or Nice Investment Guide
December 21, 2023

In this festive episode, well sift through a sleigh-full of financial products and strategies to find out which ones deserve a spot in your financial stocking this year, and which ones are the prover

Questions You Must Ask Your Financial Advisor
December 14, 2023

Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In todays episode, were tackling exactly that. We're discussing the vital questions that brin

Strategic Planning for Retiree Healthcare
December 07, 2023

In today's episode, we're focusing on a critical aspect of retirement planning: healthcare costs. How well-prepared are you to handle medical expenses after you retire? Join Phil and Marc as they disc

Patience Pays: The Power of Delayed Gratification
November 30, 2023

Sometimes its hard to make financial sacrifices when the reward might not be seen until several years in the future. Today well talk about some of the situations where you might be inclined to take

Financial Tweaks That Matter: Small Steps, Big Impact (Part 2)
November 21, 2023

Ever thought that minor tweaks in your financial plan could lead to major wins? Join us as we jump back into our conversation on the powerful world of simple financial adjustments. Stay tuned as we un

Financial Tweaks That Matter: Small Steps, Big Impact (Part 1)
November 16, 2023

Ever thought that minor tweaks in your financial plan could lead to major wins? Join us in this episode as we unravel the surprisingly powerful world of simple financial adjustments. Stay tuned as we

How To Successfully Climb The Retirement Mountain
November 09, 2023

Ready for an adventure? Think of retirement planning as climbing a mountain. It's not just about the climb up; it's about preparing wisely, tackling the ups and downs, and even planning your way back

End of Year Financial Planning For 2023
November 02, 2023

As the year winds down, it's crucial to ensure your financial house is in order. Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing

Money Mistake You’ll Regret And How To Avoid Them
October 26, 2023

Learn from the mistakes of others. You cant live long enough to make them all yourself. Eleanor Roosevelt... Ever wish you could foresee financial missteps before they happen? In todays episode,