Phils Tax Hacks
We do a weekly podcast and vlog to help provide some context and information about the financial world. As retirement and investment specialists, we believe that a sound financial strategy includes more than having great investments; it must integrate with all aspects of your financial life and starts with your plan. As an independent fiduciary, it is our goal to help our clients create and implement a plan that will ensure a fulfilling and worry-free retirement allowing them to concentrate on what is important to them.
5 Red Flags When Looking for a Financial Advisor
Love, Marriage & Money: The Second (or Third) Time Around
Charitable Giving in Retirement: How to Give and Save on Taxes
Do Your Feelings Belong in Your Financial Plan?
The Truth About Managing Money with Multiple Advisors
Retirement Healthcare Costs Just Jumped Again (2025 Update)
Where Should You Invest $1 Million in Today's Market?
Is It Finally Time to Buy Bonds Again?
Reacting To Unfiltered Retirement Takes from YouTube
The 5 Must-Do’s In Year One of Retirement
The Truth About Downsizing in Retirement
The Hidden Medicare Penalty You Might Be Paying
How to Change Careers at 55 Without Ruining Retirement
Inflation Is Still Wrecking Retirement Confidence
The Real Numbers Behind the Big Beautiful Bill
You’re Not Ready to Retire If This Is All You’ve Done
Not Every Retirement Plan Fits Neatly In A Box
Separate Accounts, Shared Future: Planning Retirement With Separate Finances
What’s Missing from Dave Ramsey’s 9-Step Retirement Plan
Let's Talk about the Big Beautiful Bill (BBB)
Should You Gift Now or Leave a Legacy Later?
Planning for Retirement When You’ll Never Have an Empty Nest
Big Changes - The 4% Rule Gets a Makeover
Let’s Talk Target-Date Funds: Pros and Cons
Key Things For Parents & Grandparents To Teach A New Graduate
5 Ways Wishful Thinking Can Damage Your Retirement
A Market Strategy for Type A Investors: Why Doing Less Might Be Your Best Move
Why The Psychology of Money Says Your Emotions Matter More Than Math
Can Real Estate Boost Your Retirement Plan?
Turn Your Savings Into a Real Retirement Plan