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AFS Financial Group

Podcast

Phil's Tax Hacks & Other Retirement Facts

New shows every week on taxes, retirement, and getting Medicare right.

Earlier episodes

The full back catalogue, newest first, page 7 of 14.

Mastering Retirement Cash Flow: Understanding Income

July 13, 2023

Bad Money Habits Could Spoil Your Retirement Party

June 29, 2023

Counterintuitive Advice: Why You Should NOT Invest In A 401(k)

June 22, 2023

Mastering Retirement Cash Flow: Understanding Changing Expenses (Part 2)

June 12, 2023

Mastering Retirement Cash Flow: Understanding Changing Expenses (Part 1)

June 8, 2023

Ep 185: Top Money Mistakes In Retirement (Part 2)

June 1, 2023

Ep 184: Top Money Mistakes In Retirement (Part 1)

May 25, 2023

Ep 183: Key Finance Decisions During Major Life Events Like Marriage, Divorce, Job Loss & More

May 18, 2023

Ep 182: Unsure, Confident or Certain — Retirement Planning Next Steps

May 11, 2023

Ep 181: Should You Relocate In Retirement?

May 4, 2023

Ep 180: Crash Course — The Psychology of Investing in the Wake of Historic Market Crashes

April 27, 2023

Ep 179: A Comprehensive Dismantling Of 2023’s Top Social Security Myths — (Part 2)

April 20, 2023

Ep 178: A Comprehensive Dismantling Of 2023’s Top Social Security Myths — (Part 1)

April 13, 2023

Ep 177: Fore Your Retirement: What Golf Teaches Us About Financial Planning

April 6, 2023

Ep 176: Back to the Basics — Retirement Saving Fundamentals

March 30, 2023

Ep 175: Moving Your Retirement Goalpost — Is It Worth The Risk?

March 23, 2023

Ep 174: Lessons Learned from the Silicon Valley Bank Collapse

March 16, 2023

Ep 173: The Incomplete Financial Plan

March 9, 2023

Ep 172: Top 10 Tax Questions for Retirees in 2023

March 2, 2023

Ep 171: 5 Beneficiary Mistakes — Are You Accidentally Spoiling Your Retirement Plan?

February 16, 2023

Ep 170: 2023 Retirement Preparedness Checklist (#6-10)

February 9, 2023

Ep 169: 2023 Retirement Preparedness Checklist (#1-5)

February 2, 2023

Ep 168: Back to Basics — Income Planning

January 26, 2023

Ep 167: SECURE Act 2.0 – Retirement Changes to Know (Part 2)

January 19, 2023

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