Are you worried you’re missing some red flags in your financial plan? Let’s talk through what you need to know and where you should better prepare.
 
Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-101-red-flags-in-your-financial-plan/
 
Watch the video podcast: https://youtu.be/-8SUd_vExGo
 
What we discuss on this episode: 








 

Can you name all the investments in your portfolio?

How often should you talk with your advisor?

How much do you need to maintain your lifestyle?

Ep 102: 5 Ways to Mind the Gap

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!