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Phil's Tax HacksAuthor: Phil Putney
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! Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Shiny Object Syndrome: What Smart Investors Avoid
Episode 312
Thursday, 29 January, 2026
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 ➟ https://www.afswealthmgt.com/schedule-appointment In the financial world, there’s no shortage of shiny objects, and most of them look a lot better than they actually are. Phil talks about the key signs of a reputable advisor and how to avoid the most common traps, no matter how enticing they may seem. When you focus on your long-term goals instead of the quick-hit promises, you help protect yourself from costly detours. Here’s some of what we discuss in this episode: 🎓 Credentials & Titles: Separating meaningful designations from marketing fluff 🏆 Awards & Recognition: Why many accolades don’t benefit clients ⏳ Urgency Traps: Limited-time offers and pressure-based pitches 🚀 Trendy Investments: Crypto, fads, and “set-it-and-forget-it” promises For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96 Get your copy of The Tax-Smart Retiree: https://www.thetaxsmartretireebook.com/welcome
