Podcast Episodes
Back to SearchIs 2025 a Bad Time to Retire?
Episode 274
Thinking about retiring in 2025? You're not alone, but the timing might feel a little... complicated. With stock market swings, whispers of a recession, economic uncertainty, federal layoffs, and tar…
Published on 5 months ago
Stop Sacrificing Your Future For Your Adult Kids
Episode 273
How much support is too much when it comes to helping your adult children financially? A growing number of retirees are facing the dilemma of supporting adult kids at the expense of their own retirem…
Published on 5 months, 1 week ago
Caring for an Aging Parent: Financially Smart or Emotionally Costly?
Episode 272
Caring for aging parents is something many of us will face—but few are fully prepared for the financial, emotional, and logistical challenges that come with it. In this episode, we will tackle this c…
Published on 5 months, 2 weeks ago
The HSA Secret: Can You Really Build a Tax-Free Retirement Fund?
Episode 271
Are HSAs one of the best tax-advantaged accounts out there? Can you really stockpile a massive balance and use it tax-free in retirement? This is what a listener wants to know so we’ll analyze whethe…
Published on 5 months, 3 weeks ago
Gold Rush 2025: Should You Get In?
Episode 270
Gold prices are surging, JPMorgan is making a massive $4 billion gold delivery, and people are wondering if they should invest in gold. Gold has long been promoted as a safe haven in times of uncerta…
Published on 5 months, 4 weeks ago
Trade War 2.0 - What Could It All Mean
Episode 269
With so much happening domestically and abroad from a financial standpoint, this week’s show is going to look into the implications of Trade War 2.0 and its potential effects on the economy and marke…
Published on 6 months ago
Great Side Gigs for Extra Retirement Income & Fun
Episode 268
For some people, the idea of retiring and then getting another job is detestable. For others, they can’t sit still and have to go find some other job. For the latter crowd, there are plenty of popula…
Published on 6 months, 2 weeks ago
Do Smart Investors Really Need a Financial Advisor?
Episode 267
If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question we’ve heard from a number of different people. So, is working with an adv…
Published on 6 months, 3 weeks ago
What Do Proposed Tariffs Mean For Your Portfolio?
Episode 266
With the recent political landscape, tariffs have become a hot topic, often surrounded by confusion and misinformation. How do you sit through the noise to find out how this might impact you? In this…
Published on 6 months, 4 weeks ago
Is Tech Overweighted? Understanding The Current Market Landscape
Episode 265
This week on Phil’s Tax Hacks, Phil and Marc dive into the current state of the stock market with a particular focus on the tech sector. They discuss the growing concerns around tech companies being …
Published on 7 months ago