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Indhold leveret af Phil Putney. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Phil Putney eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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Curated Questions: Conversations Celebrating the Power of Questions!
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Episode Notes [03:47] Seth's Early Understanding of Questions [04:33] The Power of Questions [05:25] Building Relationships Through Questions [06:41] This is Strategy: Focus on Questions [10:21] Gamifying Questions [11:34] Conversations as Infinite Games [15:32] Creating Tension with Questions [20:46] Effective Questioning Techniques [23:21] Empathy and Engagement [34:33] Strategy and Culture [35:22] Microsoft's Transformation [36:00] Global Perspectives on Questions [39:39] Caring in a Challenging World Resources Mentioned The Dip by Seth Godin Linchpin by Seth Godin Purple Cow by Seth Godin Tribes by Seth Godin This Is Marketing by Seth Godin The Carbon Almanac This is Strategy by Seth Godin Seth's Blog What Does it Sound Like When You Change Your Mind? by Seth Godin Value Creation Masterclass by Seth Godin on Udemy The Strategy Deck by Seth Godin Taylor Swift Jimmy Smith Jimmy Smith Curated Questions Episode Supercuts Priya Parker Techstars Satya Nadella Microsoft Steve Ballmer Acumen Jerry Colonna Unleashing the Idea Virus by Seth Godin Tim Ferriss podcast with Seth Godin Seth Godin website Beauty Pill Producer Ben Ford Questions Asked When did you first understand the power of questions? What do you do to get under the layer to really get down to those lower levels? Is it just follow-up questions, mindset, worldview, and how that works for you? How'd you get this job anyway? What are things like around here? What did your boss do before they were your boss? Wow did you end up with this job? Why are questions such a big part of This is Strategy? If you had to charge ten times as much as you charge now, what would you do differently? If it had to be free, what would you do differently? Who's it for, and what's it for? What is the change we seek to make? How did you choose the questions for The Strategy Deck? How big is our circle of us? How many people do I care about? Is the change we're making contagious? Are there other ways to gamify the use of questions? Any other thoughts on how questions might be gamified? How do we play games with other people where we're aware of what it would be for them to win and for us to win? What is it that you're challenged by? What is it that you want to share? What is it that you're afraid of? If there isn't a change, then why are we wasting our time? Can you define tension? What kind of haircut do you want? How long has it been since your last haircut? How might one think about intentionally creating that question? What factors should someone think about as they use questions to create tension? How was school today? What is the kind of interaction I'm hoping for over time? How do I ask a different sort of question that over time will be answered with how was school today? Were there any easy questions on your math homework? Did anything good happen at school today? What tension am I here to create? What wrong questions continue to be asked? What temperature is it outside? When the person you could have been meets the person you are becoming, is it going to be a cause for celebration or heartbreak? What are the questions we're going to ask each other? What was life like at the dinner table when you were growing up? What are we really trying to accomplish? How do you have this cogent two sentence explanation of what you do? How many clicks can we get per visit? What would happen if there was a webpage that was designed to get you to leave? What were the questions that were being asked by people in authority at Yahoo in 1999? How did the stock do today? Is anything broken? What can you do today that will make the stock go up tomorrow? What are risks worth taking? What are we doing that might not work but that supports our mission? What was the last thing you did that didn't work, and what did we learn from it? What have we done to so delight our core customers that they're telling other people? How has your international circle informed your life of questions? What do I believe that other people don't believe? What do I see that other people don't see? What do I take for granted that other people don't take for granted? What would blank do? What would Bob do? What would Jill do? What would Susan do? What happened to them? What system are they in that made them decide that that was the right thing to do? And then how do we change the system? How given the state of the world, do you manage to continue to care as much as you do? Do you walk to school or take your lunch? If you all can only care if things are going well, then what does that mean about caring? Should I have spent the last 50 years curled up in a ball? How do we go to the foundation and create community action?…
Phil's Tax Hacks
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Indhold leveret af Phil Putney. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Phil Putney eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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!
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269 episoder
Marker alle som (u)afspillede ...
Manage series 2510975
Indhold leveret af Phil Putney. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Phil Putney eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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!
…
continue reading
269 episoder
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Phil's Tax Hacks
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1 Great Side Gigs for Extra Retirement Income & Fun 13:06
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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 popular “side gig” jobs for retirees. This week on the podcast, Phil discusses the shifting mindset surrounding retirement. We explore the various avenues available for retirees to engage in rewarding side activities that not only provide financial benefits but also fulfill personal passions. Many individuals are not merely seeking to retire from their jobs; they are looking for ways to stay engaged and active in their communities. Here’s what we discuss in this episode: 0:00 – Intro 1:05 – Consulting 2:54 – Teaching 3:43 – Online marketplace 5:41 – Retiring to something 8:40 – What it means for planning For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…
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Phil's Tax Hacks
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1 Do Smart Investors Really Need a Financial Advisor? 15:00
15:00
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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 advisor just an extra expense, or could it actually add real value? In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own. Here’s what we discuss in this episode: 0:00 – Intro 2:15 – What is a financial advisor? 3:51 – More than investing 7:40 – DIY blindspots 12:05 – Value of an advisor For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…
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Phil's Tax Hacks
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1 What Do Proposed Tariffs Mean For Your Portfolio? 15:17
15:17
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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 episode, Phil breaks down what tariffs are and how they can affect your investment portfolio as you near retirement. Here’s what we discuss in this episode: 0:00 – Intro 1:42 – What is a tariff? 2:48 – Will costs rise? 7:02 – Has this happened before? 9:20 – Impact on economy 10:40 – Effect on the market For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…
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Phil's Tax Hacks
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1 Is Tech Overweighted? Understanding The Current Market Landscape 17:14
17:14
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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 overweighted in the S&P 500, and how recent news, including competition from a Chinese AI company, is shaking up the market. Phil highlights key issues like price-to-earnings ratios, the potential risks of tech-heavy investments, and the challenges this new AI could bring to companies like Nvidia. We’ll also touch on the Federal Reserve's stance on interest rates and the impact of ongoing tariffs. Here’s some of what we discuss in this episode: 0:00 – Intro 1:25 – Tech sector performance 5:00 – Price-to-earnings ratio and market valuation 8:43 – Comparison to past market bubbles 13:21 – Fed policy and interest rates For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…
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Phil's Tax Hacks
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1 The New Retirement: Why Many Are Choosing Work Over Leisure 16:02
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A recent article on Fortune highlights a growing trend among baby boomers: continuing to work well into their 60s and 70s. Surprisingly, this is not out of necessity, but for the mental stimulation, social connections, and fulfillment that work provides. With nearly 20% of Americans over 65 still employed, this shift is challenging traditional views of retirement and sparking important conversations about what it means to truly retire. Here’s some of what we discuss in this episode: 0:00 – Intro 2:20 – Loneliness and loss of purpose 4:53 – The impact of working in retirement on financial plans 8:09 – Generational differences toward work and retirement 11:21 – Technology and remote work in retirement 12:44 – Takeaways The article that inspired this week’s show: https://fortune.com/article/the-new-retirement-is-no-retirement-baby-boomers-are-keeping-jobs-well-into-their-sixties-and-seventies-because-they-like-going-to-work/ For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…
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Phil's Tax Hacks
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1 How Will Trump’s Executive Orders Reshape the Economic Landscape 23:53
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President Donald Trump wasted little time taking action once he returned to office, and people are wondering how these long list of Executive orders will reshape the economic and financial landscape. Join CPA and financial specialist Phil Putney as he breaks down the implications of these changes on inflation, energy costs, tariffs, and more. Here’s some of what we discuss in this episode: 0:00 – Intro 2:07 – Addressing inflation & cost of living 3:43 – Energy 5:53 – Trade and Tariffs 9:42 – EV mandate 14:05 – DOGE 15:37 – Stock market 20:26 – Technology For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…
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Phil's Tax Hacks
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1 Social Security Claiming Tips + New Legislation 22:50
22:50
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Staying informed about Social Security changes is crucial for maximizing your benefits, and recent legislation will change benefits for a significant number of Americans. Today we’re going to bring you up to speed on the Social Security Fairness Act and explain how this legislation will be retroactive to 2024, potentially offering a financial windfall for affected retirees. Here’s some of what we discuss in this episode: 0:00 – Intro 0:48 – The Social Security Fairness Act 5:42 – Claiming strategies 10:22 – Strategies for dual-income households 14:03 – Previous marriages 18:31 – SSDI and SSI For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96…
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Phil's Tax Hacks
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1 Retirement Spending Strategies That Could Change Your Life! 17:04
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It’s the beginning of a new year – a time when many of us make resolutions to improve our lives. But how often do we resolve to improve the way we feel about our finances? In the latest episode, Phil explores the crucial transition from saving to confidently spending your hard-earned funds. Here’s what we discuss in this episode: 0:00 – Intro 1:51 – Spending with confidence 8:41 – Spending guardrails 12:02 – Tips for those who are afraid to spend For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://www.youtube.com/channel/UCGS8K5-iPEy6b7fu4pLNLtA…
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Phil's Tax Hacks
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1 Are Future Retirement Worries Harming Your Mental Health TODAY? 19:14
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Are future retirement worries causing you mental health issues today? That's happening to a lot of folks right now. There's so much stress going on out there that we certainly panic about some of these things and maybe sometimes it’s justifiable. So let's talk about the mental health challenges tied to future retirement worries and the ways we can hopefully avoid them. Here’s what we discuss in this episode: 0:00 – Intro 1:10 – Diving into the stats 4:59 – Charitable giving 9:13 – Fear of never being able to fully retire 12:01 – Average 401k contribution 14:12 – Target date funds 16:12 – Mental health For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://www.youtube.com/channel/UCGS8K5-iPEy6b7fu4pLNLtA…
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Phil's Tax Hacks
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1 How Should You Invest Money That You’ll Need in 3 Years? 14:57
14:57
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One of the most difficult scenarios for investing is what to do with money you know you’re going to need within a few years for a large expense. You don’t want that money to be stagnant during that time but you also can’t afford to take on much risk either. Today we’re going to talk about strategic planning for short-term needs and explore the best ways to invest money you’ll need in the next three years. Here’s some of what we discuss in this episode: 0:00 – Intro 1:35 – Larger planned expenses 3:05 – Things to think about 5:55 – What tools are out there? 8:10 – Strategizing for expenses you know are coming but aren’t sure when 10:24 – Final thoughts For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts…
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Phil's Tax Hacks
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1 What Financial Advisors With Every Investor Knew (Part 3) 21:13
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We’ve finally reached the final part of our three-part series on what financial advisors wish every investor knew. Phil will discuss four more big things that will make planning for retirement with their advisor even smoother. Here’s some of what we discuss in this episode: 0:00 – Intro 1:25 – Know what you are paying 4:22 – Understanding that there will be some risk involved 8:03 – The risks that come with the internet 14:52 – The big name doesn’t necessarily mean the best fit For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts…
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Phil's Tax Hacks
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1 What Financial Advisors With Every Investor Knew (Part 2) 19:57
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Today is part two on the things financial advisors wish investors knew. These are the things that can set you up for success in retirement but most people don’t have a great grasp on. Here’s some of what we discuss in this episode: 0:00 – Intro 2:10 – Financial decisions are emotional 6:03 – The true significance of diversification 9:17 – Having an advisor is for everyone 13:48 – The importance of updates and reviews 16:53 – Work with the right person for the right time For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts…
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Phil's Tax Hacks
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1 Tariffs, Tax Cuts & Immigration: Financial Forecasting For 2025 21:53
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This week, Phil and Marc dive into the potential financial impacts of tariffs, tax cuts, and immigration policies following the 2024 election. While early speculation should be taken with caution, they’ll discuss what could be in store for 2025. With changes in policy possibly affecting everything from taxes to housing, the duo breaks down what these shifts could mean for your financial future. Throughout this conversation, Phil stresses the importance of sticking to your financial plan until the dust settles. As we move forward, it’s crucial to stay focused, maintain your long-term strategy, and be patient as we navigate this evolving landscape. Here’s some of what we discuss in this episode: 0:00 – Intro 2:00 – A Tax Cuts and Jobs Act extension? 5:51 – Corporate tax rate and Social Security tax proposals 8:12 – Tariffs and their economic impact 13:33 – Immigration and it’s economic implications 17:17 – Having a long-term vision Helpful resources for this conversation: https://time.com/7095898/donald-trump-economy-plan-2024/ https://www.npr.org/2024/11/06/nx-s1-5181327/trump-election-economy-tariffs-deportations https://wellsfargo.bluematrix.com/links2/html/5fd93977-359f-4bff-8db1-42935f3e8f45 Get our Tax-Smart Retiree book: https://www.thetaxsmartretireebook.com/welcome For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts…
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Phil's Tax Hacks
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1 What Financial Advisors Wish Every Investor Knew (Part 1) 16:37
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Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? This week, we kick off a three-part series on the things we wish people knew about investing and planning. Here’s some of what we discuss in this episode: 0:00 – Intro 1:48 – Setting realistic financial goals 6:37 – Long-term vs short-term planning 8:26 – One-size-fits-all approach 10:55 – More than investing Get our Tax-Smart Retiree book: https://www.thetaxsmartretireebook.com/welcome For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts…
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Phil's Tax Hacks
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Dividend investing has long been a staple in retirement planning, providing a predictable income stream for many retirees. However, the landscape is shifting. The concept of incidental income, which relies on the rebalancing of a portfolio and the cash flows it generates, is gaining attention. This week we want to tackle the question: Is dividend investing dead? A recent article came out explaining that in today’s economy, it’s possible that dividends may not be the ideal way to invest so we want to explore that idea. Here’s some of what we discuss in this episode: 0:00 – Intro 1:20 – Incidental income 4:14 – Tax implications 7:38 – More active management 10:40 – Corporate taxes Read the article referenced in this episode: https://seekingalpha.com/article/4723299-incidental-income-makes-dividend-investing-unnecessary-in-retirement For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts…
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