Every firm has distinct principles that guide its approach to financial planning. When searching for an advisor, you want to find someone who aligns with your needs. In this episode, we take you behind the scenes to explore the core values and unique processes that set AFS Financial Group apart.

Here’s some of what we discuss in this episode:

0:00 – Intro

0:54 – Phil’s core values

2:34 – Being a CPA and financial advisor

5:11 – Education

8:51 – How does Phil measure success?

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts

As the election season heats up, understanding the tax proposals of the presidential candidates is important. While we don’t talk politics on this show, policies can have a direct impact on our finances. In this episode, we dive into the contrasting tax proposals of Donald Trump and Kamala Harris.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:36 – Trump’s corporate taxes

4:01 – Kamala’s corporate taxes

5:51 – Trump’s individual income taxes

10:06 – Kamala’s individual income taxes

18:24 – Trump’s other tax proposals

19:46 – Kamala’s other tax proposals

21:27 – Potential long-term economic impacts

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: https://www.youtube.com/channel/UCGS8K5-iPEy6b7fu4pLNLtA

Ever wonder how your financial advisor really gets paid and what that means for you? Whether it’s a fee, a commission, or a salary, the way your advisor earns money could be influencing the advice they give you. In today’s episode, we’re talking about the different pay structures of financial advisors, revealing the benefits, the potential biases, and what you need to know to make sure your money is truly working for you.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:33 – Fee-only, commission-based & fee-based

5:44 – Salary-based advisors

7:08 – Pros and cons of each model

12:23 – Phil’s advice for your advisor search

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: https://www.youtube.com/channel/UCGS8K5-iPEy6b7fu4pLNLtA