052: [Author Interview] The Tax-Smart Retiree with Phil Putney

In this episode, I welcome Phil Putney, a CPA and author of the Amazon number one bestseller, "The Tax Smart Retiree: A Guide to Thriving in Your Golden Years." Over the past year, we collaborated to transform Phil's extensive experience and knowledge into a book that guides retirees through the complexities of tax-efficient retirement planning. From CPA to Financial Advisor with a Tax Focus Professional Evolution: Phil began his career over 30 years ago as a CPA with a master's in taxation....