Major US stock indexes fell more than 6% in May, so we'll take a quick look back at last month and discuss what brought about these changes. And to continue with the news topics, we'll talk about recent updates on Brexit, and get Don's opinion on how we should take all of these news events into account in regards to our financal plans. We'll close out with an email question about the pros and cons of gifting assets.

Check out the full show notes here: https://philstaxhacks.com/podcast/ep-1-meet-phil-putney/

1:45 Why Do a Podcast?

• Education is an important part of Phil’s business. He tries to provide constant educational opportunities to clients.

2:19 What’s Behind the Comprehensive Approach?

• Phil’s background is as a CPA first but came to the financial services industry by request from clients.

3:33 How Did the Firm Begin?

• The goal was always to work with clients to best position their overall tax scenario.

5:07 Why Is Your Approach Different?

• Phil Putney compares it to building a house, you need to start with the plan before running to get supplies.

8:48 Who Is Your Ideal Client?

• Someone nearing retirement or about to take an early retirement and needs someone to help them walk through those decisions.

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