Phil’s Tax Hacks

Ep 98: What Makes Phil Tick?

August 19, 2021

To get to know Phil a bit more, we ask a few questions to find out how he got to where he is today. From his influences and hobbies to what he likes most about the job, today’s podcast is all about what makes Phil tick.


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What we discuss on this episode:

1:09 - Who shaped Phil’s view of money?

2:48 - What’s the biggest lesson from watching his family?

4:07 - How did Phil end up in the financial business?

5:57 - What is it like to have a financial advisor who is also a CPA?  

8:14 - Who in the industry influenced Phil?

10:15 - If Phil had a magic wand, what would he change in the industry?

12:09 - What’s the most gratifying thing in his job? 

16:04 - What’s Phil’s favorite hobby?