Retire Early, Retire Now!

Send us Fan Mail The episode discusses the two main ways parents can fund their child's college education, either through a 529 plan or a state prepaid plan. The episode provides an overview of both options, including their features, potential benefits, and considerations. It also explores potential questions parents should ask themselves to decide which plan is best for their child, emphasiz...

Send us Fan Mail The episode discusses the three-bucket strategy as a tool for achieving financial freedom and early retirement. It explains the concept of short-term, mid-term, and long-term buckets, offering advice on emergency funds, investment options, and retirement planning. The host emphasizes the importance of individualized planning and advises seeking professional guidance for financial...

Send us Fan Mail The episode discusses the basics of a Roth IRA and outlines the five ways to contribute to a Roth account, including personal contributions, spousal contributions, backdoor Roth contributions, mega backdoor Roth contributions, and strategic timely Roth conversions. Roth IRA: 3 Tips and a Mistake Check out the Palm Valley Wealth Management Website PalmValleywm.com Check us out on I...

Send us Fan Mail this Podcast discusses the importance of utilizing Health Savings Accounts (HSA) to save on taxes and enhance net worth. It provides information on eligibility, contribution limits, investment strategies, tax advantages, and retirement planning related to HSAs. The episode emphasizes the potential for significant tax savings and the long-term impact on net worth through maximizing...

Send us Fan Mail In this episode, Hunter discusses the topic of annuities, covering general information, the benefits, drawbacks, and potential pitfalls associated with annuities. He also talks about different types of annuities and their features. Overall, the script provides an educational overview of annuities and their role in retirement planning.  Check out the Blog: ANNUITIES: THE GOOD, THE...

Send us Fan Mail In this episode, the host discusses 20 important factors to consider before venturing into rental real estate. They emphasize the importance of understanding the active nature of rental real estate, the entry costs, the amount of leverage, and the need for proper planning and risk management. They also highlight the potential tax complications and the illiquid nature of real estat...

Send us Fan Mail The host, Hunter Kelly, discusses the top five estate planning mistakes and shares personal anecdotes and insights. He emphasizes the importance of having correct beneficiaries, funding trusts, choosing the right executor or trustee, discussing the estate plan with family members, and considering lifetime giving and charitable giving. The host also mentions the option of using don...

Send us Fan Mail Episode 18: 5 Reasons Everyone Should Own a Business.  The host discusses the benefits of owning a business, including the ability to do something you enjoy, the freedom to schedule your own day, the potential to build equity and wealth, the opportunity to hire others for tasks you don't want to do, and the tax advantages of owning a business.  Check out the Palm Valley Wealt...

Send us Fan Mail This Episode discusses the top five things that individuals can control within their investments to optimize their returns and reach their financial goals. The topics covered include the importance of focusing on savings rate, asset location and allocation, tax planning, evaluating objectives and risks, and the benefits of consolidating investments. Check out the Palm Valley Wealt...

Send us Fan Mail Check out the Palm Valley Wealth Management Website PalmValleywm.com Check us out on Instagram LinkedIn Facebook Listen to the Podcast Here! Apple Spotify

Send us Fan Mail In Episode 15, we discuss the Corporate Transparency Act FinCen FAQ about the Corporate Transparency act: Click here Link to File your BOI Report: Click Here Check out the Palm Valley Wealth Management Website PalmValleywm.com Check us out on Instagram LinkedIn Facebook Listen to the Podcast Here! Apple Spotify

Send us Fan Mail In this episode you will learn the difference between tradition budgeting and "pay yourself first" budgeting, when your debt-to-income ratio dictates paying down debt, and if you are on track to retire when you want to retire. Leave us a 5-star review!  Check out the Palm Valley Wealth Management Website PalmValleywm.com Check us out on Instagram LinkedIn Facebook Listen...

Send us Fan Mail This episode will discuss the considerations you should be making when deciding what to do with your old 401(k).  Topics to consider: Cost Administrative headache Investments Asset location NUA Rule of 55 Check out the Palm Valley Wealth Management Website PalmValleywm.com Check us out on Instagram LinkedIn Facebook Listen to the Podcast Here! Apple Spotify

Send us Fan Mail What is the best way to build wealth?  This is the most common question I get from families in their thirties and forties. So I recorded a podcast outlining 7 simple steps to building wealth. 1. Spend Less than you earn 2. create an emergency fund 3. automate your finances and savings plan 4. Diversify your investments 5. create multiple income steams  6. Make smart tax moves 7. T...

Send us Fan Mail In this episode, Hunter outlines the process of hiring a financial advisor from start to finish. If you are unsure of how to find and hire a financial advisor, you will want to listen to this one!  Check out the Palm Valley Wealth Management Website PalmValleywm.com Check us out on Instagram LinkedIn Facebook Listen to the Podcast Here! Apple Spotify

Send us Fan Mail This Episode covers 3 ways On-going planning can be impactful to the client's advisors serve. Palm Valley Wealth Management Brokercheck.org Check out the Palm Valley Wealth Management Website PalmValleywm.com Check us out on Instagram LinkedIn Facebook Listen to the Podcast Here! Apple Spotify

Send us Fan Mail In this episode, I discuss the different types of financial advisors, and which one might be the right one for you. If you are liking what you are hearing, please leave a 5-star review! Check out the website here !  Check out the Palm Valley Wealth Management Website PalmValleywm.com Check us out on Instagram LinkedIn Facebook Listen to the Podcast Here! Apple Spotify

Send us Fan Mail Check out the Palm Valley Wealth Management Website PalmValleywm.com Check us out on Instagram LinkedIn Facebook Listen to the Podcast Here! Apple Spotify

Send us Fan Mail In This Episode, Hunter gives three tips on making your side-business more organized to be less headache at the end of the year when preparing for tax season. Hunter, Also Mentions a book titled profit first. This is helped him develop a system to make his business thrive and give him peace of mind.  See the link below: if you are interested. ( Hunter, nor PVWM are affiliated with...

Send us Fan Mail In this episode, Hunter will give an overview of tax planning and present a high-level case study on Roth conversions.  If you like what you hear, please share and leave a 5-star review.    This podcast is for educational purposes only. This is not financial advice. This communication should not be relied upon as the sole factor in an investment making decision or financial planni...

Send us Fan Mail in this episode Hunter and Danny Discuss the framework of how to be decide on health insurance, Disability insurance, Group Life insurance, and more. Hunter Briefly discusses retirement plans. if you are a business owner and would like some help with offering group benefits shoot Danny an email at Danny@twotwelvebenefits.com or go to their website  Two Twelve Benefit . if your wou...

Send us Fan Mail in this episode, Hunter talks about 3 tips to maximize a Roth IRA and one mistake to avoid. if you like what you hear please share and leave a 5-star review.  This podcast is for educational purposes only. This is not financial advice. This communication should not be relied upon as the sole factor in an investment making decision or financial planning decision. If you would like...

Send us Fan Mail In this Episode, Hunter talks about the importance of taking time to take a thoughtful review of your employer open enrollment packet, reviewing your savings rate, planning for large expenses, and double checking your beneficiaries.  Check us out at Palmvalleywm.com Email at hunter@palmvalleywm.com Palm Valley Wealth Management (PVWM) is a registered investment advisor offering ad...

Send us Fan Mail In this episode, Hunter will explain what the "Desk Drawer theory", and the importance of having your financial world organized.  Check out the Palm Valley Wealth Management Website PalmValleywm.com Check us out on Instagram LinkedIn Facebook Listen to the Podcast Here! Apple Spotify

Send us Fan Mail Check out the Palm Valley Wealth Management Website PalmValleywm.com Check us out on Instagram LinkedIn Facebook Listen to the Podcast Here! Apple Spotify