Retire Early, Retire Now!
Episodes
Episode 23: 5 Ways to Contribute to a Roth Account
05 Mar 2024
Contributed by Lukas
Send us a textThe episode discusses the basics of a Roth IRA and outlines the five ways to contribute to a Roth account, including personal contributi...
Episode 22: The HSA: Minimizing your taxes and maximizing your net worth!
27 Feb 2024
Contributed by Lukas
Send us a textthis Podcast discusses the importance of utilizing Health Savings Accounts (HSA) to save on taxes and enhance net worth. It provides inf...
Episode 21: Annuities: The Good, The Bad, The Ugly
20 Feb 2024
Contributed by Lukas
Send us a textIn this episode, Hunter discusses the topic of annuities, covering general information, the benefits, drawbacks, and potential pitfalls ...
Episode 20: 20 important factors to consider before venturing into rental real estate
13 Feb 2024
Contributed by Lukas
Send us a textIn this episode, the host discusses 20 important factors to consider before venturing into rental real estate. They emphasize the import...
Episode 19: 5 Estate Planning Mistakes!
06 Feb 2024
Contributed by Lukas
Send us a textThe host, Hunter Kelly, discusses the top five estate planning mistakes and shares personal anecdotes and insights. He emphasizes the im...
Episode 18: 5 Reasons Everyone Should Own a Business
30 Jan 2024
Contributed by Lukas
Send us a textEpisode 18: 5 Reasons Everyone Should Own a Business. The host discusses the benefits of owning a business, including the ability to do...
Episode 17: Taking Charge of Your Investments: The Top 5 Controllable Factors
23 Jan 2024
Contributed by Lukas
Send us a textThis Episode discusses the top five things that individuals can control within their investments to optimize their returns and reach the...
Episode 16: The 5 Biggest Risk to Destroying Your Wealth
16 Jan 2024
Contributed by Lukas
Send us a textCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here!...
Episode 15: The Corporate Transparency Act
09 Jan 2024
Contributed by Lukas
Send us a textIn Episode 15, we discuss the Corporate Transparency ActFinCen FAQ about the Corporate Transparency act:Click here Link to File your BOI...
Episode 14: Pay Yourself First in 2024
02 Jan 2024
Contributed by Lukas
Send us a textIn this episode you will learn the difference between tradition budgeting and "pay yourself first" budgeting, when your debt-t...
Episode 13: Dude, Where's my 401(k)?
19 Dec 2023
Contributed by Lukas
Send us a textThis episode will discuss the considerations you should be making when deciding what to do with your old 401(k). Topics to consider:Cos...
Episode 12: 7 Simple Steps to Building Wealth
12 Dec 2023
Contributed by Lukas
Send us a textWhat 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...
Episode 11: What you should expect when hiring a financial advisor.
05 Dec 2023
Contributed by Lukas
Send us a textIn this episode, Hunter outlines the process of hiring a financial advisor from start to finish. If you are unsure of how to find and hi...
Episode 10: The Value of On-going Planning
28 Nov 2023
Contributed by Lukas
Send us a textThis Episode covers 3 ways On-going planning can be impactful to the client's advisors serve. Palm Valley Wealth ManagementBrokerch...
Episode 9: Which Financial Advisor is right for you?
21 Nov 2023
Contributed by Lukas
Send us a textIn this episode, I discuss the different types of financial advisors, and which one might be the right one for you. If you are liking wh...
Episode Number 8: Practicing Life Focused Spending in Retirement
14 Nov 2023
Contributed by Lukas
Send us a textCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here!...
Episode 7: Optimizing your Side Business
07 Nov 2023
Contributed by Lukas
Send us a textIn This Episode, Hunter gives three tips on making your side-business more organized to be less headache at the end of the year when pre...
Episode 6: Using Tax Planning in an Early Retirement
31 Oct 2023
Contributed by Lukas
Send us a textIn this episode, Hunter will give an overview of tax planning and present a high-level case study on Roth conversions. If you like wha...
Episode 5: Maximizing your Employee Benefits with Danny White
24 Oct 2023
Contributed by Lukas
Send us a textin this episode Hunter and Danny Discuss the framework of how to be decide on health insurance, Disability insurance, Group Life insuran...
Episode 4: 3 Tips and a Mistake: Roth IRA's
17 Oct 2023
Contributed by Lukas
Send us a textin 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 l...
Episode 3: 4 Things to do Before the End of the Year!
10 Oct 2023
Contributed by Lukas
Send us a textIn this Episode, Hunter talks about the importance of taking time to take a thoughtful review of your employer open enrollment packet, r...
Episode 2: What is the Desk Drawer Theory?
03 Oct 2023
Contributed by Lukas
Send us a textIn this episode, Hunter will explain what the "Desk Drawer theory", and the importance of having your financial world organize...
Retire Early, Retire Now! Episode 1
21 Sep 2023
Contributed by Lukas
Send us a textCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here!...