Send us a text

Kickstart Your Financial Success in 2026: Six Essential Moves

In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, owner of Palm Valley Wealth Management, provides a comprehensive 30-day financial action plan to set the tone for 2026 and beyond. Hunter outlines six critical steps to take by January 31st, including knowing your financial numbers (net worth, savings rate, debt balances, and investable assets), automating savings, rebalancing investments, building an early tax plan, revisiting insurance and estate planning, and defining a purpose for your money. Through intentional action and system-building, listeners can achieve a smarter, calmer, and more intentional financial year. Hunter also emphasizes the importance of continually revisiting these goals throughout the year for sustained financial success.

00:00 Welcome and Introduction
01:19 Setting the Financial Foundation
05:39 Automate Your Finances
07:47 Rebalance and Reset Investments
09:36 Early Tax Planning
13:10 Review Insurance and Estate Planning
16:10 Define Your Financial Purpose
19:09 Final Checklist and Conclusion

Check out the Palm Valley Wealth Management Website
PalmValleywm.com

Check us out on
Instagram
LinkedIn
Facebook
Listen to the Podcast Here!
Apple
Spotify