Retire Early, Retire Now!

By Hunter KellyBusiness Entrepreneurship Investing

Retire Early, Retire Now! episodes

May 28, 2024 Episode 35: From Residency to Attending... 10 Financial Planning Tips for New Attending Physicians
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In the 35th episode of the 'Retire Early Podcast,' hosted by Hunter Kelly of Palm Valley Wealth Management, the focus is on providing financial advice to new physicians transitioning from residency to attending physician roles. The episode outlines ten critical tips for managing new income, debt repayment, budgeting, investing, and insurances, offering strategies like reverse budgeting, automating savings, understanding student loans, evaluating housing options, negotiating salaries, and planning for taxes and estate needs. Emphasis is placed on optimizing these factors to ensure long-term financial goals and stability.
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PalmValleywm.com

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22 min
May 21, 2024 Episode 34: Physicians can contribute how much to their retirement plans?!
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The Episode discusses the importance of utilizing 401k and 457B retirement accounts for physicians looking to retire early. It covers the differences between the two accounts, strategies for maximizing contributions, potential tax implications, and the benefits of diversifying investment options. Hunter emphasizes the advantages of 457B for early retirement and provides guidance on navigating the nuances of these retirement plans.
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PalmValleywm.com

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19 min
May 14, 2024 Episode 33: Is the 1% advisor fee really worth it? ( listener question answered)
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The Episode discusses the question of whether it is worth paying a financial advisor 1% fee, diving into the complexities of investment portfolios, fees, advisor services, and value provided. Hunter provides insights into the considerations of fees, investment strategies, diversification, flexibility, and the broader range of services financial advisors offer beyond managing investments.
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PalmValleywm.com

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26 min
May 07, 2024 Episode 32. Real Estate Transactions with Amanda Romeo
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The episode features a conversation between host Hunter Kelly and real estate expert Amanda Romeo from Game Changer Realty. They discuss Amanda's career transition, the intricacies of real estate transactions, the importance of relationships in real estate, tips for sellers to make their homes marketable, the importance of home inspections for buyers, and the impact of a recent lawsuit on real estate commissions.
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PalmValleywm.com

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33 min
April 30, 2024Episode 31: Mortgage Broker vs. Lender with Alex Testa of First Down Mortgage
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The Episode features a discussion between host Hunter Kelly and guest Alex Testa, a mortgage broker, covering topics like:
getting a mortgage,
fees to look out for,
advantages of using a broker,
effects of the NAR lawsuit,
tips to avoid information selling by credit bureaus.
Alex shares insights on mortgage landscape, personal journey, lender niches, loan process, special mortgage products, NAR lawsuit impact, and buyer tips.

First Down Mortgage

Alex Testa
Check out the Palm Valley Wealth Management Website
PalmValleywm.com

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33 min
April 23, 2024 Episode 30: Everyone Should Take Time to Refocus on What's Important
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The episode discusses five key takeaways from a recent conference focusing on personal development and strategies for business growth in the financial planning industry. Topics include creating a personal vision, tracking time to identify areas for improvement, crafting a brand story, building a public presence, and enhancing expertise in tax planning. Hunter emphasizes the importance of balancing personal life goals with business growth and finding ways to inspire and help other advisors and clients in the industry.

Check out the Palm Valley Wealth Management Website
PalmValleywm.com

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14 min
April 16, 2024Episode 29: 5 ways to maximize your 30's to give you more freedom in your 40's
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This episode discusses the importance of making financial decisions in your thirties to set you up for success in your 40s, 50s, and 60s. It emphasizes:
understanding long-term goals,
automating savings
increasing income
managing debt
opening a brokerage account for financial flexibility and freedom.
Check out the Palm Valley Wealth Management Website
PalmValleywm.com

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22 min
April 09, 2024 Episode 28: Avoiding Fraud with Detective David Elliott
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Detective David Elliott provides valuable insights on common financial crimes and scams, emphasizing the importance of caution and vigilance. The episode also offers practical tips such as consulting with banks, staying informed about scams, and seeking law enforcement help when needed. Overall, the key message is to be aware and seek professional guidance to safeguard against falling victim to financial fraud.

Internet Crime Complaint Center(IC3) | Home Page
Check out the Palm Valley Wealth Management Website
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36 min
April 02, 2024 Episode 27: Tax Prep vs Tax Planning with Wendy Barlin, CPA
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Hunter Kelly, CFP and Wendy Barlin, CPA discusses the differences between tax preparation and tax planning, emphasizing the importance of understanding tax laws and maximizing benefits for small business owners and individuals. She highlights the need for education in tax matters and the value of seeking professional advice for tax planning. Wendy also touches on the changing demographics of clients seeking tax services and stresses the significance of setting clear expectations with clients.

Wendy's LinkedIn

Tax Boutique CPA
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27 min
March 26, 2024 Episode 26: Preparing your Child for the Journey from High school to College with Wendy Mollo
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This podcast episode features Wendy Mollo from Florida College Coach discussing the significance of early college preparation for middle to high school students. She addresses challenges faced by students in getting proper guidance due to counselor caseloads and graduation focus over career planning. Wendy emphasizes the importance of customized planning, understanding college requirements, filling out FAFSA, and strategies for college selection and application. The episode also provides valuable advice on scholarship applications and alternative pathways to college, highlighting the role of scholarships in maximizing post-secondary education opportunities.

Wendy's Website
Wendy's YouTube Channel
FL College Coach Facebook
Check out the Palm Valley Wealth Management Website
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40 min

About Retire Early, Retire Now!

From the publisher's feed

This is a Podcast to help people retire early and help people retire now. Financial Planning topics will be covered and explained so you can plan and retire with confidence.