Retire Early, Retire Now!

By Hunter KellyBusiness Entrepreneurship Investing

Retire Early, Retire Now! episodes

January 09, 2024 Episode 15: The Corporate Transparency Act
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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
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11 min
January 02, 2024 Episode 14: Pay Yourself First in 2024
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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.

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20 min
December 19, 2023Episode 13: Dude, Where's my 401(k)?
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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
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16 min
December 12, 2023 Episode 12: 7 Simple Steps to Building Wealth
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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. Take calculated risks
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12 min
December 05, 2023 Episode 11: What you should expect when hiring a financial advisor.
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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!

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18 min
November 28, 2023 Episode 10: The Value of On-going Planning
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This Episode covers 3 ways On-going planning can be impactful to the client's advisors serve.

Palm Valley Wealth Management

Brokercheck.org
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15 min
November 21, 2023 Episode 9: Which Financial Advisor is right for you?
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In this episode, I discuss the different types of financial advisors, and which one might be the right one for you.

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PalmValleywm.com

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19 min
November 14, 2023 Episode Number 8: Practicing Life Focused Spending in Retirement
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16 min
November 07, 2023 Episode 7: Optimizing your Side Business
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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 Profit first in anyway).

Profit First by Mike Michalowicz (Free Resources) (profitfirstbook.com)

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9 min
October 31, 2023 Episode 6: Using Tax Planning in an Early Retirement
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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 planning decision. If you would like help, please seek a financial tax or legal professional.

Palmvalleywm.com
Check out the Palm Valley Wealth Management Website
PalmValleywm.com

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Listen to the Podcast Here!
Apple
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22 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.