Retire Early, Retire Now!

By Hunter KellyBusiness Entrepreneurship Investing

Retire Early, Retire Now! episodes

October 24, 2023 Episode 5: Maximizing your Employee Benefits with Danny White
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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 [email protected] or go to their website Two Twelve Benefit.

if your would like a personal review please reach out to Hunter at [email protected]

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42 min
October 17, 2023 Episode 4: 3 Tips and a Mistake: Roth IRA's
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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 help, please seek a financial tax or legal professional.

Website: palmvalleywm.com
Email [email protected]
Check out the Palm Valley Wealth Management Website
PalmValleywm.com

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15 min
October 10, 2023 Episode 3: 4 Things to do Before the End of the Year!
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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 [email protected]

Palm Valley Wealth Management (PVWM) is a registered investment advisor offering advisory services in the State of FL and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision.

Check out the Palm Valley Wealth Management Website
PalmValleywm.com

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18 min
October 03, 2023 Episode 2: What is the Desk Drawer Theory?
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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

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11 min
September 21, 2023 Retire Early, Retire Now! Episode 1
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Check out the Palm Valley Wealth Management Website
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7 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.