Retire Early, Retire Now!

Dec 12 2024 59 ep. 21 mins 9
Retire Early, Retire Now! Podcast artwork

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. 

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Offering Employee Benefits With Danny White

Dec 12 2024 31 mins  
Send us a textIn this episode, we welcome back Danny White for the second part of our discussion on health insurance for business owners. Due to some technical difficulties last week, we're delivering this bonus episode to you. We dive deep into strategies for offering health insurance, from pre-tax contributions to the different types of insurance plans like fully insured, level f

Pre-Tax 401(k) vs. Roth 401(k): Which is Right for You?

Dec 10 2024 23 mins  
Send us a textIn this episode of the Retire Early Return Out podcast, host Hunter Kelly from Palm Valley Wealth Management delves into one of the most common financial questions: 'Should you contribute to a pre-tax or Roth 401k, or a traditional IRA versus a Roth IRA?' Hunter discusses the basics and differences between these contribution types, factors to consider when making a de

Tax Basics High Income Earners Should Know

Dec 03 2024 17 mins  
Send us a text5 Essential Tax Basics for High-Income EarnersIn this episode of the Retire Early Retire Now Podcast, host Hunter Kelly, owner of Palm Valley Wealth Management, discusses five key tax concepts every high-income earner should understand. Hunter emphasizes the importance of knowing about marginal and progressive tax rates, capital gains taxation based on holding periods

Ending the Year Strong: Gratitude, Reconnection, and Experiences

Nov 26 2024 12 mins  
Send us a textIn this episode of the 'Retire Early Retire Now' podcast, host Hunter Kelly from Palm Valley Wealth Management discusses strategies for closing out the year and reenergizing for 2026. With Thanksgiving and other holidays approaching, it's a good time to focus on essential aspects like gratitude, reconnecting with loved ones, and valuing experiences over material posse

Why Your Personal Rate of Return is More Important

Nov 19 2024 18 mins  
Send us a textIn this episode of the 'Retire Early Retire Now' podcast, host Hunter Kelly of Palm Valley Wealth Management emphasizes that investment and portfolio management, while often perceived as the bulk of a financial advisor's duties, are actually a smaller segment. Key themes include the importance of understanding personal financial goals, cash flow, risk tolerance, tax p

Estate Planning with Haley Yackee

Nov 12 2024 31 mins  
Send us a textIn this episode of the 'Retire Early, Retire Now' podcast, Host Hunter Kelly of Palm Valley Wealth Management converses with attorney Haley Yackey from Coleman Talley, LLP about essential aspects of estate planning. They discuss the importance and intricacies of estate planning, including creating wills, healthcare directives, and power of attorney documents. Haley el

It's that time again... Open Enrollment With Danny White!

Nov 05 2024 27 mins  
Send us a textThe podcast features host Hunter Kelly, owner of Palm Valley Wealth Management, and guest Danny White from 212 Benefits. They provide an in-depth discussion on selecting the best health insurance plans during the open enrollment period using Mayo Clinic's open enrollment packet as a reference. They also explain the importance of understanding key health insurance term

Reducing Your Lifetime Tax Bill is a Wealth Building Super Power

Oct 24 2024 23 mins  
Send us a textIn this episode of the 'Retire Early Retire Now' podcast, host Hunter Kelly dives into advanced tax strategies for individuals and business owners, aimed at boosting wealth and financial stability. The episode covers an array of topics including the utilization of 401(k) plans, Health Savings Accounts (HSAs), and donor-advised funds, as well as strategies like tax los

What They Dont Tell You About Taxes

Oct 22 2024 24 mins  
Send us a textIn this episode of the Retire Early Retire Now podcast, host Hunter Kelly of Palm Valley Wealth Management covers fundamental aspects of the tax code. The discussion spans the progressive nature of income taxation, the roles of marginal and effective tax rates, and the additional costs of Social Security and Medicare taxes. It explains the differences in tax responsib

The Roadmap to Retirement: What to do in your 20's, 30's, 40's, 50's, and 60's

Oct 15 2024 30 mins  
Send us a textThis Podcast Episode provides a detailed roadmap for retirement planning tailored to different age groups, emphasizing the importance of starting early and adapting strategies over time. For those in their twenties, it highlights building an emergency fund, leveraging employer 401k matches, and choosing Roth contributions for tax benefits. Individuals in their thirtie