Retire Early, Retire Now!

Oct 24 2024 52 ep. 20 mins 11
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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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

If You Don't Track it, It Will Not Improve

Oct 08 2024 26 mins  
Send us a textIn this episode of the 'Retire Early Retire Now' podcast, Hunter Kelly, owner of Palm Valley Wealth Management, discusses crucial financial planning benchmarks. Emphasizing the importance of tracking these metrics, he covers savings rate, liquidity rate, debt-to-income ratio, retirement contributions, net worth growth, tax efficiency, and credit score. Hunter explains

Introducing The Palm Valley Pathway

Oct 01 2024 18 mins  
Send us a textIn this episode of the 'Retire Early Retire Now Podcast,' host Hunter Kelly, owner of Palm Valley Wealth Management, introduces the 'Palm Valley Pathway,' his unique financial planning process. He outlines the importance of financial planning awareness, especially during Financial Planning Awareness Month in October. Kelly elaborates on the steps of the Palm Valley Pa

What should I do with my investments during this election cycle?

Sep 24 2024 19 mins  
Send us a textIn this episode of the Retire Early Readout Podcast, host Hunter Kelly discusses how elections influence financial markets and offers education on maintaining investment strategies amidst volatility. Highlighting historical patterns, he explains that markets tend to perform positively during election years despite increased short-term volatility due to policy uncertai

Preparing Your Finances as Interest Rates Decline

Sep 18 2024 23 mins  
Send us a textIn this episode of the Retire Early Retirement Podcast, host Hunter Kelly, owner of Palm Valley Wealth Management, discusses the implications of the Federal Reserve lowering interest rates. The podcast covers how rate changes affect the economy, markets, personal finances, and investment decisions. Listeners are guided on considerations for refinancing mortgages, eval

Debunking 5 Common Myths About LLCs: What Business Owners Should Know

Sep 10 2024 19 mins  
Send us a textIn this episode of the 'Retire Early Retire Now Podcast,' host Hunter Kelly, owner of Palm Valley Wealth Management, aims to debunk common myths about Limited Liability Companies (LLCs). The discussion covers five key myths, including the misconceptions that LLCs offer absolute liability protection, automatically save taxes, are only for small businesses, are complica

Effective Tax Strategies To Consider Before Year-End

Sep 03 2024 27 mins  
Send us a textIn this episode of the 'Retire Early Retire Now' podcast, host Hunter Kelly from Palm Valley Wealth Management discusses essential tax-saving strategies and deadlines to consider before the year ends. Topics covered include maximizing 401k and IRA contributions, Roth IRA conversions, required minimum distributions (RMDs), capital gains or losses harvesting, utilizing

Retirement Strategies for High Income Earners: The 3 Bucket Strategy

Aug 27 2024 29 mins  
Send us a textIn this episode of the Retire Early Retire Now podcast, host Hunter Kelly from Palm Valley Wealth Management discusses retirement strategies tailored for high-income earners. The discussion focuses on the 'three buckets' strategy, which involves utilizing taxable, Roth, and pre-tax accounts to effectively manage taxes and savings. Key points include understanding the