How to Strategize Early Retirement Withdrawals and Avoid PenaltiesIn this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, discusses strategies to access retirement accounts before age 60...

In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, discusses everything you need to know about Social Security with a focus on early retirement. The episode covers the basics of Social Secu...

Tax Savings Strategies for Early RetireesIn this episode of The Retire Early Retire Now podcast, host Hunter Kelly delves into tax-saving strategies tailored for high-income earners aiming for early retirement. Hunter discusses the adva...

In this episode of the Retire Early Retire Now podcast, hosted by Hunter Kelly, high-income earning professionals are guided through the five fastest ways to build wealth. The strategies covered include automating savings and securing employer ...

In this episode of Retire Early Retire Now, host Hunter Kelly, a certified financial planner, explores the growing trend of semi-retirement among older millennials and younger Gen Xers seeking better work-life balance. He highlights the benefit...

In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, discusses the crucial importance of focusing on increasing income rather than obsessing over the rate of return on investments. Aimed at h...

In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, certified financial planner, delves into strategies for high-income earners to achieve early retirement in their fifties comfortably and confidently. Key topics include ...

Term vs. Whole Life Insurance: Which is Right for You?In this episode of 'The Retire Early Retire Now' podcast, host Hunter Kelly, a certified financial planner, focuses on the importance of life insurance for high-income earners. Hunte...

Target Date Funds vs. Custom Investment Allocation: A Deep DiveIn this episode of The Retire Early Retire Now podcast, hosted by Hunter Kelly, a certified financial planner and owner of Palm Valley Wealth Management, listeners are given ...

In this episode of The Retire Early, Retire Now Podcast, Certified Financial Planner Hunter Kelly dives deep into five powerful, proactive tax planning strategies designed specifically for high-income earners. Stop treating tax planning ...

Navigating Pension Choices: Lump Sum vs Monthly PaymentIn this episode of the 'Retire Early Retire Now' podcast, host Hunter Kelly, a Certified Financial Planner (TM)  from Palm Valley Wealth Management, discusses the crucial decis...

In this episode of the Retire Early Retire Now podcast, Hunter Kelly, a certified financial planner and owner of Palm Valley Wealth Management, discusses the five essential financial benchmarks to achieve by age 50. The episode builds on last w...

In this episode of the 'Retire Early Retire Now' podcast, certified financial planner and Palm Valley Wealth Management owner Hunter Kelly discusses the financial goals high-income earners should aim to meet by age 40. He explores benchmarks su...

In this episode of 'Retired Early, Retired Now,' Hunter Kelly, a certified financial planner, introduces a unique investment strategy known as direct index investing. This strategy, historically accessible only to the ultra-wealthy, is now more...

How US Tariffs Could Impact Your Financial Goals | Retire Early, Retire NowThe latest news on U.S. tariffs has many professionals and high-income earners asking: How will this impact my investments, retirement, and financial f...

Smart Car Buying: Financial Tips for Maximizing WealthIn this episode of Retire Early Retire Now, Hunter Kelly, a certified financial planner, discusses essential financial strategies for car purchasing. He covers how to avoid lifestyle...

Hunter Kelly, a certified financial planner, delves into the top five detrimental financial decisions that can significantly hinder one's financial journey, especially for high-income earners like physicians and attorneys. He discuss...

Mastering Public Service Loan Forgiveness for DoctorsIn this episode of 'Retire Early, Retire Now,' host and certified financial planner Hunter Kelly dives deep into the specifics of Public Service Loan Forgiveness (PSLF) for high-income...

In this episode of the Retire Early Retire Now podcast, host Hunter Kelly, a Certified Financial Planner, delves into strategies to manage student loan debt for high-income earners, particularly new doctors and attorneys. He discusses the impor...

Can New Doctors Afford a Million Dollar Home? | Retire Early, Retire Now PodcastIn this episode of the 'Retire Early, Retire Now' podcast, host Hunter Kelly of Palm Valley Wealth Management presents a case study featuring Dr. John and J...

In this episode of the Retire Early Retire Now podcast, host Hunter Kelly from Palm Valley Wealth Management dives into all things taxes to help you prepare for the 2024-2025 tax season. Learn how to organize and manage essential tax documents ...

In this episode of the 'Retire Early Retire Now' podcast, host Hunter Kelly, a certified financial planner and owner of Palm Valley Wealth Management, reintroduces himself and the mission of the podcast. Aimed at simplifying financial planning ...

Tax-Efficient Charitable Giving Strategies | Retire Early & Maximize ReturnsIn this Christmas Eve episode of the Retire Early Return Out Podcast, hosted by Hunter Kelly of Palm Valley Wealth Management, explore four tax-ef...

Maximizing Tax Efficiency through Roth ConversionsIn this episode of the Retire Early Retire Now podcast, host Hunter Kelly, owner of Palm Valley Wealth Management, discusses the nuances of Roth conversions as an advanced tax planning t...

In 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 f...