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...

In 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...

5 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 u...

In 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 goo...

In 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 ...

In 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 ...

The 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 Ma...

In 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 includin...