The Episode discusses the importance of utilizing 401k and 457B retirement accounts for physicians looking to retire early. It covers the differences between the two accounts, strategies for maximizing contributions, potential tax implications, and the benefits of diversifying investment options. Hunter emphasizes the advantages of 457B for early retirement and provides guidance on navigating the nuances of these retirement plans.

Check out the Palm Valley Wealth Management Website
PalmValleywm.com

Check us out on
Instagram
LinkedIn
Facebook
Listen to the Podcast Here!
Apple
Spotify

The Episode discusses the question of whether it is worth paying a financial advisor 1% fee, diving into the complexities of investment portfolios, fees, advisor services, and value provided. Hunter provides insights into the considerations of fees, investment strategies, diversification, flexibility, and the broader range of services financial advisors offer beyond managing investments.

Check out the Palm Valley Wealth Management Website
PalmValleywm.com

Check us out on
Instagram
LinkedIn
Facebook
Listen to the Podcast Here!
Apple
Spotify

The episode features a conversation between host Hunter Kelly and real estate expert Amanda Romeo from Game Changer Realty. They discuss Amanda's career transition, the intricacies of real estate transactions, the importance of relationships in real estate, tips for sellers to make their homes marketable, the importance of home inspections for buyers, and the impact of a recent lawsuit on real estate commissions.

Check out the Palm Valley Wealth Management Website
PalmValleywm.com

Check us out on
Instagram
LinkedIn
Facebook
Listen to the Podcast Here!
Apple
Spotify

The Episode features a discussion between host Hunter Kelly and guest Alex Testa, a mortgage broker, covering topics like:

• getting a mortgage,
• fees to look out for,
• advantages of using a broker,
• effects of the NAR lawsuit,
• tips to avoid information selling by credit bureaus.

Alex shares insights on mortgage landscape, personal journey, lender niches, loan process, special mortgage products, NAR lawsuit impact, and buyer tips.

First Down Mortgage

Alex Testa

Check out the Palm Valley Wealth Management Website
PalmValleywm.com

Check us out on
Instagram
LinkedIn
Facebook
Listen to the Podcast Here!
Apple
Spotify

Check out the Palm Valley Wealth Management Website
PalmValleywm.com

Check us out on
Instagram
LinkedIn
Facebook
Listen to the Podcast Here!
Apple
Spotify

This episode discusses the importance of making financial decisions in your thirties to set you up for success in your 40s, 50s, and 60s. It emphasizes:

1. understanding long-term goals,
2. automating savings
3. increasing income
4. managing debt
5. opening a brokerage account for financial flexibility and freedom.

Check out the Palm Valley Wealth Management Website
PalmValleywm.com

Check us out on
Instagram
LinkedIn
Facebook
Listen to the Podcast Here!
Apple
Spotify

Detective David Elliott provides valuable insights on common financial crimes and scams, emphasizing the importance of caution and vigilance. The episode also offers practical tips such as consulting with banks, staying informed about scams, and seeking law enforcement help when needed. Overall, the key message is to be aware and seek professional guidance to safeguard against falling victim to financial fraud.

Internet Crime Complaint Center(IC3) | Home Page

Check out the Palm Valley Wealth Management Website
PalmValleywm.com

Check us out on
Instagram
LinkedIn
Facebook
Listen to the Podcast Here!
Apple
Spotify

Hunter Kelly, CFP and Wendy Barlin, CPA discusses the differences between tax preparation and tax planning, emphasizing the importance of understanding tax laws and maximizing benefits for small business owners and individuals. She highlights the need for education in tax matters and the value of seeking professional advice for tax planning. Wendy also touches on the changing demographics of clients seeking tax services and stresses the significance of setting clear expectations with clients.

Wendy's LinkedIn

Tax Boutique CPA

Check out the Palm Valley Wealth Management Website
PalmValleywm.com

Check us out on
Instagram
LinkedIn
Facebook
Listen to the Podcast Here!
Apple
Spotify