Podcast appearances and mentions of hunter kelly

  • 29PODCASTS
  • 77EPISODES
  • 29mAVG DURATION
  • 1WEEKLY EPISODE
  • Jun 3, 2025LATEST

POPULARITY

20172018201920202021202220232024


Best podcasts about hunter kelly

Latest podcast episodes about hunter kelly

Retire Early, Retire Now!
Social Security Explained for Early Retirees: Taxes, Timing & Strategies

Retire Early, Retire Now!

Play Episode Listen Later Jun 3, 2025 20:06 Transcription Available


Send us a textIn 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 Security, including how it is calculated and taxed, as well as strategic considerations for maximizing your benefits. Key points include the impact of early retirement on Social Security, the tax implications, planning opportunities for self-employed individuals, and factors to consider when deciding when to start receiving benefits. Listeners also get practical advice on how to manage their finances to optimize Social Security payouts, and a sneak peek into next week's topic on distribution strategies for an early retirement. Don't forget to leave a five-star review and share the podcast for more financial insights.00:00 Welcome to The Retire Early Retire Now Podcast00:27 Introduction to Social Security for Early Retirement00:51 Understanding Social Security Basics01:06 Maximizing Your Social Security Benefits01:39 Listener Reviews and Podcast Growth02:34 How Social Security is Calculated04:35 Paying into Social Security: Taxes Explained06:54 Self-Employment and Social Security Contributions10:38 Calculating Your Social Security Benefit13:06 When to Take Social Security: Key Considerations19:06 Conclusion and Next Week's TopicCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Early Retirement : How to Maximize Your Wealth and Minimize Your Taxes

Retire Early, Retire Now!

Play Episode Listen Later May 27, 2025 24:36 Transcription Available


Send us a textTax 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 advantages of Roth conversions during low-income years, the benefits of tax-loss harvesting to offset capital gains, the importance of proper asset location, strategic withdrawal sequencing to minimize taxes, and the utilization of Health Savings Accounts (HSAs) for managing medical expenses before Medicare eligibility. Emphasizing long-term tax planning, he offers valuable insights to help listeners retain more of their wealth and achieve a smoother transition into early retirement.00:00 Introduction to Tax Savings Strategies for Early Retirees02:25 Roth Conversions: A Game Changer for Early Retirees09:22 Tax Loss Harvesting: Turning Losses into Gains14:09 Asset Location: Placing Investments Strategically17:21 Strategic Withdrawal Sequencing: Maximizing Your Retirement Funds20:05 Health Savings Accounts: A Triple Tax Advantage22:40 Conclusion and Next StepsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
5 Fastest Ways to Build Wealth for High-Income Professionals

Retire Early, Retire Now!

Play Episode Listen Later May 20, 2025 15:01 Transcription Available


Send us a textIn 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 matches, investing in equities, increasing income, practicing tax efficiency, and starting a business. The episode aims to assist listeners, primarily in their thirties and forties, who are in the wealth accumulation phase, helping them move towards financial independence or early retirement. Listeners are encouraged to share the podcast with friends and leave a five-star review to help spread financial knowledge.00:00 Welcome to the Retire Early Retire Now Podcast00:09 Introduction to Wealth Building Strategies01:43 Automate Your Savings and Get Your Employer Match04:27 Invest in Equities for Faster Growth07:43 Increase Your Income for Greater Wealth10:04 Maximize Tax Efficiency11:50 Start a Business for Exponential Growth14:04 Conclusion and Final ThoughtsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Retiring Early with a Semi-Retirement

Retire Early, Retire Now!

Play Episode Listen Later May 13, 2025 20:02 Transcription Available


Send us a textIn 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 benefits of semi-retirement, such as increased flexibility, financial independence, mental stimulation, and improved health. Hunter shares practical advice on evaluating your financial situation, assessing career options, planning, and considering healthcare. He also celebrates the second anniversary of his firm, Palm Valley Wealth Management, and emphasizes the importance of designing a fulfilling and balanced life.00:00 Introduction to Semi-Retirement01:25 Celebrating Milestones: Palm Valley Wealth Management02:43 Benefits of Semi-Retirement09:35 Planning for Semi-Retirement15:57 Healthcare Considerations17:11 Embracing Flexibility and ConclusionCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Maximizing Your Wealth: Why Increasing Income Outweighs Investment Returns

Retire Early, Retire Now!

Play Episode Listen Later May 6, 2025 24:10 Transcription Available


Send us a textIn 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 high-income professionals in their thirties and forties, the episode explores how to boost income through negotiating raises, learning new skills, and starting side gigs. Through real-life examples and actionable steps, Kelly shows how enhancing income can have a significantly larger impact on financial growth compared to achieving slightly higher investment returns.00:00 Introduction and Podcast Overview00:18 The Importance of Increasing Income02:21 Why Rate of Return Isn't Everything08:32 Real-Life Examples of Income Growth13:37 Actionable Steps to Boost Your Income20:23 Conclusion and Final ThoughtsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Maximizing Wealth for Early Retirement: Essential Strategies and Key Milestones

Retire Early, Retire Now!

Play Episode Listen Later Apr 29, 2025 31:36 Transcription Available


Send us a textIn 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 the three essential retirement accounts (employer retirement plans, Roth IRAs, and taxable brokerage accounts), investment strategies balancing growth and stability, diversification, and liquidity. Hunter also discusses tax planning tactics and milestones for those in their thirties, forties, and fifties to stay on track for early retirement. This detailed guide emphasizes the importance of early and aggressive saving, avoiding lifestyle creep, and the need for continuous financial education and planning.00:00 Welcome to The Retire Early Retire Now Podcast00:18 Introduction to Early Retirement Planning01:19 Key Retirement Accounts for Early Retirement07:13 Investment Strategies for Early Retirement13:11 Avoiding Common Investment Traps16:04 Tax Planning for Early Retirement20:47 Laying the Foundation for Early Retirement26:57 Milestones for Your 30s, 40s, and 50s31:07 Conclusion and Next StepsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Term vs. Whole Life Insurance: Which is Right for You?

Retire Early, Retire Now!

Play Episode Listen Later Apr 22, 2025 18:58 Transcription Available


Send us a textTerm 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. Hunter discusses the differences between term life and whole life insurance policies, providing insights into which option might be more suitable based on individual circumstances. He highlights the affordability and flexibility of term life insurance, especially for young professionals, while acknowledging certain scenarios where whole life insurance could be beneficial. Hunter also touches on the financial implications, potential tax benefits, and strategic planning around choosing the right policy. Listeners are encouraged to assess their own needs and consult financial or insurance professionals for personalized advice. The episode is educational and offers practical guidance on maximizing and protecting wealth through appropriate life insurance choices.00:00 Introduction to the Podcast00:14 The Importance of Life Insurance02:18 Understanding Term Life Insurance07:21 Exploring Whole Life Insurance13:43 Comparing Term and Whole Life Insurance16:02 Special Considerations for Life Insurance17:22 Conclusion and Contact InformationCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Target Date Funds vs. Custom Investment Allocation: A Deep Dive

Retire Early, Retire Now!

Play Episode Listen Later Apr 15, 2025 34:23 Transcription Available


Send us a textTarget 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 an in-depth comparison between target date funds and custom investment allocations. After a two-week hiatus due to a busy review season, Kelly discusses the convenience and benefits of target date funds, such as ease of use, automatic rebalancing, and broad diversification. However, he also highlights the limitations for high-income earners, including lack of personalization and tax inefficiency. The episode then explores the advantages of a custom allocation, focusing on personalized asset mixes, cost and tax efficiency, and a deeper understanding of one's financial portfolio. Kelly provides practical advice based on the listener's stage in their investing career and emphasizes the importance of a holistic view of all investment accounts. The episode wraps up with tips for those considering professional financial advice and a call to action to engage with the podcast for further insights.00:00 Introduction and Welcome00:43 Topic Overview: Target Date Funds vs. Custom Investment Allocation02:34 Understanding Target Date Funds06:48 Pros of Target Date Funds12:52 Cons of Target Date Funds18:33 Exploring Custom Investment Allocation21:57 Pros and Cons of Custom Allocation28:45 Recap and Final Thoughts33:15 Conclusion and Call to ActionCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Pension Lump Sum vs. Monthly Payments: How to Choose the Best Retirement Option

Retire Early, Retire Now!

Play Episode Listen Later Mar 18, 2025 14:48 Transcription Available


Send us a textNavigating 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 decision for those with pensions on whether to take a lump sum or monthly payment. With pensions becoming rare, Hunter examines factors like life expectancy, risk tolerance, investment potential, and tax implications in making this decision. He also shares a real client case study to illustrate the considerations involved. This episode equips high-income professionals with the knowledge to make informed retirement choices.00:00 Introduction to the Podcast00:16 The Decline of Pensions00:55 Pension Payment Options03:04 Calculating Your Pension05:17 Client Case Study: John and Jane06:38 Key Factors to Consider08:22 Breakeven Point Analysis12:35 Final Thoughts and Advice14:17 Conclusion and DisclaimersCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Are You Ready for Retirement? 5 Money Goals to Reach by 50

Retire Early, Retire Now!

Play Episode Listen Later Mar 11, 2025 25:14 Transcription Available


Send us a textIn 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 week's discussion about financial goals for age 40 and is geared towards high-income earners such as physicians and attorneys. Key areas covered include saving six to eight times your annual income for retirement, eliminating consumer debt, maximizing retirement contributions, diversifying investments, and securing an estate plan. Additionally, Hunter emphasizes the importance of long-term investment strategies amid market uncertainties and offers practical advice on how to stay financially on track.00:00 Welcome to the Retire Early Retire Now Podcast00:14 Introduction to Financial Benchmarks by Age 5001:14 Market Insights and Long-Term Investment Strategy02:46 Benchmark 1: Retirement Savings Goals07:35 Benchmark 2: Eliminating Consumer Debt10:54 Benchmark 3: Maximizing Retirement Contributions12:52 Benchmark 4: Diversifying and Managing Investments19:45 Benchmark 5: Importance of Estate Planning24:49 Recap and Final ThoughtsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Five Financial Benchmarks to Achieve by Age 40

Retire Early, Retire Now!

Play Episode Listen Later Mar 4, 2025 34:00 Transcription Available


Send us a textIn 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 such as creating and tracking a financial plan, building an emergency fund, reducing consumer debt, saving three to five times annual income for retirement, and investing outside of retirement accounts. Kelly also offers actionable steps, including automating finances, prioritizing tax efficiency, increasing income, and avoiding lifestyle creep, to help listeners achieve these goals and gain financial flexibility in their 40s.00:00 Introduction to Retire Early Retire Now Podcast00:21 Challenges of the Thirties01:55 Setting Financial Benchmarks for Age 4005:01 Goal 1: Have a Financial Plan08:32 Goal 2: Build an Emergency Fund11:46 Goal 3: Eliminate Consumer Debt16:25 Goal 4: Save for Retirement20:22 Goal 5: Invest Outside Retirement Accounts25:01 Actionable Steps to Achieve Financial Goals33:03 Conclusion and Final ThoughtsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Maximizing Wealth with Direct Index Investing: A Tax-Efficient Strategy for High-Income Earners

Retire Early, Retire Now!

Play Episode Listen Later Feb 25, 2025 22:01 Transcription Available


Send us a textIn 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 widely available due to advancements in technology and zero trading fees. Hunter explains how direct index investing allows for significant tax efficiency through tax loss harvesting and customization. The episode elaborates on the criteria for effective use, such as high-income brackets, concentrated stock holdings, and charitable giving, and emphasizes the importance of professional advice for managing the complexity of this strategy. Ideal for high-income earners, the conversation provides valuable insights into minimizing tax liabilities and boosting long-term wealth.00:00 Introduction to Unique Investment Strategy00:34 Understanding Direct Index Investing01:45 Tax Efficiency in Brokerage Accounts04:06 Benefits of Direct Index Investing13:10 Managing a Direct Index Portfolio16:41 Criteria for Direct Index Investing21:08 Conclusion and Final ThoughtsDimensional Advisors Research PaperCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Smart Car Buying: Financial Tips for Maximizing Wealth

Retire Early, Retire Now!

Play Episode Listen Later Feb 11, 2025 16:12 Transcription Available


Send us a textSmart 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 creep and over-purchasing, setting guidelines like the 20-4-10 rule—putting 20% down, financing for under four years, and keeping total car expenses under 10% of monthly income. Hunter addresses paying cash vs. financing and highlights the importance of maintaining liquidity and saving for investments. Real-life examples and practical advice help viewers make informed decisions about buying cars while continuing to build wealth.00:00 Introduction to Smart Car Buying01:06 Determining Your Car Budget03:42 Financing vs. Paying Cash05:21 Depreciation and Car Value09:33 Real-Life Client Example12:21 Pros and Cons of Financing14:49 Final Takeaways and Advice This Podcast is for educational purposes only. . It's not meant to be financial insurance or tax advice. Please seek a financial professional  when thinking about your own situation and do not make decisions solely based on this podcast.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Mastering Public Service Loan Forgiveness for Doctors

Retire Early, Retire Now!

Play Episode Listen Later Jan 28, 2025 16:57 Transcription Available


Send us a textMastering 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 professionals such as doctors, attorneys, and other eligible professions. He discusses eligibility criteria, the types of loans that qualify, necessary repayment plans, and the importance of certification and documentation. Hunter also highlights the benefits of PSLF, including tax-free loan forgiveness and flexible payments during residency, while cautioning against common pitfalls such as neglecting certification and switching to non-qualifying repayment plans. The episode underscores the enormous financial impact PSLF can have, potentially forgiving hundreds of thousands of dollars in student debt, and provides actionable steps for professionals to enroll and stay on track. For personalized advice, listeners are encouraged to reach out to Hunter Kelly via his website.00:00 Introduction to Public Service Loan Forgiveness (PSLF)01:18 Understanding PSLF Eligibility03:26 Qualifying Employers for PSLF05:00 Making Qualified Payments08:53 Benefits of PSLF for Doctors10:52 How to Enroll in PSLF13:11 Common Pitfalls to Avoid15:18 Closing Thoughts and Final AdviceCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Strategies for Managing Student Loan Debt for Physicians and Attorneys

Retire Early, Retire Now!

Play Episode Listen Later Jan 22, 2025 18:09 Transcription Available


Send us a textIn 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 importance of understanding the landscape of student loans, including federal and private loans, interest rates, and repayment statuses. The episode covers income-driven repayment plans, public service loan forgiveness, and loan consolidation or refinancing options. Hunter also emphasizes balancing debt repayment with other financial goals such as retirement savings and building an emergency fund, and offers practical tips for paying off debt faster. He encourages listeners to live modestly post-residency and automate payments to achieve financial freedom more efficiently.00:00 Introduction to the Podcast01:27 Understanding Student Loan Debt03:45 Federal Loan Repayment Strategies04:59 Public Service Loan Forgiveness Overview06:16 Loan Consolidation and Refinancing10:10 Balancing Debt with Financial Goals14:27 Practical Tips for Faster Debt Repayment16:52 Conclusion and Next StepsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Can New Doctors Afford a Million Dollar Home? | Retire Early, Retire Now Podcast

Retire Early, Retire Now!

Play Episode Listen Later Jan 14, 2025 21:14 Transcription Available


Send us a textCan 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 Janice Brown. This physician couple, earning a combined income of $625,000, wants to know if they can purchase a million-dollar home while still aiming to retire by age 55. Hunter walks through their financial situation, analyzing their assets, liabilities, savings, and cash flow, and provides valuable insights on budgeting, debt management, and investment strategies. This episode is for educational purposes only and encourages listeners to seek professional financial advice for their personal situations.00:00 Introduction to the Podcast00:57 Meet Dr. John and Janice Brown01:26 Financial Goals and Initial Questions02:12 Investment and Financial Planning03:22 Understanding Net Worth09:18 Five-Year Cash Flow and Savings Strategy11:54 Home Buying Considerations19:45 Conclusion and Final ThoughtsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Tax Season Made Simple: Key Documents High-Income Earners Need

Retire Early, Retire Now!

Play Episode Listen Later Jan 7, 2025 15:47 Transcription Available


Send us a textIn 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 including W2s, 1099s, K1s, and more. Discover common income-related documents, tips for staying organized, and the importance of communication with your CPA and financial advisor. Whether you're a high-income earner with complex tax situations or someone filing simple returns, this episode is packed with valuable insights to minimize errors, avoid penalties, and optimize your financial planning.00:00 Welcome to the Retire Early Podcast01:14 Importance of Tax Organization02:28 Common Income-Related Documents08:50 Business and Real Estate Tax Documents11:52 Tips for Staying Organized14:32 Conclusion and Final AdviceCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Top 5 Financial Planning Tips for High Income Earners in 2025

Retire Early, Retire Now!

Play Episode Listen Later Dec 31, 2024 24:04 Transcription Available


Send us a textIn 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 for high-income earners, especially physicians and attorneys, the episode covers essential financial strategies to undertake at the beginning of the new year. Topics include reassessing financial goals, tracking net worth, adjusting savings rates, optimizing investments, reviewing insurance, and planning for major expenses. Hunter offers practical tips on using technology for better financial management and emphasizes the importance of periodic check-ins to ensure financial goals are met.00:00 Welcome to the Retire Early Podcast00:31 Introduction and Podcast Mission01:53 Five Financial Planning Checklist Items for High Income Earners02:47 Checklist Item 1: Reassess Your Financial Goals12:02 Checklist Item 2: Review Your Tax Strategies14:39 Checklist Item 3: Optimize Your Investments18:24 Checklist Item 4: Review Your Insurance19:14 Checklist Item 5: Plan for Major Expenses23:04 Conclusion and Call to ActionCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Tax-Efficient Charitable Giving Strategies

Retire Early, Retire Now!

Play Episode Listen Later Dec 24, 2024 16:25 Transcription Available


Send us a textTax-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-efficient ways to donate to your favorite charities. Learn about donor-advised funds, qualified charitable distributions (QCDs), donating appreciated assets, and charitable trusts. Discover how these strategies can help you meet your financial goals and maximize your tax deductions. Hunter also invites listeners to share their favorite charities on YouTube. Note: This podcast is for educational purposes only and not a substitute for professional advice.00:00 Welcome to the Retire Early Podcast00:06 Introduction to Tax-Efficient Giving01:13 Donor Advised Funds Explained04:35 Qualified Charitable Distributions (QCDs)07:40 Gifting Appreciated Assets08:47 Understanding Charitable Trusts15:34 Conclusion and Holiday WishesCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Roth Conversions: Building Long-Term Tax Flexibility and Control

Retire Early, Retire Now!

Play Episode Listen Later Dec 17, 2024 28:33 Transcription Available


Send us a textMaximizing 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 tool. The episode covers the importance of timing and strategy in minimizing lifetime tax liabilities, particularly for high-income earners. Key points include understanding the process of converting pre-tax retirement funds to Roth accounts, evaluating tax brackets, and navigating potential pitfalls. Hunter also addresses how Roth conversions can be integrated with other tax strategies and estate planning for optimal financial flexibility. Practical tips for implementation and the role of financial professionals in this process are highlighted.00:00 Introduction to Roth Conversions03:26 Why Consider Roth Conversions?05:56 Key Factors and Considerations09:59 Roth Conversion Scenarios and Strategies20:07 Potential Drawbacks and Pitfalls23:02 Practical Tips for Implementation24:42 Palm Valley Wealth Management Approach27:48 Conclusion and Next StepsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Pre-Tax 401(k) vs. Roth 401(k): Which is Right for You?

Retire Early, Retire Now!

Play Episode Listen Later Dec 10, 2024 23:41 Transcription Available


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 decision, and how your current and future tax brackets impact your choice. Real-world examples and practical steps on evaluating and planning your retirement contributions are provided to help you optimize your financial strategy. Hunter emphasizes the importance of seeking professional financial advice tailored to individual circumstances.00:00 Welcome to the Retire Early Podcast00:27 Understanding Pre-Tax vs. Roth Contributions01:12 Tax Implications and Strategies04:56 Employer Match and Tax Flexibility11:34 Real-World Scenarios and Examples20:20 Practical Steps for Financial Planning22:44 Conclusion and Next StepsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Tax Basics High Income Earners Should Know

Retire Early, Retire Now!

Play Episode Listen Later Dec 3, 2024 17:43 Transcription Available


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, the difference between deductions and credits, and the taxation of bonuses. The episode aims to help listeners reduce their tax liabilities and better manage their finances as they approach tax season.00:00 Introduction to the Podcast00:27 Sharing and Reviewing the Podcast01:14 Understanding Marginal Taxes06:23 Progressive Tax System Explained07:46 Capital Gains and Tax Timing10:22 Deductions vs. Credits14:04 Taxation of Bonuses15:56 Summary and ConclusionCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Ending the Year Strong: Gratitude, Reconnection, and Experiences

Retire Early, Retire Now!

Play Episode Listen Later Nov 26, 2024 12:01 Transcription Available


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 possessions. Hunter emphasizes the importance of reflecting on positive experiences and relationships, highlighting how these elements can provide energy and fulfillment. He encourages listeners to give experiential gifts and spend meaningful time with people they care about. Although guest Danny White could not join due to technical issues, the episode remains timely and relevant.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Why Your Personal Rate of Return is More Important

Retire Early, Retire Now!

Play Episode Listen Later Nov 19, 2024 18:51 Transcription Available


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 planning, and asset allocation before constructing a portfolio. Hunter discusses the significance of personal rate of return over arbitrary benchmarks and details how to make investments tax-efficient. He encourages listeners to focus on their unique financial needs rather than market trends or media hype. The episode ends with an invitation for listeners to suggest topics and schedule personalized consultations.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
It's that time again... Open Enrollment With Danny White!

Retire Early, Retire Now!

Play Episode Listen Later Nov 5, 2024 27:32 Transcription Available


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 terms like deductible, max out-of-pocket, co-pay, co-insurance, HMO, and PPO. Additionally, they cover voluntary benefits such as critical illness, accident, and hospital insurance, including how these can help offset high medical costs. The episode aims to help listeners make informed decisions about health plans based on their specific situations, including significant life changes. It also touches on strategies for mitigating healthcare costs and the role of benefit brokers for business owners.Danny's Previous EpisodeCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Reducing Your Lifetime Tax Bill is a Wealth Building Super Power

Retire Early, Retire Now!

Play Episode Listen Later Oct 24, 2024 23:44 Transcription Available


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 loss harvesting and qualified charitable distributions for those over 75. Small business owners are advised on the benefits of electing S-corporation status and the Qualified Business Income (QBI) deduction, along with a focus on meticulous documentation and professional advice. The importance of long-term tax planning with the assistance of financial advisors is emphasized throughout. The episode wraps up with a teaser for next week's discussion on investments Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
What They Dont Tell You About Taxes

Retire Early, Retire Now!

Play Episode Listen Later Oct 22, 2024 24:36 Transcription Available


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 responsibilities between employees and self-employed individuals, emphasizing the importance of accurate tax withholding and the strategic planning of quarterly tax payments. Key tax terminologies, such as gross income, adjusted gross income (AGI), deductions, and credits, are explored alongside common forms like W2s and 1099s. The episode aims to empower listeners with the knowledge to optimize financial management and long-term goal achievement by legally minimizing tax liabilities. Listeners are encouraged to follow and share the podcast to deepen their understanding of these critical financial topics.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
If You Don't Track it, It Will Not Improve

Retire Early, Retire Now!

Play Episode Listen Later Oct 8, 2024 26:24 Transcription Available


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 how to calculate and improve these metrics, providing practical examples and strategies, such as increasing income, effective budgeting, and optimizing tax efficiency. He also mentions the significance of insurance coverage and offers services to help clients manage and improve their financial health.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Introducing The Palm Valley Pathway

Retire Early, Retire Now!

Play Episode Listen Later Oct 1, 2024 18:24 Transcription Available


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 Pathway, which includes exploration, organization, optimization, implementation, and review stages to help clients achieve their financial goals. He emphasizes the difference between financial planners and insurance salespeople, reflects on his journey into financial planning, and offers practical tips on organizing financial information using aggregator tools. The episode serves as an educational resource aimed at enhancing listeners' financial situations.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
What should I do with my investments during this election cycle?

Retire Early, Retire Now!

Play Episode Listen Later Sep 24, 2024 19:57 Transcription Available


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 uncertainties. He advises long-term investors to stay the course and continue regular contributions, while those nearing retirement should consider holding more cash. Additionally, Hunter emphasizes the importance of maintaining a diversified portfolio and seizing investment opportunities that arise during volatile periods. The episode concludes by reminding listeners to avoid emotional investment decisions and to seek professional financial advice if necessary.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Preparing Your Finances as Interest Rates Decline

Retire Early, Retire Now!

Play Episode Listen Later Sep 18, 2024 23:14 Transcription Available


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, evaluating student loans, and adjusting investment portfolios in response to changing rates. The podcast emphasizes the importance of methodical decision-making and consulting financial advisors for personalized advice during these economic shifts.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Debunking 5 Common Myths About LLCs: What Business Owners Should Know

Retire Early, Retire Now!

Play Episode Listen Later Sep 10, 2024 19:04 Transcription Available


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 complicated to set up, and do not require operating agreements for single-member entities. Kelly emphasizes the need for accurate information and the importance of consulting with legal and tax professionals for personalized advice. The episode includes practical tips on setting up an LLC, such as naming the entity, appointing a registered agent, and obtaining necessary permits and licenses.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Effective Tax Strategies To Consider Before Year-End

Retire Early, Retire Now!

Play Episode Listen Later Sep 3, 2024 27:02 Transcription Available


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 flexible spending accounts (FSA), and donor-advised funds for charitable giving. The host emphasizes the importance of preparing early to avoid last-minute issues and provides advice on rebalancing investments and managing tax withholdings. He also introduces tax-saving tools and services offered by Palm Valley Wealth Management.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Retirement Strategies for High Income Earners: The 3 Bucket Strategy

Retire Early, Retire Now!

Play Episode Listen Later Aug 27, 2024 29:43 Transcription Available


Send us a Text Message.In 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 challenges unique to high-income earners, benchmarks for savings, the importance of diversifying investments, and various tax-advantaged accounts such as HSAs and non-qualified deferred compensation plans. The episode also highlights common pitfalls to avoid, the importance of regular plan reviews, and ends with advice on charitable giving strategies. Listeners are encouraged to seek professional help if needed and to stay educated on best practices for financial planning.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
How to Avoid the silent wealth killer... Lifestyle Creep

Retire Early, Retire Now!

Play Episode Listen Later Aug 20, 2024 20:37 Transcription Available


Send us a Text Message.In this episode of the Retire Early Retire Now podcast, host Hunter Kelly, addresses the topic of lifestyle creep—the gradual increase in spending as income increases, particularly affecting high-income earners. He explores how to identify lifestyle creep, its detrimental long-term effects on financial goals, and practical strategies to mitigate it. Suggestions include setting clear financial goals, automating savings, practicing mindful spending, avoiding debt, and revisiting financial plans periodically. The episode underscores the importance of aligning spending with long-term financial objectives to prevent lifestyle creep from undermining financial independence.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

FOQN Funny
Kid Comedian Roasts His Family? Must-Listen!

FOQN Funny

Play Episode Listen Later Jul 29, 2024 5:03


At just nine years old, Hunter Kelly is already stealing the spotlight with his hilarious family roasts and surprise punchlines! From hiding grandma's teeth to calling out his dad's old man moments, Hunter's stage presence rivals the biggest names, even Kevin Hart! Craving more belly laughs? Catch Hunter's full act at https://foqnfunny.com or tap below to ditch the ads with FOQN Funny+! Love what you're hearing on FOQN Funny? Go a step further and become a member of FOQN Funny+. Enjoy exclusive perks and never-ending laughter. Join now at: https://plus.acast.com/s/foqn-funny. Hosted on Acast. See acast.com/privacy for more information.

Retire Early, Retire Now!
Episode 40: Should I repair my car or replace my car?

Retire Early, Retire Now!

Play Episode Listen Later Jul 2, 2024 13:25 Transcription Available


Send us a Text Message.In the 40th episode of 'Retire Early Retire Now,' host Hunter Kelly from Palm Valley Wealth Management addresses a listener's question regarding whether to repair or replace a car. The listener is facing a costly AC repair his car. Hunter provides a comprehensive analysis, considering factors such as car age, mileage, repair costs versus car value, and financial circumstances. He also offers practical guidelines for purchasing a new car if needed. The podcast is aimed at helping physicians and attorneys make informed financial decisions to retire early or now.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

KINDNESS WARRIORS
PRIDE (in the name of love & other good stuff)

KINDNESS WARRIORS

Play Episode Listen Later Jun 30, 2024 18:47


PRIDE was born of protest. Riots. The necessity to love & be who we are without fear of reprisal, judgement, criminality, violence, or death. In many places, PRIDE is now a celebration. A place where queer, rainbow, & LGBTQIA+ people & those who love them (go the allies!) can be seen, heard, & embraced for simply being who they are. As a queer person, my journey to self-acceptance has been a life-long one. I didn't come out until my mid-thirties & when I came out I came out ready to do whatever I could to be seen, heard, & to support others to be their authentic selves. Whether it was in boardrooms, ballrooms, greenrooms, or in the public eye - my mission has been a simple one: to be seen so that others might see themselves represented in positive, optimistic, & loving ways. Being a queer kid in small towns, big cities, or in places where queerness is literally illegal means that so many folks around the world need voices, faces, & ideas that reinforce to them that they are enough. As they are, as they will be… as they always have been. Society is great at telling us what to hide about ourselves, my life is dedicated to the opposite. I'm certain that my only job on this planet is to show love, be love, share love & invite love into this world. This week's Kindness Warriors episode is one that celebrates PRIDE, queerdom, rainbow allies, & everyone out there who knows that love truly is love.  To anyone struggling with self-acceptance or finding a community: let this be a love note to you. You're welcome here, with us. Always. A huge thanks goes out to this week's guests. Folks who, when I put out the call (or dropped into their DMs) sent through their thoughts on what PRIDE means to them whole-heartedly & without hesitation. You're all heroes in my eyes.And, in my heart. Happy PRIDE, whānau. Let's stretch the season out into every season. Let's double-down on lifting up others. This week's guests are Cheley Tackett: singer, songwriter, sister Janis Vogel: life coach, epic creative  Hunter Kelly: author, radio host, soul-brother Clare Cheyne: sister, ally, documentarian Emily Scott Robinson: singer, songwriter, sister with the best laugh! Madeline Finn: singer, songwriter, baby shark Laura LaBarbera: my best friend & soul mate  Haylie Craig: creative legend, inspiring human Dani Fennessy: sister, media personality Alice Soper: writer, host, rugby-mad sis Brooke Berry: host, creative, guru, a friend for the ages

Retire Early, Retire Now!
Episode 39:The 3-bucket strategy maximizes flexibility and longevity, offering the best chance for success.

Retire Early, Retire Now!

Play Episode Listen Later Jun 25, 2024 21:01 Transcription Available


Send us a Text Message.In the 39th episode of 'Retire Early, Retire Now,' host Hunter Kelly from Palm Valley Wealth Management discusses the 'Three Buckets Strategy' to help attorneys and physicians achieve career longevity and flexibility. Hunter addresses how to build financial resilience through three key financial buckets: emergency savings, long-term retirement accounts, and a flexible brokerage account for large purchases or time off. He emphasizes the importance of taking periodic breaks to prevent burnout and offers practical advice on managing finances for a better work-life balance. The episode is designed to guide professionals in making informed financial decisions to improve their quality of life and career satisfaction.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Episode 38: How physicians can minimize their biggest expense!

Retire Early, Retire Now!

Play Episode Listen Later Jun 18, 2024 16:09 Transcription Available


Send us a Text Message.In the 38th episode of 'Retire Early Retire Now,' host Hunter Kelly from Palm Valley Wealth Management discusses various financial planning strategies to help physicians minimize their tax liabilities. The episode emphasizes maximizing retirement accounts, such as 401(k)s, 403(b)s, SEP IRAs, and HSAs, to save on taxes. Kelly also touches on tax-efficient investment strategies, asset location, and the importance of tax loss harvesting. Additionally, he encourages consulting financial professionals for personalized advice and highlights the services offered by Palm Valley Wealth Management.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Episode 36: Protect Your Most Valuable Asset

Retire Early, Retire Now!

Play Episode Listen Later Jun 4, 2024 18:26 Transcription Available


In the 36th episode of 'Retire Early, Retire Now,' host Hunter Kelly from Palm Valley Wealth Management discusses the importance of protecting one's income, particularly for high-earning professionals like physicians and attorneys. The episode covers the significance of disability insurance to safeguard one's earning potential in case of an injury or disability. Hunter explains the types of disability insurance, including short-term and long-term policies, and delves into group versus individual policies. The episode also touches on crucial elements such as benefit riders, underwriting processes, and considerations for choosing the duration of coverage. Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Episode 35: From Residency to Attending... 10 Financial Planning Tips for New Attending Physicians

Retire Early, Retire Now!

Play Episode Listen Later May 28, 2024 21:16 Transcription Available


In the 35th episode of the 'Retire Early Podcast,' hosted by Hunter Kelly of Palm Valley Wealth Management, the focus is on providing financial advice to new physicians transitioning from residency to attending physician roles. The episode outlines ten critical tips for managing new income, debt repayment, budgeting, investing, and insurances, offering strategies like reverse budgeting, automating savings, understanding student loans, evaluating housing options, negotiating salaries, and planning for taxes and estate needs. Emphasis is placed on optimizing these factors to ensure long-term financial goals and stability.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Episode 32. Real Estate Transactions with Amanda Romeo

Retire Early, Retire Now!

Play Episode Listen Later May 7, 2024 32:49 Transcription Available


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 WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Episode 31: Mortgage Broker vs. Lender with Alex Testa of First Down Mortgage

Retire Early, Retire Now!

Play Episode Listen Later Apr 30, 2024 32:41 Transcription Available


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 MortgageAlex TestaCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Episode 27: Tax Prep vs Tax Planning with Wendy Barlin, CPA

Retire Early, Retire Now!

Play Episode Listen Later Apr 2, 2024 26:46 Transcription Available


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 LinkedInTax Boutique CPA Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Retire Early, Retire Now!
Episode 19: 5 Estate Planning Mistakes!

Retire Early, Retire Now!

Play Episode Listen Later Feb 6, 2024 20:09 Transcription Available


The host, Hunter Kelly, discusses the top five estate planning mistakes and shares personal anecdotes and insights. He emphasizes the importance of having correct beneficiaries, funding trusts, choosing the right executor or trustee, discussing the estate plan with family members, and considering lifetime giving and charitable giving. The host also mentions the option of using donor-advised funds for charitable contributions. The episode concludes with a reminder that the podcast is for educational purposes only and encourages listeners to leave a review or share the episode with a friend.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

The People of Penn State
The Football Letter Podcast Special: Hunter Kelly / Baltimore Chapter President Hunter Davey

The People of Penn State

Play Episode Listen Later Oct 31, 2023 47:55


Welcome to this week's episode of The Football Letter Podcast! On today's show, we're joined by letterman offensive lineman Hunter Kelly (0:56) and Baltimore Chapter President Hunter Davey (20:49). Hunter Kelly was a member of the 2016 Big Ten Championship squad, a two-time Academic All-Big Ten selection, and most recently played for the Massachusetts Pirates in the Indoor Football League. He discussed what it was like to get the chance to play football at Penn State after growing up as a huge fan of the Nittany Lions, how he excelled as an athlete and as a student, the work he put in to earn a scholarship, his experiences in arena football, and the significance of alumni support.Follow Hunter on X-----------------------------------------------------------------------------------------------------------Hunter Davey has been heavily involved as an alumni volunteer since graduating from Penn State in 2019 with a degree in chemical engineering. Having been named as a member of our Young Alumni Ambassador class of 2019-20, Hunter is now serving as the President of our Baltimore Chapter. We talked with Hunter about what made Penn State the school for him, the many events and activities of the Baltimore Chapter, his role as chapter president, how our alumni chapters can be a bridge to connect Penn Staters with each other, and what he's up to professionally as an account manager with Ecolab. Get involved with the Baltimore Chapter:WebsiteFacebookInstagramX

The Immeasurably More Podcast
Hunter - A Boy Whose Unspoken Love Changed Everything

The Immeasurably More Podcast

Play Episode Listen Later Aug 7, 2023 22:05


In honor of Hunter Kelly's Heaven Day - August 5th. Hunter's life is a legacy of love. Back in February, in honor of Hunter's birthday – Valentine's Day – Erin and Jill shared an episode all about Hunter, their favorite memories with him, and how he changed their lives. So today, in honor of Hunter's heaven birthday, they want to share this special episode with you again. Also, join them on Wednesday because they will be talking about grief… how it has impacted them, how it has played out in their stories, the hope of heaven, and the gift that can be found even in the midst of deep sorrow. Shop HH x MH Collection here.Learn more about our Podcast, Episode Guests and Hunter's Hope here.

The Crossover with Dr. Rick Komotar
Jim Kelly - The Jim Kelly Foundation: Hunter's Hope

The Crossover with Dr. Rick Komotar

Play Episode Listen Later Jun 26, 2023 18:13


The Buffalo Bills selected Jim Kelly in the first round of the 1983 NFL Draft. Only three players in NFL history had reached the 30,000-yard career passing mark faster. Eight times during his NFL career he passed for more than 3,000 yards in a season, and twenty-six times he passed for more than 300 yards in a game. Kelly led the NFL in passing in 1990 and 1991. In 11 seasons in Buffalo, Kelly led the Bills to the playoffs eight times. In 17 playoff game appearances, including four consecutive Super Bowls, he passed for 3,863 yards and 21 touchdowns.Kelly has devoted much of his post-football life to his son, Hunter Kelly, who was diagnosed with globoid-cell leukodystrophy (Krabbe Disease) and died as a result of the disease at the age of 8. To honor his son, Kelly established Hunter's Hope: a non-profit organization aimed to increase awareness of the disease. He and his wife Jill founded the annual Hunter's Day of Hope, which is held on February 14, and The Hunter James Kelly Research Institute at the University at Buffalo, where neuroscientists and clinicians are studying myelin and its diseases. Kelly also started The Kelly for Kids Foundation, a charity committed to serving disadvantaged and disabled youth in Western New York.

Way Up With Angela Yee
FULL INTERVIEW: Gerald Kelly Talks Freestyle Comedy, Hunter Kelly Roast, Kevin Hart Moment, + More

Way Up With Angela Yee

Play Episode Listen Later Mar 16, 2023 54:50 Transcription Available


Gerald Kelly Talks Freestyle Comedy, Hunter Kelly Roast, Kevin Hart Moment, + MoreSee omnystudio.com/listener for privacy information.

The Immeasurably More Podcast
Hunter - A Legacy of Love

The Immeasurably More Podcast

Play Episode Listen Later Feb 14, 2023 20:50


In honor of Hunter Kelly's birthday, life, and legacy of love. Shop HH x MH Collection here.Learn more about our Podcast, Episode Guests and Hunter's Hope here.

The Zen Perry Project
Ep. 47 - Hunter Kelly of Trestles

The Zen Perry Project

Play Episode Listen Later Dec 21, 2022 47:05


On this episode of the Zen Perry Project, Zen sits down with Hunter Kelly, guitarist and lead singer of an up-and-coming Santa Cruz rock band, Trestles! Hear about how Hunter and the band came together in spite of the pandemic, as well as how their commitment to a DIY ethic and use of a throwback recording program culminated in their new album "Halfway Up the Hill".The Zen Perry Project aims to highlight the humans behind the art that we love. Every aspect of a song, album, art piece - even the little details we might not consider - it's all the result of dedicated artists who work hard at their craft. Join Zen on this journey to find and fully appreciate these passionate people and their incredible work - you never know who might inspire you!In addition to interviews with artists, The Zen Perry Project is currently featured on KPCR 101.9FM, Pirate Cat Radio - every Wednesday at 8pm, don't miss Zen's hour which he spends showcasing talented, esoteric bands touring through the Bay Area.  Support the showIntrospective interviews with artistic individuals - an ongoing audiovisual journal of Zen Perry. Behold a wall of periodically updated webpages!Official Website: https://www.zenperryproject.com/Patreon: https://www.patreon.com/breakingnorthInstagram: @https://www.instagram.com/zenperryproject/Facebook: https://www.facebook.com/breakingnorthpodcastTwitter: @BreakingNorthTwitch: https://www.twitch.tv/breakingnorth_Youtube: https://www.youtube.com/@zenperryproject160Email: info@zenperryproject.comThanks for listening - hope you enjoy!

UFO Paranormal Radio & United Public Radio
In Too The Night W Shawn Demon Hunter Kelly 5 Time World Champion Demon Hunter 05 24 22

UFO Paranormal Radio & United Public Radio

Play Episode Listen Later May 25, 2022 50:04


In Too The Night W  Shawn Demon Hunter Kelly 5 Time World Champion Demon Hunter 05 24 22

United Public Radio
In Too The Night W Shawn Demon Hunter Kelly 5 Time World Champion Demon Hunter 05 24 22

United Public Radio

Play Episode Listen Later May 25, 2022 50:04


In Too The Night W Shawn Demon Hunter Kelly 5 Time World Champion Demon Hunter 05 24 22

Jacques Talk
Jacques Talk: Hunter Kelly

Jacques Talk

Play Episode Listen Later Jan 29, 2022 55:33


This convo with @nashvillehk was everything I needed. We talk about minority voices in the black, Hispanic anx LGBTQ communities and the attack on voting rights and even a little candace Owens --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/stephanie-jacques/message

730 The Game ESPN Charlotte
The Afternoon Rush – Hunter Kelly – Senior Day will be emotional

730 The Game ESPN Charlotte

Play Episode Listen Later Nov 16, 2021 8:46


730 The Game ESPN Charlotte
The Afternoon Rush – Hunter Kelly – Guys have stepped up after the loss to Georgia State and owned their roles

730 The Game ESPN Charlotte

Play Episode Listen Later Sep 21, 2021 8:55


The All-Purpose Podcast
A Very Special Reunion

The All-Purpose Podcast

Play Episode Listen Later Apr 14, 2021 57:04


The guys have the privilege of having Hunter Kelly and Renan Goncalves on the podcast to share some of their favorite memories from Chad’s soccer…

Mixing Church & State with Rick Scarborough
Interview with Hunter Kelly

Mixing Church & State with Rick Scarborough

Play Episode Listen Later Apr 9, 2021 9:35


Dr. Scarborough interviews the newest member of the Recover America Team, Hunter Kelly.

Fourth Man Up - Sports Podcast
Hunting in Happy Valley (feat. Hunter Kelly)

Fourth Man Up - Sports Podcast

Play Episode Listen Later Apr 1, 2021 71:08


Evaluating the recent NFL draft trades between the 49ers, Dolphins, and Eagles. (15:00)The Town Crier wins the WGC Match Play event however it begs the question of why we don't have more match play events throughout the year. Tequila sponsors on the PGA Tour and one-and-done picks. (27:00) Interview with Offensive Lineman Hunter Kelly joins us as we talk about his time at Neshaminy High School, Penn State, and his recent transition to UNC Charlotte. 

Soap Opera Royalty
Soap Opera Royalty-Dallas Episode 3

Soap Opera Royalty

Play Episode Listen Later Feb 24, 2021 97:14


Bobby and Pam split up, Jock and Miss Ellie hit a rough patch, JR is still working to destroy Cliff Barnes and Sue Ellen is pregnant and still drunk! It's never a dull moment in Dallas! Join me and my dear friend and Dallas aficionado, Hunter Kelly, as we wrap up our conversation of seasons 1 & 2! Enjoy! #Dallas #DallasFans #SouthforkRanch #TheEwings #soapoperaroyalty --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Soap Opera Royalty
SOR Spin-off: Dallas Ep 2

Soap Opera Royalty

Play Episode Listen Later Jan 13, 2021 86:45


Back this week with Episode 2 of Soap Opera Royalty-Dallas! The divine Hunter Kelly and I dive even deeper into the next 10 episodes of this salaciously delicious primetime soap! JR is more devilish than ever, Bobby and Pam are still the series goody two shoes and Sue Ellen is still drunk! Hope you're enjoying our journey down soap lane to Dallas! #Dallas #DallasFans #SouthforkRanch #TheEwings #soapoperaroyalty --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Soap Opera Royalty
SOR Spinoff: Dallas Ep 1

Soap Opera Royalty

Play Episode Listen Later Dec 22, 2020 78:21


Friends, the Soap Opera Royalty podcast is spinning off for a bit to go primetime! Along with my good friend, media personality, podcaster and host with the absolute most-Hunter Kelly, we are digging down deep in the heart of Texas for one of our favorite shows, Dallas! From Bobby and Pam's wedding to the mystery of who shot J.R., we'll cover all the drama, romance, mystery and intrigue of this beloved primetime soap! Enjoy! #Dallas #EwingOil #Southfork #primetimesoap --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

The Multi-Media Men Podcast
Episode #12 – Model Surgery

The Multi-Media Men Podcast

Play Episode Listen Later Sep 1, 2020 114:23


Welcome to the brand new show on the Multi-Media Men Podcast Network called “No B.S. With Susan and Bryan“, a show dedicated to all forms of entertainment. Movies, television shows, music, theatre, and nationwide events will be covered, along with some other wild segments. Hosts Bryan Kluger from Boomstick Comics, High Def Digest, and Screen Rant along with Susan Kamyab of Irving Community Television and This Chix Flix team up for some hilarious discussions on the entertainment industry. This 12th episode is all about surgery and surgeons in Film and Television! In the twelfth episode, Susan and Bryan discuss all movie theaters opening back up with the release of Tenet, Stranger Things Season 5 rumors, all the DC trailers, and of course The Bachelor and The Bachelorette news and updates. Our main segment was all about surgery and surgeons, as we talk about the best surgeries performed I film and television, as well as the best surgeons on tv and on the big screen. We also dive into our own personal surgical experiences and if we were to have surgery, what we would have done.   BLIND WATCH In the weekly Blind Watch segment, Bryan and Susan switch off each episode and pick a movie neither of us has seen and review it. This episode was… Trapped Model (2019): Starring Lucy Loken/Directed by Damian Romay "Inspired by true events. Grace, an aspiring model, is thrilled to have fashion photographer Hunter Kelly help launch her career. But when the photoshoot becomes a kidnapping showing Hunter's true intentions to use Grace as his next “star” on a sexy website, Grace must find a way to escape before she becomes Hunter's next model murder victim." It was a lot of fun. And don't forget to visit iTunes , Stitcher , I Heart Radio, and Spotify to subscribe to our podcast. You can also email us at mybloodypodcast@gmail.com. Enjoy the show and see you next week! Thank you for listening. https://boomstickcomics.com/wp-content/uploads/2020/09/no-bs-12.mp3

All Access Football Podcast Network
2021 NFL Draft Player Spotlight: Hunter Kelly, IOL, Charlotte

All Access Football Podcast Network

Play Episode Listen Later Jun 12, 2020 21:00


After spending four years a part of the Penn State football program, offensive lineman Hunter Kelly is on the move. As a graduate transfer, he will look to bolster the University of Charlotte offensive line. 

Up to Date
Up To Date - Men are Afraid to Wear Masks

Up to Date

Play Episode Listen Later May 15, 2020 10:07


Hunter Kelly discusses the fragile masculinity surrounded around... wearing masks...?

Up to Date
New and Improved 'Up to Date' with Hunter Kelly

Up to Date

Play Episode Listen Later May 15, 2020 3:35


Hunter Kelly introduces his new talk show, 'Up to Date'.

Out on a Limb - Adam Michalesko
Inside the mind of Hunter Kelly - Out on a Limb. Ep. 6

Out on a Limb - Adam Michalesko

Play Episode Listen Later Apr 18, 2020 76:05


Inside the mind of Hunter Kelly - Out on a Limb. Ep. 6 Hunter Kelly is a good friend. Listen to the stories he shares. When he first got recruited to play at Penn State. Why Kanye is his favorite artist. The life of a D1 football player at one of the top schools in the country Penn State. Why he entered the transfer portal. His hidden talents. His love for being on TV with news. If you have any suggestions for guest on the show, comment below or message me private. Out on a Limb is taking the world by storm... Eventually. Thank you for listening. Make sure you hit the like button, subscribe, hit the post bell notification and buy my merch (even though I do not have any yet). To follow Hunter and or to debate on why he isn't the #1 fan of Kanye West follow him on social media https://instagram.com/theofficialhk?igshid=1n0eqhfau1kgb Check out Hunter Kelly (@_hunterkelly_): https://twitter.com/_hunterkelly_?s=09 Thank you Charlie for help! Show him love. https://instagram.com/crk_iii?igshid=1giq4rcnoq5xg Whats good and welcome to the podcast that is taking the world by storm... Eventually... Make sure to subscribe, like, comment who you want to see on this podcast. Hit the post bell notification for all the latest content. Buy my merch (even though there is none yet) Follow me on social media @adammichalesko https://instagram.com/adammichalesko?igshid=8us9z7x87tjg @adammichalesko- Instagram, twitter, facebook Follow this podcast social media! https://www.instagram.com/out_on_a_limbooal/ https://twitter.com/OOALBP https://www.facebook.com/OutonaLimbOOALBP/?view_public_for=101267304878448 Out on a Limb tik tok https://vm.tiktok.com/nxP5CB/ Adam Michalesko's Tik tok https://vm.tiktok.com/nxq38e/ Links for the podcast on the go! All streaming platforms and soon Apple Music! https://www.youtube.com/channel/UCWJ03N-1RZyPMrHarlonp7g https://open.spotify.com/show/3695XkEXOgKQS7J9NcAoRG https://www.google.com/podcasts?feed=aHR0cHM6Ly9hbmNob3IuZm0vcy8xYTEzOWQ2Yy9wb2RjYXN0L3Jzcw== https://www.breaker.audio/lssj https://radiopublic.com/lssj-GAdVLK https://pca.st/6pprmu85 --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Penn State Update | Penn State Football Daily Briefing
Former Penn State player files hazing lawsuit, Lions rank No. 9 in final AP poll

Penn State Update | Penn State Football Daily Briefing

Play Episode Listen Later Jan 15, 2020 5:10


Penn State coach James Franklin and several of his players are named in a hazing lawsuit. Penn State wraps up the 2019 season in the top 10 of the final AP poll. The Lions have early 50-to-1 odds to win the 2021 national title. And backup lineman Hunter Kelly is in the NCAA transfer portal. We’ll cover all those headlines on this edition of The Penn State Update podcast. See acast.com/privacy for privacy and opt-out information.

Sideline Stories
Episode 3: The Voice of Beaver Stadium

Sideline Stories

Play Episode Listen Later Dec 21, 2019 23:06


Hunter Kelly sits down with Dean DeVore, the Public Address announcer for Penn State’s Beaver Stadium. DeVore shares stories about his career and goes in depth about the things he does behind the scenes to put together a memorable gameday for fans. This podcast used the following works: Theme music: “Upbeat Party” by Scott Holmes, https://scottholmesmusic.com/tracks/royalty-free-music-upbeat-party/, CC 4.0 “Charangos” by LATASHA, Youtube Audio Library, https://www.youtube.com/audiolibrary/music?nv=1, CC Attribution Only Dean DeVore weather clip courtesy of 1010 WINS Radio, New York

Velvet's Edge with Kelly Henderson
I Can’t Speak To That with Hunter Kelly & Ashley Eicher (#53)

Velvet's Edge with Kelly Henderson

Play Episode Listen Later Oct 9, 2019 72:37


Hunter Kelly and Ashley Eicher each individually have an extensive reporting and television background working for everyone from Rolling Stone to ABC. They are now co-host of the hit Nashville Podcast, All Our Favorite People, which dives into the real stories of the country music world from successes to the messiness of life. They give Kelly some tips in interviewing they’ve learned over the years from their experiences with great interviews to times they’ve messed up (aka Hunter messing up a huge interview with Dolly Parton). The duo dives into major pop culture moments happening right now with everything from Aaron Carter to Britney Spears to Beyonce and Hunter divulges his biggest concern for anyone who is super famous.  Learn more about your ad-choices at https://news.iheart.com/podcast-advertisers

The We Are Next Podcast
MINISODE: Hunter Kelly, Strategy Intern at HAYMAKER

The We Are Next Podcast

Play Episode Listen Later Aug 31, 2018 15:06


Hunter Kelly, Strategy Intern at HAYMAKER, talks about what contributing to her getting hired full-time (yay!), flexing her creative muscles, and giving yourself enough credit for the things that come naturally.  See Hunter's full Intern Fieldnotes piece about her experience at HAYMAKER. About Intern Fieldnotes In this special series, summer interns from agencies all over the advertising industry share their experience to help make learnings about themselves, the agency, and the industry more accessible to everyone.

Phoning It In
9: #9 Ruth Hunter, Kelly Shatter, Pearl O'Rourke, Laura O'Leary

Phoning It In

Play Episode Listen Later Aug 26, 2018 32:20


This week, Dave talks to Eileen who thinks she's being followed; Seamus who punched a pope; and Grace, who believes an evil force is manipulating life in Dalkey. Dave is joined in studio by his special guest 'Reality Factualist' Jake X. Plus, the question of the week: What’s the most embarrassing thing you've ever done? To hear your complaint feature in a future episode, vent your anger to phoningitinshow@gmail.com Or message us on Instagram, Twitter or Facebook @PhoningItInShow

All Our Favorite People
Introducing All Our Favorite People

All Our Favorite People

Play Episode Listen Later May 17, 2018 4:41


The All Our Favorite People podcast is a place for longtime friends and Nashville-based media personalities Ashley Eicher and Hunter Kelly to share with you all about the music, movies, books, TV and whatever else they’re loving that week. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Cultural Standpoints
Empathy Machines - The Modern Need For Museums

Cultural Standpoints

Play Episode Listen Later Apr 17, 2018 16:22


Geeking Out with Kristian Bush
Episode 3: Hotels with Hunter Kelly

Geeking Out with Kristian Bush

Play Episode Listen Later Feb 20, 2018 34:16


Kristian turns the tables on country music journalist Hunter Kelly, whose love for hotels with dramatic architecture and rotating restaurants helped inspire this podcast. Also: the guys play Trade Ya, and KB answers the question "What is a bass drop, and why is it awesome?" Learn more about your ad-choices at https://news.iheart.com/podcast-advertisers

The Intern Whisperer
S1 Ep. 5: Hunter Kelly and Jose Contreras

The Intern Whisperer

Play Episode Listen Later Feb 14, 2018 40:14


Recorded 01/29/2018 to air on 02/14/2018. Join us as we talk with Hunter Kelly and Jose Contreras: founders and owners of Lucerna Studios.