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In 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.

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PalmValleywm.com

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In 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 Website
PalmValleywm.com

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In 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 Website
PalmValleywm.com

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