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Uncovering Financial Blind Spots for High-Income Professionals

In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner and founder of Palm Valley Wealth Management, delves into the five most common financial blind spots that high-income professionals often overlook. These blind spots can include overreliance on retirement accounts, ignoring tax diversification, insurance gaps, emotional or outdated investment allocation, and neglecting tax planning beyond April 15th. By identifying these areas and offering actionable solutions, Hunter helps listeners optimize their finances, avoid pitfalls, and achieve their long-term financial goals. The episode also underscores the importance of holistic financial planning and coordination among various advisors to ensure a comprehensive approach to wealth management.

00:00 Welcome to The Retire Early Retire Now Podcast
01:48 Understanding Financial Blind Spots
05:46 Blind Spot #1: Overreliance on Retirement Accounts
09:55 Blind Spot #2: Ignoring Tax Diversification
13:46 Blind Spot #3: Insurance Gaps for High Income Families
17:38 Blind Spot #4: Emotional or Outdated Investment Allocation
21:41 Blind Spot #5: Neglecting Tax Planning Beyond April 15th
24:28 Conclusion and Next Steps

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PalmValleywm.com

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When to Let Go: Traps to Avoid and Signs to Watch for in Stock Investing

In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner and founder of Palmen Valley Wealth Management, discusses the critical decision of knowing when to let go of a stock. Hunter covers emotional and financial traps that keep investors holding losing stocks, including the sunk cost fallacy and emotional attachment. He also explores how to identify changes in a company’s fundamentals and the impact of taxes on investment decisions. Hunter shares strategies on how to make smarter stock selling decisions and highlights the importance of a disciplined, systematic approach to investing. The episode concludes with Hunter offering actionable insights and inviting listeners to share their best financial decisions.

00:00 Introduction to the Podcast
00:57 The Emotional Traps of Holding Stocks
02:53 Recognizing When to Sell: Emotional and Fundamental Indicators
11:05 The Impact of Taxes on Selling Decisions
17:48 Actionable Steps for Selling Stocks
27:27 Conclusion and Final Thoughts

Check out the Palm Valley Wealth Management Website
PalmValleywm.com

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Celebrating 100 Episodes: Top 10 Financial Takeaways

In the special 100th episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner and owner of Palm Valley Wealth Management, reflects on the journey of creating the podcast and achieving the milestone of 100 episodes. Kelly expresses gratitude to the listeners for their support and shares 10 key financial takeaways from the podcast's history. These takeaways cover topics such as the true meaning of retirement, the importance of cash flow over net worth, tax-saving strategies, the significance of asset allocation, flexibility in financial planning, the value of staying invested, career growth as a wealth-building tool, the importance of estate planning, the power of community and conversation, and the impact of consistency in financial growth. Kelly also invites listeners to share their best financial decisions for future episodes. The episode concludes with a message of gratitude and hopes for the future of the podcast.

00:00 Welcome to Episode 100!
00:15 Reflecting on the Journey
00:58 Listener Appreciation
02:15 Top 10 Financial Takeaways
03:10 Takeaway 1: Retirement is About Freedom
05:54 Takeaway 2: Cashflow Beats Net Worth
07:49 Takeaway 3: Taxes are Your Biggest Expense
09:44 Takeaway 4: Allocation Over Returns
12:22 Takeaway 5: Flexibility is Key
14:18 Takeaway 6: Stay Invested
17:53 Takeaway 7: Your Career is Your Biggest Asset
20:15 Takeaway 8: Estate Planning for Everyone
21:11 Takeaway 9: Community and Conversation Matter
22:57 Takeaway 10: Consistency Compounds
25:26 Closing Remarks and Future 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