Podcast Episodes
Back to SearchEpisode 34: Physicians can contribute how much to their retirement plans?!
Episode 34
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The Episode discusses the importance of utilizing 401k and 457B retirement accounts for physicians looking to retire early. It covers…
1 year, 11 months ago
Episode 33: Is the 1% advisor fee really worth it? ( listener question answered)
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The Episode discusses the question of whether it is worth paying a financial advisor 1% fee, diving into the complexities of investme…
1 year, 11 months ago
Episode 32. Real Estate Transactions with Amanda Romeo
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The episode features a conversation between host Hunter Kelly and real estate expert Amanda Romeo from Game Changer Realty. They disc…
1 year, 11 months ago
Episode 31: Mortgage Broker vs. Lender with Alex Testa of First Down Mortgage
Episode 31
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The Episode features a discussion between host Hunter Kelly and guest Alex Testa, a mortgage broker, covering topics like:
getting a …1 year, 11 months ago
Episode 30: Everyone Should Take Time to Refocus on What's Important
Episode 30
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The episode discusses five key takeaways from a recent conference focusing on personal development and strategies for business growth…1 year, 11 months ago
Episode 29: 5 ways to maximize your 30's to give you more freedom in your 40's
Episode 29
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This episode discusses the importance of making financial decisions in your thirties to set you up for success in your 40s, 50s, and …
2 years ago
Episode 28: Avoiding Fraud with Detective David Elliott
Episode 28
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Detective David Elliott provides valuable insights on common financial crimes and scams, emphasizing the importance of caution and vi…
2 years ago
Episode 27: Tax Prep vs Tax Planning with Wendy Barlin, CPA
Episode 27
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Hunter Kelly, CFP and Wendy Barlin, CPA discusses the differences between tax preparation and tax planning, emphasizing the importanc…
2 years ago
Episode 26: Preparing your Child for the Journey from High school to College with Wendy Mollo
Episode 26
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This podcast episode features Wendy Mollo from Florida College Coach discussing the significance of early college preparation for mid…
2 years ago
Episode 25: How do I fund my child's college?
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The episode discusses the two main ways parents can fund their child's college education, either through a 529 plan or a state prepai…
2 years, 1 month ago