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Episode 24: Maximizing your financial freedom with a 3 bucket strategy

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The episode discusses the three-bucket strategy as a tool for achieving financial freedom and early retirement. It explains the conce…

2 years, 1 month ago

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Episode 23: 5 Ways to Contribute to a Roth Account

Episode 23

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The episode discusses the basics of a Roth IRA and outlines the five ways to contribute to a Roth account, including personal contrib…

2 years, 1 month ago

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Episode 22: The HSA: Minimizing your taxes and maximizing your net worth!

Episode 22

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this Podcast discusses the importance of utilizing Health Savings Accounts (HSA) to save on taxes and enhance net worth. It provides …

2 years, 1 month ago

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Episode 21: Annuities: The Good, The Bad, The Ugly

Episode 21

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In this episode, Hunter discusses the topic of annuities, covering general information, the benefits, drawbacks, and potential pitfal…

2 years, 2 months ago

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Episode 20: 20 important factors to consider before venturing into rental real estate

Episode 20

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In this episode, the host discusses 20 important factors to consider before venturing into rental real estate. They emphasize the imp…

2 years, 2 months ago

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Episode 19: 5 Estate Planning Mistakes!

Episode 19

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The host, Hunter Kelly, discusses the top five estate planning mistakes and shares personal anecdotes and insights. He emphasizes the…

2 years, 2 months ago

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Episode 18: 5 Reasons Everyone Should Own a Business

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Episode 18: 5 Reasons Everyone Should Own a Business.
 The host discusses the benefits of owning a business, including the ability to …

2 years, 2 months ago

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Episode 17: Taking Charge of Your Investments: The Top 5 Controllable Factors

Episode 17

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This Episode discusses the top five things that individuals can control within their investments to optimize their returns and reach …

2 years, 2 months ago

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Episode 16: The 5 Biggest Risk to Destroying Your Wealth

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Check out the Palm Valley Wealth Management Website
PalmValleywm.com

Check us out on
Instagram
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Listen to the Podcast He…

2 years, 3 months ago

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Episode 15: The Corporate Transparency Act

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In Episode 15, we discuss the Corporate Transparency Act



FinCen FAQ about the Corporate Transparency act:
Click here

Link to File your …

2 years, 3 months ago

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