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Episode 14: Pay Yourself First in 2024

Episode 14

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In this episode you will learn the difference between tradition budgeting and "pay yourself first" budgeting, when your debt-to-incom…

2 years, 3 months ago

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Episode 13: Dude, Where's my 401(k)?

Episode 13

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This episode will discuss the considerations you should be making when deciding what to do with your old 401(k). 

Topics to consider:

C…

2 years, 4 months ago

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Episode 12: 7 Simple Steps to Building Wealth

Episode 12

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What is the best way to build wealth? 

This is the most common question I get from families in their thirties and forties. So I record…

2 years, 4 months ago

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Episode 11: What you should expect when hiring a financial advisor.

Episode 11

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In this episode, Hunter outlines the process of hiring a financial advisor from start to finish. If you are unsure of how to find and…

2 years, 4 months ago

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Episode 10: The Value of On-going Planning

Episode 10

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This Episode covers 3 ways On-going planning can be impactful to the client's advisors serve.


Palm Valley Wealth Management


Brokerchec…

2 years, 4 months ago

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Episode 9: Which Financial Advisor is right for you?

Episode 9

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In this episode, I discuss the different types of financial advisors, and which one might be the right one for you.

If you are liking…

2 years, 5 months ago

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Episode Number 8: Practicing Life Focused Spending in Retirement

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Check out the Palm Valley Wealth Management Website
PalmValleywm.com

Check us out on
Instagram
LinkedIn
Facebook
Listen to the Podcast He…

2 years, 5 months ago

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Episode 7: Optimizing your Side Business

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In This Episode, Hunter gives three tips on making your side-business more organized to be less headache at the end of the year when …

2 years, 5 months ago

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Episode 6: Using Tax Planning in an Early Retirement

Episode 6

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In this episode, Hunter will give an overview of tax planning and present a high-level case study on Roth conversions.  If you like w…

2 years, 5 months ago

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Episode 5: Maximizing your Employee Benefits with Danny White

Episode 5

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in this episode Hunter and Danny Discuss the framework of how to be decide on health insurance, Disability insurance, Group Life insu…

2 years, 5 months ago

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