• Retire Early, Retire Now!

  • Written by: Hunter Kelly
  • Podcast
Retire Early, Retire Now! cover art

Retire Early, Retire Now!

Written by: Hunter Kelly
Listen for free

  • Summary

  • This is a Podcast to help people retire early and help people retire now. Financial Planning topics will be covered and explained so you can plan and retire with confidence.

    © 2024 Retire Early, Retire Now!
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Episodes
  • Episode 31: Mortgage Broker vs. Lender with Alex Testa of First Down Mortgage

    Episode 31: Mortgage Broker vs. Lender with Alex Testa of First Down Mortgage
    Apr 30 2024

    The Episode features a discussion between host Hunter Kelly and guest Alex Testa, a mortgage broker, covering topics like:

    • getting a mortgage,
    • fees to look out for,
    • advantages of using a broker,
    • effects of the NAR lawsuit,
    • tips to avoid information selling by credit bureaus.

    Alex shares insights on mortgage landscape, personal journey, lender niches, loan process, special mortgage products, NAR lawsuit impact, and buyer tips.

    First Down Mortgage

    Alex Testa

    Check out the Palm Valley Wealth Management Website
    PalmValleywm.com

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    33 mins
  • Episode 30: Everyone Should Take Time to Refocus on What's Important

    Episode 30: Everyone Should Take Time to Refocus on What's Important
    Apr 23 2024
    The episode discusses five key takeaways from a recent conference focusing on personal development and strategies for business growth in the financial planning industry. Topics include creating a personal vision, tracking time to identify areas for improvement, crafting a brand story, building a public presence, and enhancing expertise in tax planning. Hunter emphasizes the importance of balancing personal life goals with business growth and finding ways to inspire and help other advisors and clients in the industry.

    Check out the Palm Valley Wealth Management Website
    PalmValleywm.com

    Check us out on
    Instagram
    LinkedIn
    Facebook
    Listen to the Podcast Here!
    Apple
    Spotify
    Show more Show less
    13 mins
  • Episode 29: 5 ways to maximize your 30's to give you more freedom in your 40's

    Episode 29: 5 ways to maximize your 30's to give you more freedom in your 40's
    Apr 16 2024

    This episode discusses the importance of making financial decisions in your thirties to set you up for success in your 40s, 50s, and 60s. It emphasizes:

    1. understanding long-term goals,
    2. automating savings
    3. increasing income
    4. managing debt
    5. opening a brokerage account for financial flexibility and freedom.

    Check out the Palm Valley Wealth Management Website
    PalmValleywm.com

    Check us out on
    Instagram
    LinkedIn
    Facebook
    Listen to the Podcast Here!
    Apple
    Spotify
    Show more Show less
    22 mins
Management & Leadership Personal Finance Economics
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