Send us a textIn this episode of the 'Retire Early Retire Now Podcast,' host Hunter Kelly, owner of Palm Valley Wealth Management, introduces the 'Palm Valley Pathway,' his unique financial planning process. He outlines the importance of financial planning awareness, especially during Financial Planning Awareness Month in October. Kelly elaborates on the steps of the Palm Valley Pathway, which includes exploration, organization, optimization, implementation, and review stages to help clients achieve their financial goals. He emphasizes the difference between financial planners and insurance salespeople, reflects on his journey into financial planning, and offers practical tips on organizing financial information using aggregator tools. The episode serves as an educational resource aimed at enhancing listeners' financial situations.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Ver todos los episodios