Make 2026 a Financial Success

An episode of the Retire Early, Retire Now! podcast, hosted by Hunter Kelly, titled "Make 2026 a Financial Success" was published on December 30, 2025 and runs 22 minutes.

December 30, 2025 ·22m · Retire Early, Retire Now!

0:00 / 0:00

Summary

Send us Fan Mail Kickstart Your Financial Success in 2026: Six Essential Moves In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, owner of Palm Valley Wealth Management, provides a comprehensive 30-day financial action plan to set the tone for 2026 and beyond. Hunter outlines six critical steps to take by January 31st, including knowing your financial numbers (net worth, savings rate, debt balances, and investable assets), automating savings, rebalancing investments, ...

Episode Description

Send us Fan Mail

Kickstart Your Financial Success in 2026: Six Essential Moves

In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, owner of Palm Valley Wealth Management, provides a comprehensive 30-day financial action plan to set the tone for 2026 and beyond. Hunter outlines six critical steps to take by January 31st, including knowing your financial numbers (net worth, savings rate, debt balances, and investable assets), automating savings, rebalancing investments, building an early tax plan, revisiting insurance and estate planning, and defining a purpose for your money. Through intentional action and system-building, listeners can achieve a smarter, calmer, and more intentional financial year. Hunter also emphasizes the importance of continually revisiting these goals throughout the year for sustained financial success.

00:00 Welcome and Introduction
01:19 Setting the Financial Foundation
05:39 Automate Your Finances
07:47 Rebalance and Reset Investments
09:36 Early Tax Planning
13:10 Review Insurance and Estate Planning
16:10 Define Your Financial Purpose
19:09 Final Checklist and Conclusion

Check out the Palm Valley Wealth Management Website
PalmValleywm.com

Check us out on
Instagram
LinkedIn
Facebook
Listen to the Podcast Here!
Apple
Spotify

Share this episode

Similar Episodes

Lump Sum vs Pension, Dividends & Market Risks Explained

Apr 9, 2026 ·41m

Should Your Retirement Spending Change Due to Inflation and Volatility?

Apr 8, 2026 ·46m

Retirement Is Evolving—Are You Keeping Up?

Apr 2, 2026 ·39m

Clark Howard Joins Wes Moss: Navigating Market Volatility, Inflation, and Retirement Planning

Mar 26, 2026 ·39m

Staying the Course Through AI Upheaval, Tax Changes, and Geopolitical Uncertainty

Mar 25, 2026 ·48m

Retirement Planning in Volatile Markets: Inflation, Oil Prices, AI, and Portfolio Strategy

Mar 19, 2026 ·45m

Similar Podcasts

Retire Hacks Retire Hacks Welcome to Retire Hacks, a blog about financial independence, retiring early, and living life on your terms. I'm Miss Fire - a thirty-something immigrant who has not only made it in the United States but has thrived to the point of financial independence. I made it - so can you. I have shared hundreds of tips on the website which you can save more & invest your money where you get more return & side hustles to make money. Website: https://centralglass1.com/ Unconventional J. J. Hebert YOUNG JAMES FROST just knows, deep in his bones, that he's a writer. He writes far into early mornings, after his wearying hours of scrubbing toilets and sweeping floors. He loves writing that much. But it's not only the joy of words that keeps him grinding; it's his desire to retire the janitor's mop. He sees being published as the key to living an improved life. James has another deep-seated conviction: that he's not good enough. He secretly longs to be accepted. However, the conventional others in his life seem all too willing to remind him that he's wasting his time.Then he meets and falls in love with Leigh, the one bright spot in his endless misery of self-doubt. A quiet but resolutely religious girl, she has to fight off disapproval of her own from overly critical parents, whose insults are countered by James's often-voiced admiration of her. Likewise, Leigh's faith in his talents begins to build his confidence, eventually allowing her to introduce him to a different way to Retire Sooner with Wes Moss Wes Moss Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an investment advisor, Wes brings in guests and specialists to teach you how to set and work towards your financial and lifestyle objectives. Refreshingly-free of mind-numbing financial jargon and unrealistic money goals, Retire Sooner with Wes Moss gives listeners the tools on how to retire sooner in the real world. Retire With Integrity Podcast with Brian Bowen Brian Bowen Brian discusses various topics regarding retirement including income, taxes and wealth preservation. This podcast is for anyone who wants to be prepared when they are ready to retire.

URL copied to clipboard!