Make 2026 a Financial Success

Send us Fan MailKickstart Your Financial Success in 2026: Six Essential MovesIn 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 Introduction01:19 Setting the Financial Foundation05:39 Automate Your Finances07:47 Rebalance and Reset Investments09:36 Early Tax Planning13:10 Review Insurance and Estate Planning16:10 Define Your Financial Purpose19:09 Final Checklist and ConclusionCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify