Send us a text Maximizing Your Employee Benefits During Open Enrollment In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, breaks down essential strategies for making the most of your employee benefits during open enrollment. He covers crucial topics such as choosing the right health insurance plan, utilizing Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) effectively, optimizing retirement contributions, and ensurin...
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Send us a text Maximizing Your Employee Benefits During Open Enrollment In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, breaks down essential strategies for making the most of your employee benefits during open enrollment. He covers crucial topics such as choosing the right health insurance plan, utilizing Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) effectively, optimizing retirement contributions, and ensurin...
Midyear Financial Checkup: 5 Essential Steps to Stay on Track
Retire Early, Retire Now!
19 minutes
4 months ago
Midyear Financial Checkup: 5 Essential Steps to Stay on Track
Send us a text Midyear Financial Checkup: 5 Essential Steps to Stay on Track In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner and founder of Palm Valley Wealth Management, emphasizes the importance of a midyear financial checkup. He outlines five essential checklist items: 1) reviewing goals and progress, 2) checking cash flow and budgeting, 3) evaluating tax strategies, 4) rebalancing your portfolio, and 5) maximizing retirement contri...
Retire Early, Retire Now!
Send us a text Maximizing Your Employee Benefits During Open Enrollment In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, breaks down essential strategies for making the most of your employee benefits during open enrollment. He covers crucial topics such as choosing the right health insurance plan, utilizing Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) effectively, optimizing retirement contributions, and ensurin...
