Send us a text Transitioning from a Saving to a Spending Mindset: Finding Your 'Enough' Number In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, discusses the challenging shift from a saving to a spending mindset. After years of disciplined saving and investing, many high earners and perfectionists struggle to enjoy the wealth they've built without the fear of running out of money. Kelly delves into finding your 'freedom number,' the am...
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Send us a text Transitioning from a Saving to a Spending Mindset: Finding Your 'Enough' Number In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, discusses the challenging shift from a saving to a spending mindset. After years of disciplined saving and investing, many high earners and perfectionists struggle to enjoy the wealth they've built without the fear of running out of money. Kelly delves into finding your 'freedom number,' the am...
Taxable Brokerage Accounts: 5 Essential Optimization Strategies for High-Income Earners
Retire Early, Retire Now!
25 minutes
3 months ago
Taxable Brokerage Accounts: 5 Essential Optimization Strategies for High-Income Earners
Send us a text Optimizing Your Taxable Brokerage Account: Key Strategies for Financial Independence In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner and founder of Palm Valley Wealth Management, delves deep into the intricacies of optimizing taxable brokerage accounts. He outlines five crucial strategies for maximizing these accounts, emphasizing the importance of aligning investments with goals and time horizons, understanding the tax ...
Retire Early, Retire Now!
Send us a text Transitioning from a Saving to a Spending Mindset: Finding Your 'Enough' Number In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, discusses the challenging shift from a saving to a spending mindset. After years of disciplined saving and investing, many high earners and perfectionists struggle to enjoy the wealth they've built without the fear of running out of money. Kelly delves into finding your 'freedom number,' the am...
