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...
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...
Send us a text Uncovering Financial Blind Spots for High-Income Professionals 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 into the five most common financial blind spots that high-income professionals often overlook. These blind spots can include overreliance on retirement accounts, ignoring tax diversification, insurance gaps, emotional or outdated investment allocation, and neg...
Send us a text When to Let Go: Traps to Avoid and Signs to Watch for in Stock Investing In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner and founder of Palmen Valley Wealth Management, discusses the critical decision of knowing when to let go of a stock. Hunter covers emotional and financial traps that keep investors holding losing stocks, including the sunk cost fallacy and emotional attachment. He also explores how to identify changes...
Send us a text Celebrating 100 Episodes: Top 10 Financial Takeaways In the special 100th episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner and owner of Palm Valley Wealth Management, reflects on the journey of creating the podcast and achieving the milestone of 100 episodes. Kelly expresses gratitude to the listeners for their support and shares 10 key financial takeaways from the podcast's history. These takeaways cover topics such as the true ...
Send us a text Beyond Retirement Accounts: Building a Flexible Financial Future In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, discusses why traditional retirement accounts like 401ks and IRAs may not be enough for achieving financial freedom. He outlines the limitations of these accounts including contribution caps, early withdrawal penalties, and required minimum distributions. Hunter emphasizes the importance of financial tools li...
Send us a text Achieving Coast Fire: Tom and Jill's Journey to Financial Independence In this episode of the Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, dives into a real-life case study featuring Tom and Jill, a couple who achieved their 'coast fire' number at age 51. Hunter details their journey of disciplined saving, low debt, and intentional financial planning. Tom's 20-year military career and subsequent police department role, combined with Jill's...
Send us a text Mastering Financial Freedom: The Three-Bucket Strategy for Coast FIRE In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, discusses the concept of Coast FIRE (Financial Independence Retire Early) and introduces the three-bucket strategy as a practical approach to achieving financial independence. Hunter explains the importance of balancing short-term security, mid-term flexibility, and long-term retirement independence thro...
Send us a text Understanding and Calculating Your Coast FIRE Number In this episode of The Retire Early, Retire Now podcast, host Hunter Kelly, delves into the concept of Coast FIRE (Financial Independence Retire Early) and how to calculate your Coast FIRE number. The discussion covers the essentials of Coast FIRE, the importance of balancing immediate financial needs with long-term retirement goals, and the steps involved in reaching your Coast FIRE number. Hunter explains how to determine ...
Send us a text Lifestyle Design While Coasting: Flexibility and Financial Freedom In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, discusses lifestyle design as the next step after achieving 'coast fire'—a state where your savings and investments are sufficient to carry you to retirement with minimal new contributions. Hunter explores the concept of flexibility, both in terms of time and money, and shares practical steps to start desig...
Send us a text Understanding Coast Fire: Balancing Lifestyle and Retirement Savings In this episode of the Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, delves into the concept of Coast Fire. This strategy helps individuals determine when they can ease off aggressive retirement saving while still ensuring a comfortable future. Kelly explains the mechanics of Coast Fire, emphasizing the importance of substantial early investments to allow for lifestyle fle...
Send us a text Balancing Financial Independence and Fulfillment: The Key to a Meaningful Retirement Of Dollars and Data Blog In this episode of the Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, delves into the nuanced topic of financial independence. Inspired by an article from the Dollars and Data blog, Kelly explores the potential downsides of aggressively pursuing financial independence at the cost of personal fulfillment. He discusses the importance o...
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 ...
Send us a text Essential Money Conversations for Couples Welcome back to The Retire Early Retire Now podcast hosted by Hunter Kelly, certified financial planner and founder of Palm Valley Wealth Management. This episode emphasizes the significance of open money conversations for couples at any stage of their relationship. Hunter delves into five crucial money topics that every couple should discuss to avoid future financial stress: understanding each other’s values, creating a game plan for ...
Send us a text Five Crucial Financial Steps Before Leaving Your High Paying Job In this episode of 'The Retire Early Retire Now' podcast, host Hunter Kelly, a certified financial planner and founder of Palm Valley Wealth Management, discusses essential steps high-income earners should consider before leaving their jobs. Topics cover maximizing benefits, building a cash buffer, reviewing health insurance options, understanding equity compensation, and running retirement calculations. Kelly em...
Send us a text Instilling Money Management Skills in Children for Early Financial Independence In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, discusses the importance of teaching kids about money management. He shares personal insights and practical tips on how to instill financial literacy in children from a young age. Hunter explains his approach to implementing Dave Ramsey-inspired strategies, such as the four-envelope system for...
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Send us a text Avoiding Hidden Retirement Planning Pitfalls in Your Forties In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner and founder of Palm Valley Wealth Management, discusses common mistakes high income earners in their forties make while planning for retirement. Kelly provides a step-by-step guide on estimating your retirement needs using simple rule-of-thumb math. He emphasizes the importance of considering not just regular expe...
Send us a text Five Essential Habits for High-Income Earners: Maximize Your Financial Success In this episode of the Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner and owner of Palm Valley Wealth Management, discusses five critical habits that high-income earners should adopt to achieve financial freedom and reduce stress. He emphasizes leveraging income to accelerate savings, making intentional lifestyle decisions, maintaining strong financial communicati...
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...
Send us a text Mastering Financial Independence: Cutting Expenses for Early Retirement In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, offers high-income earners practical strategies to achieve financial freedom and retire early. He emphasizes the significance of prudent money management instead of just high earnings. Hunter identifies and advises on optimizing five key expenses: lifestyle creep, housing costs, dining out, unused sub...
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...
