Midyear Financial Checkup: 5 Essential Steps to Stay on Track

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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 contributions. Kelly provides detailed insights and actionable advice for high-income earners to ensure they remain on track to achieve their financial goals. He encourages listeners to reassess and adjust their financial plans to avoid costly mistakes and optimize their financial health.

00:00 Welcome to The Retire Early Retire Now Podcast
00:18 The Importance of a Midyear Financial Checkup
01:21 Review Your Goals and Progress
04:38 Check Your Cashflow and Budget
08:36 Evaluate Your Tax Strategies
11:05 Rebalance Your Portfolio
13:58 Maximize Your Retirement Contributions
15:52 Final Thoughts and Encouragement
18:52 Disclaimer and Professional Advice

Check out the Palm Valley Wealth Management Website
PalmValleywm.com

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