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In this episode of Retire Early Retire Now, host Hunter Kelly, a certified financial planner, explores the growing trend of semi-retirement among older millennials and younger Gen Xers seeking better work-life balance. He highlights the benefits of semi-retirement, such as increased flexibility, financial independence, mental stimulation, and improved health. Hunter shares practical advice on evaluating your financial situation, assessing career options, planning, and considering healthcare. He also celebrates the second anniversary of his firm, Palm Valley Wealth Management, and emphasizes the importance of designing a fulfilling and balanced life.

00:00 Introduction to Semi-Retirement

01:25 Celebrating Milestones: Palm Valley Wealth Management

02:43 Benefits of Semi-Retirement

09:35 Planning for Semi-Retirement

15:57 Healthcare Considerations

17:11 Embracing Flexibility and Conclusion

Check out the Palm Valley Wealth Management Website
PalmValleywm.com

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In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, discusses the crucial importance of focusing on increasing income rather than obsessing over the rate of return on investments. Aimed at high-income professionals in their thirties and forties, the episode explores how to boost income through negotiating raises, learning new skills, and starting side gigs. Through real-life examples and actionable steps, Kelly shows how enhancing income can have a significantly larger impact on financial growth compared to achieving slightly higher investment returns.

00:00 Introduction and Podcast Overview

00:18 The Importance of Increasing Income

02:21 Why Rate of Return Isn't Everything

08:32 Real-Life Examples of Income Growth

13:37 Actionable Steps to Boost Your Income

20:23 Conclusion and Final Thoughts

Check out the Palm Valley Wealth Management Website
PalmValleywm.com

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In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, certified financial planner, delves into strategies for high-income earners to achieve early retirement in their fifties comfortably and confidently. Key topics include the three essential retirement accounts (employer retirement plans, Roth IRAs, and taxable brokerage accounts), investment strategies balancing growth and stability, diversification, and liquidity. Hunter also discusses tax planning tactics and milestones for those in their thirties, forties, and fifties to stay on track for early retirement. This detailed guide emphasizes the importance of early and aggressive saving, avoiding lifestyle creep, and the need for continuous financial education and planning.

00:00 Welcome to The Retire Early Retire Now Podcast

00:18 Introduction to Early Retirement Planning

01:19 Key Retirement Accounts for Early Retirement

07:13 Investment Strategies for Early Retirement

13:11 Avoiding Common Investment Traps

16:04 Tax Planning for Early Retirement

20:47 Laying the Foundation for Early Retirement

26:57 Milestones for Your 30s, 40s, and 50s

31:07 Conclusion and Next Steps

Check out the Palm Valley Wealth Management Website
PalmValleywm.com

Check us out on
Instagram
LinkedIn
Facebook
Listen to the Podcast Here!
Apple
Spotify