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In this episode of the 'Retire Early Retire Now' podcast, host Hunter Kelly, a certified financial planner and owner of Palm Valley Wealth Management, reintroduces himself and the mission of the podcast. Aimed at simplifying financial planning for high-income earners, especially physicians and attorneys, the episode covers essential financial strategies to undertake at the beginning of the new year. Topics include reassessing financial goals, tracking net worth, adjusting savings rates, optimizing investments, reviewing insurance, and planning for major expenses. Hunter offers practical tips on using technology for better financial management and emphasizes the importance of periodic check-ins to ensure financial goals are met.
00:00 Welcome to the Retire Early Podcast
00:31 Introduction and Podcast Mission
01:53 Five Financial Planning Checklist Items for High Income Earners
02:47 Checklist Item 1: Reassess Your Financial Goals
12:02 Checklist Item 2: Review Your Tax Strategies
14:39 Checklist Item 3: Optimize Your Investments
18:24 Checklist Item 4: Review Your Insurance
19:14 Checklist Item 5: Plan for Major Expenses
23:04 Conclusion and Call to Action
Check out the Palm Valley Wealth Management WebsitePalmValleywm.com)Check us out on Instagram)LinkedIn) Facebook)Listen to the Podcast Here! Apple)Spotify)
