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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 Website
PalmValleywm.com

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