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© 2026 Retire Early, Retire Now!
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This is a Podcast to help people retire early and help people retire now. Financial Planning topics will be covered and explained so you can plan and retire with confidence.
114 Episodes
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Send us a text Understanding 'Enough': Redefining Financial Confidence and Goals In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, delves into the complex concept of 'enough' in personal finance. He discusses why defining 'enough' is crucial yet challenging for high-income earners and offers a framework for determining when saving more ceases to add value. Hunter explores the subjective nature of 'enough,' the shifting goalposts in fina...
Send us a text Identifying and Addressing Common Financial Blind Spots for High Earners In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, discusses six common financial blind spots that high-income earners often face. Using a metaphor of a surgeon's pattern recognition, he explains how financial planning works and highlights the importance of coordinating financial actions to ensure a strong plan. The blind spots covered include confusi...
Send us a text When Saving More Stops Helping: Finding the Balance Between Financial Discipline and Enjoyment In this episode of Retire Early. Retire Now, Hunter Kelly, a certified financial planner and owner of Palm Valley Wealth Management, discusses the critical point at which aggressive saving stops being beneficial and starts to compromise quality of life. Addressing high-income earners who save diligently yet feel hesitant to spend, Hunter explores the concept of over-optimizing financ...
Send us a text Kickstart Your Financial Success in 2026: Six Essential Moves In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, owner of Palm Valley Wealth Management, provides a comprehensive 30-day financial action plan to set the tone for 2026 and beyond. Hunter outlines six critical steps to take by January 31st, including knowing your financial numbers (net worth, savings rate, debt balances, and investable assets), automating savings, rebalancing investments, bu...
Send us a text The Emotional Weight of Wealth: Managing Financial Anxiety and Complexity In this episode of the Retire Early Retire Now podcast, certified financial planner Hunter Kelly explores a less-discussed aspect of wealth management: the emotional burden that accompanies financial success. Discussing common myths, Hunter explains why increased wealth often leads to more complex financial decisions and heightened anxiety. He outlines the typical reactions people have when wealth feels ...
Send us a text Achieving Millionaire Status Through Smart Retirement Savings In this episode of the Retire Early Retire Now podcast, host Hunter Kelly sheds light on the reality and feasibility of saving a million dollars solely through retirement accounts like 401(k)s and IRAs. He introduces his Palm Valley Pathway, a step-by-step framework designed to help high-income earners build wealth and achieve financial independence. The episode delves into the statistical rarity of million-dollar r...
Send us a text Maximizing Wealth in Your 30s and 40s: A Step-by-Step Guide In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner and founder of Palm Valley Wealth Management, addresses a critical question for high-income earners in their thirties and forties: 'Where should my money go first?' Hunter outlines a clear and effective order of operations to optimize tax benefits, compounding growth, and retirement flexibility. Steps include ensur...
Send us a text Mastering Portfolio Cleanup for a Simpler, Smarter Investment Strategy In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner and founder of Palm Valley Wealth Management, dives into the essential practice of portfolio cleanup. Hunter outlines a clear framework for evaluating and reorganizing your investment portfolio to ensure it aligns with your financial goals and remains efficient. Topics include creating an inventory of yo...
Send us a text Harnessing Gratitude as a Financial Tool: Emotional and Behavioral Benefits In this episode of The Retire Early Retire Now podcast, host Hunter Kelly explores the often-overlooked emotional side of money, focusing on the impact of gratitude. As Thanksgiving approaches, Hunter explains how gratitude can be a strategic financial tool that helps high-income earning families make better financial decisions, reduce stress, and feel more secure in their financial journey. He identif...
Send us a text 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 the importance of proactive tax planning before the year ends. He explains how most people mistakenly focus on taxes in April when it's too late to make significant savings. Instead, he emphasizes the need for strategies such as Roth conversions, tax loss harvesting, charitable giving, and other overlooked year-end tax...
Send us a text Transitioning from a Saving to a Spending Mindset: Finding Your 'Enough' Number In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, discusses the challenging shift from a saving to a spending mindset. After years of disciplined saving and investing, many high earners and perfectionists struggle to enjoy the wealth they've built without the fear of running out of money. Kelly delves into finding your 'freedom number,' the am...
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...
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