Five Crucial Financial Steps Before Leaving Your High Paying Job

from Retire Early, Retire Now! · host Hunter Kelly

Send us Fan MailFive Crucial Financial Steps Before Leaving Your High Paying JobIn this episode of 'The Retire Early Retire Now' podcast, host Hunter Kelly, a certified financial planner and founder of Palm Valley Wealth Management, discusses essential steps high-income earners should consider before leaving their jobs. Topics cover maximizing benefits, building a cash buffer, reviewing health insurance options, understanding equity compensation, and running retirement calculations. Kelly emphasizes the importance of planning and consulting professionals to avoid financial missteps and ensure a smooth transition, whether retiring early, starting a new business, or taking a sabbatical.00:00 Introduction to Retiring Early01:14 Maximizing Your Benefits Before Leaving04:46 Building a Cash Buffer09:48 Reviewing Health Insurance Options14:48 Understanding Your Equity19:59 Running Your Retirement Math27:58 Conclusion and Final ThoughtsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

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This episode is 30 minutes long.

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This episode was published on July 22, 2025.

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