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Five Crucial Financial Steps Before Leaving Your High Paying Job

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 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 Early
01:14 Maximizing Your Benefits Before Leaving
04:46 Building a Cash Buffer
09:48 Reviewing Health Insurance Options
14:48 Understanding Your Equity
19:59 Running Your Retirement Math
27:58 Conclusion and Final Thoughts

Check out the Palm Valley Wealth Management Website
PalmValleywm.com

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