Navigated to Retiring Early with a Semi-Retirement

Retiring Early with a Semi-Retirement

May 13
20 mins

View Transcript

Episode Description

Send us a text

In this episode of Retire Early Retire Now, host Hunter Kelly, a certified financial planner, explores the growing trend of semi-retirement among older millennials and younger Gen Xers seeking better work-life balance. He highlights the benefits of semi-retirement, such as increased flexibility, financial independence, mental stimulation, and improved health. Hunter shares practical advice on evaluating your financial situation, assessing career options, planning, and considering healthcare. He also celebrates the second anniversary of his firm, Palm Valley Wealth Management, and emphasizes the importance of designing a fulfilling and balanced life.

00:00 Introduction to Semi-Retirement

01:25 Celebrating Milestones: Palm Valley Wealth Management

02:43 Benefits of Semi-Retirement

09:35 Planning for Semi-Retirement

15:57 Healthcare Considerations

17:11 Embracing Flexibility and Conclusion




Check out the Palm Valley Wealth Management Website
PalmValleywm.com

Check us out on
Instagram
LinkedIn
Facebook
Listen to the Podcast Here!
Apple
Spotify

See all episodes