Episode 38: How physicians can minimize their biggest expense!

Retire Early, Retire Now!

18-06-2024 • 16 mins

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In the 38th episode of 'Retire Early Retire Now,' host Hunter Kelly from Palm Valley Wealth Management discusses various financial planning strategies to help physicians minimize their tax liabilities. The episode emphasizes maximizing retirement accounts, such as 401(k)s, 403(b)s, SEP IRAs, and HSAs, to save on taxes. Kelly also touches on tax-efficient investment strategies, asset location, and the importance of tax loss harvesting. Additionally, he encourages consulting financial professionals for personalized advice and highlights the services offered by Palm Valley Wealth Management.

Check out the Palm Valley Wealth Management Website
PalmValleywm.com

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