THe MoneyRx for CRNAs and NPS Podcast
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MoneyRx for CRNAs and NPs
A retirement and financial planning podcast for Certified Registered Nurse Anesthetists
In the MoneyRx for CRNAs and NPs Podcast, you’ll go behind the scenes with host Brett Fellows, CFP®, as he explores the unique opportunities and challenges facing Certified Registered Nurse Anesthetists along the path to financial independence. In each episode, Brett shares expert insights and actionable advice, equipping you with the tools you need to take control of your financial destiny and retire on your terms.
To listen to MoneyRx for CRNAs and NPs, subscribe wherever you listen to podcasts. You can also check out the latest episodes below.
Want to be a guest on the podcast?
We love interviewing successful CRNAs and NPs who have overcome a variety of obstacles and can share what they’ve learned with others. To be considered for the MoneyRx for CRNAs and NPs podcast, please complete the form below, and someone from our team will be in touch.
Recent Episodes
E111: Can I retire at 55 with $2M as a CRNA?
Almost every retirement number floating around, from headlines to coworkers to financial personalities online, was built for a standard career. The standard career is 40
E 110: The Surprise Tax Bill Hidden in Your Roth 401(k) Match
The Roth 401(k) Match That Comes With a Tax Bill Nobody Warned You About
Employers can now deposit their 401(k) match on the Roth side, and the IRS counts that money as income in the year it lands in your account. Brett Fellows, CFP®, explains why the match shows up on a 1099-R with no tax withheld and how delayed deposits and new catch-up rules add to the confusion. He also explains how to plan for the bill before it arrives.
E109: The Three-Account Swap Costing W-2 APRNs Six Figures
The Three-Account Swap Costing W-2 APRNs Six Figures
A CRNA earning $230,000 can max her 403(b), max her family HSA, and save steadily in a brokerage account, then lose years of growth to taxes because each account holds the wrong investment. Brett Fellows, CFP®, explains why asset location is the portfolio leak a hospital-employed APRN can fix this year, and which investments belong in which account.
E108: How Retirement Changes Your Taxes
How Retirement Rewrites Your Taxes
A CRNA or nurse practitioner who’s spent a career on a W-2 paycheck has rarely had to think much about taxes, since someone else always handled it. Retirement hands that job over, along with income taxed several different ways and, in some cases, nothing withheld at all unless you ask. Brett Fellows, CFP®, walks through what to expect once work becomes optional.
E107: The CRNA Bond Tent – A 15-Year Sprint To Retirement
Why the CRNA Retirement Red Zone Starts Earlier Than It Looks
A CRNA sprinting from her early 30s toward a target retirement at 55 doesn’t get the standard five-year window to de-risk her portfolio before she stops working. Brett Fellows, CFP®, builds out a hypothetical CRNA’s glide path and withdrawal rate math in the newest episode of MoneyRx, and the numbers raise a question about what happens if the market turns before she’s had the years to prepare for it.
E106: Why Most Retirees Build The Portfolio Before The Plan
Why Your Income Plan Has to Come Before Your Portfolio Mix
A stock and bond mix based on your age can only carry a retirement so far, especially for a CRNA or nurse practitioner without a steady pension to lean on.
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