Host Brett Fellows addresses the common anxieties faced by Certified Registered Nurse Anesthetists (CRNAs) about retirement planning, emphasizing the importance of turning savings into a sustainable income stream and the dangers of not having a strategic plan.
E41: Beyond Savings: Why $1 Million Isn’t a Retirement Plan Read More »
This episode is a re-release of host Brett Fellows’ inspiring interview with Alicia Quinte, CRNA and founder of the 1099 Success Academy. Originally aired in 2024, this episode delves into Alicia’s journey from a W-2 employee to a flourishing 1099 freelancer while living an adventurous life aboard a sailboat.
E39: Finding Freedom Through 1099 Work with Alesia Quante (Originally Aired 6/12/24) Read More »
This episode is a re-release of host Brett Fellows’ impactful conversation with Amanda Kay Kelly, an independent CRNA mentor and founder of the Mindful CRNA. Originally aired in May 2024, the episode focuses on Amanda’s transition from a W-2 employee to a 1099 independent contractor.
E38: Demystifying 1099 Life with CRNA Amanda Kay Kelly (originally Aired 5/15/24) Read More »
Brett explores the ongoing debate about whether your house should be considered an investment, delving into the pros and cons, including the growth of equity, potential appreciation, and the practicality of home improvements.
E37: Investment or Expense? Understanding Your Home’s Role in Financial Planning Read More »
In this episode, host Brett Fellows delves into the advantages of Roth IRA conversions for Certified Registered Nurse Anesthetists (CRNAs) during a declining market.
E36: Roth Conversions: A Timely Opportunity for CRNAs Read More »
In this episode, host Brett Fellows delves into the critical topic of tax planning in retirement, emphasizing the importance of understanding the impact of taxes on retirement savings, particularly for those with traditional tax-deferred accounts.
E35: The Final Chapter: Tax Planning & Retirement Strategies for CRNAs Read More »
In this episode, Brett dives into the theme of being an owner rather than a loaner in investments. He compares the potential returns of stocks versus bonds, highlighting the significant long-term benefits of ownership.
E34: Be an Owner, Not a Loaner: Maximizing Your Financial Potential Read More »
In this episode, Brett emphasizes the importance of narrowing the gap between financial goals and current realities by establishing solid money habits and budgeting practices.
E33: The Power of Purposeful Spending: A Roadmap to Financial Independence Read More »
In this episode, Brett delves into the first chapter of his new book: “MoneyRx for CRNA’s: Secrets and Strategies to Maximize Wealth and Retirement.” Brett introduces the concept of “Checking Your Vitals,” a crucial step in understanding your financial health by aligning your money with your personal values and goals.
E32: Checking Your Financial Vitals: Crafting a Secure Future Read More »
In this episode, Brett introduces his new book, “MoneyRx for CRNAs: Secrets and Strategies to Maximize Wealth and Retirement.” Brett shares his background and the motivations behind his focus on providing specialized financial planning for Certified Registered Nurse Anesthetists (CRNAs), as well as the unique financial challenges CRNAs face.
E31: Secrets and Strategies to Maximize Wealth and Retirement Read More »
Host Brett Fellows sits down with Kathy Faltot, a CRNA based in South Florida. Kathy shares her inspiring journey from Colombia to the United States, highlighting her pursuit of financial independence and her dedication to mentoring Spanish-speaking healthcare professionals.
E30: Mentorship, Money, and Making an Impact with CRNA Kathy Faltot Read More »
In this episode, host Brett Fellows addresses a set of pivotal questions from a client regarding financial planning for Certified Registered Nurse Anesthetists (CRNAs). Brett explains his firm’s investment philosophy, the types of clients they serve, their fee structure, and their process for continuous client education.
E29: 6 Questions to Ask a Financial Advisor (And Brett’s Responses) Read More »