entrepreneurs Archives - Oak Capital Advisors

E21: Promoting Mental Health in the CRNA Community and Beyond with Tangy Kincaid

MoneyRx for CRNAs Podcast / Brett Fellows / August 21, 2024

Brett sits down with Tangy Kincaid, an independent Certified Registered Nurse Anesthetist (CRNA) and the founder of KT Anesthesia and Zenfusions. Tangy shares insights from her journey in the field of anesthesia, her transition to ketamine therapy, and the opportunities and challenges that come with managing her own business.

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E13: Empowering Future CRNAs Through Mentorship and Community with Kiki Mattress

MoneyRx for CRNAs Podcast / Brett Fellows / May 29, 2024

In this episode of the MoneyRx for CRNAs podcast, guest Kiki Mattress discusses her journey from engineering technology to Certified Registered Nurse Anesthetist (CRNA), sharing her initial struggles, the inspiration from her grandmother’s illness, and the transition into the nursing field despite financial and personal challenges.

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Episode 48: Do You Really Need a Financial Advisor?

The Retiring Entrepreneur Podcast / Brett Fellows / December 14, 2022

6 Times Small Business Owners Need a Financial Advisor

It’s natural to be skeptical about paying for financial advice. Still, there are circumstances that warrant delegating to a professional. Here are six times small business owners may need a financial advisor.

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Episode 46: 3 Financial Best Practices For Small Business Owners

The Retiring Entrepreneur Podcast / Brett Fellows / October 27, 2022

Brett shares three financial best practices for small business owners–specifically, entrepreneurs who run a smaller business–to help you run a clean, efficient small business that is legal and well organized.

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Episode 42: How Much Do You Really Need to Save for Retirement?

The Retiring Entrepreneur Podcast / Brett Fellows / August 24, 2022

Brett shares his rules of thumb for determining how much to save for retirement at any age based on your future lifestyle goals.

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Episode 41: Discounted Roth Conversions: Using a Down Market to Your Advantage

The Retiring Entrepreneur Podcast / Brett Fellows / August 10, 2022

Discounted Roth conversions in a down market can be beneficial. But to make sense, the potential benefits must outweigh the cost.

Episode 41: Discounted Roth Conversions: Using a Down Market to Your Advantage Read More »

Episode 40: 3 Ways Small Business Owners Can Navigate Inflation

The Retiring Entrepreneur Podcast / Brett Fellows / July 28, 2022

In this episode, Brett shares three strategies that can help small business owners navigate inflation and continue to grow in spite of it.

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Episode 39: Maximizing Your Employee Benefit Selections with Heather Ryan

The Retiring Entrepreneur Podcast / Brett Fellows / July 14, 2022

Maximizing Your Employee Benefits Selections with Heather Ryan

In this episode, Brett interviews Heather Ryan. Heather is the founder of HG Ryan Benefits, a South Carolina-based consulting firm focused on helping local businesses navigate their employee benefit options.

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Episode 39 Transcript: Maximizing Your Employee Benefit Selections with Heather Ryan

Podcast Episode Transcript / Brett Fellows / July 14, 2022

Brett Fellows Welcome Heather Ryan to The Retiring Entrepreneur Podcast! We’re excited to have you here today. Heather Ryan Well, thank you for having me. I’m excited to be here. Brett Fellows Oh, yes. Well, you and I have known one another for a long time now. And I appreciate all the work that you

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Episode 38: Defining Your Niche Is the Key to Success with Craig Goldslager

The Retiring Entrepreneur Podcast / Brett Fellows / June 28, 2022

Brett interviews Craig Goldslager, financial advisor and founder of Utterly Financial in West Palm Beach Florida. Craig created Utterly Financial to help Speech Language Pathologists and Private Practice Owners plan for an exceptional retirement.

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Episode 38 Transcript: Defining Your Niche Is the Key to Success with Craig Goldslager

Podcast Episode Transcript / Brett Fellows / June 28, 2022

Brett Fellows: Craig Goldslager, thank you for your time today on The Retiring Entrepreneur Podcast. We’re excited to have you. Craig Goldslager: Hi Brett, thanks so much for having me. Brett Fellows: Well, I am really excited to have you today. Because I think unique to our guests so far on this podcast, you offer

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Episode 35: Carving Out Your Niche in a Crowded Market with Stephanie McCullough

The Retiring Entrepreneur Podcast / Brett Fellows / April 28, 2022

Brett interviews Stephanie McCullough, founder and CEO of Sofia Financial, an independent financial planning firm based in Berwyn, Pennsylvania.

Episode 35: Carving Out Your Niche in a Crowded Market with Stephanie McCullough Read More »

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