Committing to a mid-year financial review helps you stay on track toward your financial goals, allowing you to adapt to any changes in your financial situation.
Your Mid-Year Financial Review: 6 Key Steps for Long-Term Success – Copy Read More »
Financial planning during economic uncertainty can feel daunting. With market volatility, inflation, and geopolitical tensions dominating the headlines, even the most well-thought-out financial plans can start to feel fragile. It’s natural to shift focus to immediate concerns like job security and rising expenses—often at the expense of longer-term goals like retirement, homeownership, or saving for
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 »
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, 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 »
As we approach year-end, now is the perfect time to take a proactive stance on your tax planning to potentially reduce your 2024 tax bill.
8 Year-End Tax Moves to Reduce Your 2024 Tax Bill Read More »
Committing to a mid-year financial review helps you stay on track toward your financial goals, allowing you to adapt to any changes in your financial situation.
Your Mid-Year Financial Review: 6 Key Steps for Long-Term Success Read More »
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.
E13: Empowering Future CRNAs Through Mentorship and Community with Kiki Mattress Read More »
Host Brett Fellows and special guest Amanda Kay discuss Amanda’s transition to an independent CRNA, emphasizing the importance of financial planning, contract negotiation, and time management. Amanda also shares insights on personal growth, the impact of coaching, and balancing professional achievements with life’s simpler joys.
E11: Mastering Money and Mindset with CRNA Coach Amanda Kay Read More »
In this introductory episode of the MoneyRx for CRNAs podcast, host Brett Fellows, CFP®, shares his motivation for creating a podcast tailored specifically to Certified Registered Nurse Anesthetists and emphasizes the importance of changing your relationship with work and money to achieve financial success on your terms.
E1: The Vision: Empowering CRNAs Toward Financial Freedom Read More »