retirement planning

E18: Escape the Burnout: Designing a Retirement Plan That Works For You

In this episode, Brett explores five essential financial management strategies for CRNAs in retirement, delving into topics such as diversifying income streams, optimizing withdrawal methods to reduce taxes, making smart investment choices to balance growth and risk, planning for healthcare costs, and safeguarding your financial legacy.

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E17: How to Manage Your Money for a Financially Secure Retirement

In this episode, Brett provides key insights and strategies for CRNAs seeking to manage their money effectively in retirement, outlining five crucial steps: combining income from different sources, optimizing fund withdrawals to minimize taxes, discovering investment strategies for wealth growth, tackling healthcare and long-term care expenses, and preserving wealth through estate planning and tax savings.

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E14: Securing Your Financial Future: Key Retirement Strategies for CRNAs

Retirement Planning for CRNAs

In this episode of MoneyRx for CRNAs, host Brett Fellows provides key guidelines for Certified Registered Nurse Anesthetists (CRNAs) to prepare for a financially secure retirement, including how much to save and withdraw, the ideal net worth at various career stages, and common pitfalls to avoid.

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

Kiki Mattress

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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E3: Here’s How CRNAs Can Minimize Taxes in Retirement

How CRNAs Can Lower Taxes in Retirement

Host Brett Fellows, CFP®, discusses strategies for certified registered nurse anesthetists (CRNAs) to lower their tax bill in retirement. Brett covers topics such as required minimum distributions (RMDs), traditional and Roth IRA accounts, Social Security benefits, partial Roth conversions, charitable donations, and managing taxes during gap years.

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E1: The Vision: Empowering CRNAs Toward Financial Freedom

MoneyRx for CRNAs Episode 1

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.

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