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 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 »
Annual tax adjustments are essential for preserving the value of tax benefits, shielding taxpayers from the erosive effects of inflation.
In this episode, host Brett Fellows shares valuable insights on navigating open enrollment season. Targeting Certified Registered Nurse Anesthetists (CRNAs) over age 50, Brett emphasizes the importance of evaluating employer benefits, particularly health savings accounts (HSAs), retirement contributions, and fringe benefits like wellness programs and legal assistance.
E28: Key Considerations for Maximizing Your Employee Benefits After Age 50 Read More »
In this episode, host Brett Fellows explores Roth 401(k) and 403(b) options, their benefits over traditional accounts, and how they can offer CRNAs financial freedom and tax efficiency in retirement.
E27: Should You Contribute to a Roth 401(k) or 403(b)? 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 »
In this episode, host Brett Fellows delves into the intricacies of planning for retirement distributions, a critical aspect of retirement for CRNAs aiming for financial independence. Addressing a listener’s two-part question, Brett explains the importance of setting up a systematic withdrawal plan, the role of Required Minimum Distributions (RMDs), and the factors to consider when deciding when to start Social Security benefits.
E22: From Savings to Spending: Maximizing Your Retirement Distributions Read More »
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.
E21: Promoting Mental Health in the CRNA Community and Beyond with Tangy Kincaid Read More »
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.
E18: Escape the Burnout: Designing a Retirement Plan That Works For You Read More »