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 »
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 »
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, 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 »
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, 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.
E17: How to Manage Your Money for a Financially Secure Retirement Read More »
In this episode, Brett delves into the key differences between traditional and Roth retirement accounts and the pros and cons of each account type, offering CRNAs a framework to choose the best option for their financial independence and retirement goals.
E8: Traditional or Roth? Optimizing Your IRA Contributions Read More »
In this episode, Brett explores the significance of savings rate for certified registered nurse anesthetists (CRNAs) in relation to retirement planning and financial independence.
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.
E3: Here’s How CRNAs Can Minimize Taxes in Retirement Read More »
In this episode, host Brett Fellows, CFP®, delves into the top five reasons why investing in stocks is a smart financial move for CRNAs planning for retirement.
E2: 5 Reasons Why Investing in the Stock Market Is a Smart Money Move for CRNAs Read More »
IRMAA is an often-overlooked Medicare surcharge that can significantly increase your healthcare expenses in retirement.
Understanding IRMAA: The Surcharge That Makes Your Medicare Premiums More Expensive Read More »
The SECURE 2.0 Act stands out as a transformative piece of legislation for both current retirees and those approaching retirement.
The SECURE 2.0 Act and Your Retirement Plan: Navigating Upcoming Changes Read More »