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About the Author

Brett Fellows, CFP® is the founder and president of Oak Capital Advisors in Charleston, South Carolina. As a small business owner and financial planner, Brett's expert insights help CRNAs plan for a financially secure retirement.

Pay Less Taxes in Retirement: CRNA’s Complete Guide to Roth Conversions

Key Considerations When Combining or Separating Finances in a Relationship

Your Mid-Year Financial Review: 6 Key Steps for Long-Term Success – Copy

Staying on Track in Uncertain Times: How to Adjust Your Financial Plan Without Abandoning Your Goals

Roth conversions

E36: Roth Conversions: A Timely Opportunity for CRNAs

MoneyRx for CRNAs Podcast / Brett Fellows / April 2, 2025

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 »

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 »

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