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 »
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 »
Annual tax adjustments are essential for preserving the value of tax benefits, shielding taxpayers from the erosive effects of inflation.
Donald Trump’s second term as President marks the beginning of a new chapter poised to reshape the financial landscape in significant ways.
Trump’s Second Term: How Proposed Policies Could Impact Your Financial Future 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 complexities of buying a home, providing Certified Registered Nurse Anesthetists (CRNAs) with a comprehensive guide on navigating financial decisions related to homeownership.
E26: Here’s What CRNAs Need to Know About Buying a Home Read More »
The United States tax system is poised for significant changes as key provisions of the 2017 Tax Cuts and Jobs Act (TCJA) near their expiration dates.
Preparing for Upcoming TCJA Expirations: Financial Planning Implications and Strategies 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 »
In this episode, host Brett Fellows welcomes Andi Stamper, a seasoned CRNA with a decade-long career spanning academic institutions, community hospitals, and outpatient practices. Andi shares her journey from her progression through nursing degrees to becoming a traveling 1099 CRNA, discussing the financial and logistical challenges associated with self-employment. She and Brett also explore the creation of HealthShield Credentialing, an innovative digital wallet solution for managing credentialing documents.
E19: Secrets to Managing Taxes and Credentialing for 1099 CRNAs with Andi Stamper 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 »