MoneyRx for CRNAs

Brett Fellows, CFP®
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MoneyRx for CRNAs

Go behind the scenes with host Brett Fellows, CFP®, as he explores the unique opportunities and challenges facing Certified Registered Nurse Anesthetists along the path to financial independence. In each episode, Brett shares expert insights and actionable advice, equipping you with the tools you need to take control of your financial destiny and retire on your terms.

  1. MAR 19

    The Final Chapter: Tax Planning & Retirement Strategies for CRNAs

    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. Brett explores strategies like Roth conversions, leveraging the gap years, and making tax-savvy charitable contributions to reduce future tax burdens. [03:34] Understanding taxes in retirement. [06:51] Strategies for managing taxes. [12:50] Generational perspe...

    25 min

  2. MAR 5

    Be an Owner, Not a Loaner: Maximizing Your Financial Potential

    In this episode, host Brett Fellows dives into the theme of being an owner rather than a loaner in investments. Brett compares the potential returns of stocks versus bonds, highlighting the significant long-term benefits of ownership. [02:52] The importance of ownership. [04:31] Investment strategies and mindset. [12:02] Real-life client examples. For more information and resources related to this episode, please visit the show notes.

    19 min

  3. FEB 19

    The Power of Purposeful Spending: A Roadmap to Financial Independence for CRNAs

    In this episode, host Brett Fellows delves into Chapter 3 of ‘MoneyRx for CRNAs: Secrets and Strategies to Maximize Wealth and Retirement,' focusing on purposeful spending. Brett emphasizes the importance of narrowing the gap between financial goals and current realities by establishing solid money habits and budgeting practices. [03:21] Building effective money habits. [06:47] The importance of budgeting. [11:49] Implementing the 50/30/20 Rule. [16:44] Real-life budgeting stories. For ...

    22 min

  4. FEB 5

    Checking Your Financial Vitals: Crafting a Secure Future

    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. He also emphasizes the emotional aspects of financial decisions and the importance of having a solid, adaptable plan. [01:59] Client community and onboarding schedule. [04...

    24 min

  5. JAN 22

    Secrets and Strategies to Maximize Wealth and Retirement

    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. [02:06] The five layers of financial planning. [05:22] Building a solid financial foundation. [11:01] Brett’s personal story and motivation for he...

    26 min

  6. JAN 8

    Mentorship, Money, and Making an Impact with CRNA Kathy Faltot

    Host Brett Fellows sits down with Kathy Faltot, a Certified Registered Nurse Anesthetist based in South Florida. Kathy shares her inspiring journey from Colombia to the United States, highlighting her pursuit of financial independence and dedication to mentoring Spanish-speaking healthcare professionals. The discussion also covers practical financial advice, focusing on managing student loans, smart investments, and maintaining a balanced life. [05:32] Kathy's early life and career pat...

    30 min

  7. 12/11/2024

    6 Questions to Ask a Financial Advisor (And Brett's Responses)

    In this episode, host Brett Fellows addresses a set of pivotal questions from a client regarding financial planning for Certified Registered Nurse Anesthetists (CRNAs). Brett explains his firm's investment philosophy, the types of clients they serve, their fee structure, and their process for continuous client education. [02:31] Answering client's questions. [03:37] Brett’s investment philosophy. [06:19] Oak Capital Advisors’ client demographics and services. [08:35] How Brett approach...

    18 min

  8. 11/27/2024

    Key Considerations for Maximizing Your Employee Benefits After Age 50

    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. [02:46] Brett’s open enrollment insights. [03:46] Maximizing Health Savings Accounts (HSAs). [09:38] Understandin...

    24 min
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    About

    Go behind the scenes with host Brett Fellows, CFP®, as he explores the unique opportunities and challenges facing Certified Registered Nurse Anesthetists along the path to financial independence. In each episode, Brett shares expert insights and actionable advice, equipping you with the tools you need to take control of your financial destiny and retire on your terms.

    Information

    • Creator
      Brett Fellows, CFP®
    • Years Active
      2024 - 2025
    • Episodes
      35
    • Rating
      Clean
    • Copyright
      © 2025 MoneyRx for CRNAs
    • Show Website
      MoneyRx for CRNAs

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