MoneyRx for CRNAs

Brett Fellows, CFP®

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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.

DEC 11

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 approaches ac...

18 min
NOV 27

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] Understanding re...

24 min
NOV 13

Should You Contribute to a Roth 401(k) or 403(b)?

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. [03:44] Understanding Roth 401k and 403b accounts. [05:12] Tax benefits and future planning considerations. [08:46] Employer matches and contribution limits.[10:43] Case study: Anna's retirement strategy.For more information and resources related to this episode, please visit the s...

15 min
OCT 30

Here's What CRNAs Need to Know About Buying a Home

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. Brett covers crucial aspects such as cash flow management, mortgage options, down payments, and closing costs, along with estate planning and tax considerations. [02:56] Understanding cash flow and budgeting.[05:51] Mortgage considerations and eligibility.[09:00] ...

16 min
OCT 16

How Presidential Elections Impact Financial Markets

Host Brett Fellows delves into the impact of presidential elections on the stock market, offering practical advice on managing investment anxiety and staying focused on long-term financial goals. He also shares his insights on enhancing productivity through time management techniques such as time blocking and exercise. [03:01] Impact of presidential elections on the stock market.[06:46] Building a strong financial foundation.[08:03] The importance of a comprehensive financial plan.[08:48...

14 min
OCT 2

How to Maximize Tax Deductions and Secure Your Financial Future

In this episode, host Brett Fellows delves into strategies to maximize tax deductions for Certified Registered Nurse Anesthetists (CRNAs), providing insights on tax planning, investment management, IRAs, 401k and 403b plans, Health Savings Accounts (HSAs), and 529 plans. [03:57] Understanding tax loss harvesting. [05:32] Exploring IRAs: Traditional vs. Roth.[07:15] Breaking down 401k and 403b plans.[08:57] The triple tax benefits of Health Savings Accounts (HSAs). [10:40] How c...

18 min
SEP 18

Balancing Career, Passion, and Purpose with CRNA and Motivational Speaker Katie Niemeyer

Host Brett Fellows interviews Katie Niemeyer, a CRNA, professional speaker, philanthropist, entrepreneur, and marathon runner. Katie shares her remarkable journey from surviving a life-threatening allergic reaction at age 16 to becoming a nurse anesthetist influenced by compassionate care. [03:07] Katie's inspirational story and career path. [05:45] The impact of a special friend. [09:24] Transitioning to a 1099 worker.[11:42] Katie's speaking career and Handana invention.[18:1...

30 min
SEP 4

From Savings to Spending: Maximizing Your Retirement Distributions

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. [03:41] Key retirement planning considerations for CRNAs.[0...

22 min

See All (29)

Creator

Brett Fellows, CFP®
Years Active

2K
Episodes

29
Rating

Clean
Show Website

MoneyRx for CRNAs

MoneyRx for CRNAs

Episodes

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

Key Considerations for Maximizing Your Employee Benefits After Age 50

Should You Contribute to a Roth 401(k) or 403(b)?

Here's What CRNAs Need to Know About Buying a Home

How Presidential Elections Impact Financial Markets

How to Maximize Tax Deductions and Secure Your Financial Future

Balancing Career, Passion, and Purpose with CRNA and Motivational Speaker Katie Niemeyer

From Savings to Spending: Maximizing Your Retirement Distributions

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