19 episodes
MoneyRx for CRNAs Brett Fellows, CFP®
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- Business
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5.0 • 1 Rating
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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.
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Secrets to Managing Taxes and Credentialing for 1099 CRNAs with Andi Stamper
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 CRNAs to manage ...
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Escape the Burnout: Designing a Retirement Plan That Works For You
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.[02:42] Understanding your retirement goals. [03:58] Setting financial milestones. [05:48] Estimating your retirement expenses. [09:38] Choosing...
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How to Manage Your Money for a Financially Secure Retirement
In this episode, host Brett Fellows 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. [02:07] Five key strategies for managing your money in retirement.&nb...
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The Financial Advisor Threshold: When Is It Time to Hire a Professional?
In this episode, host Brett Fellows addresses a common question from prospective CRNA clients: what is the minimum investment required to work with a financial advisor? Using real-life examples of two CRNAs at different career stages, Brett explains how to find the right type of advisor that aligns with your financial situation and goals. [04:14] Understanding the various types of financial advisors. [06:07] Exploring real-life scenarios: Sarah and Mark. [09:21] The best ...
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Making the Leap from Employee to Entrepreneur with Alesia Quante
In this episode, special guest Alesia Quante shares her journey from being a W2 earner to becoming an independent 1099 contractor and eventually founding the 1099 Success Academy. Alesia discusses the flexibility and financial benefits of transitioning to a 1099 lifestyle, the challenges she faced, and how her academy helps others successfully make this transition. [03:34] Navigating the transition from W2 employee to 1099 contractor. [05:02] How the 1099 Success Academy works.[14:0...
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Securing Your Financial Future: Key Retirement Strategies for CRNAs
In this episode of MoneyRx for CRNAs, host Brett Fellows provides key guidelines for Certified Registered Nurse Anesthetists (CRNAs) to prepare for a financially secure retirement, including how much to save and withdraw, the ideal net worth at various career stages, and common pitfalls to avoid. [02:47] How much money CRNAs should have saved for retirement. [06:54] What your net worth should be at retirement. [11:25] Strategies to boost your net worth. [16:17] Avoid these...