MoneyRx for CRNAs and NPs
Go behind the scenes with host Brett Fellows, CFP®, as he explores the unique financial opportunities and challenges facing Certified Registered Nurse Anesthetists and Nurse Practitioners on the path to financial independence. Each episode delivers expert insights and actionable advice to help you lower taxes, invest smarter, and retire on your terms.
Brett's firm, Oak Capital Advisors, specializes in high-earning CRNAs and nurse practitioners and is currently accepting new clients. From retirement income strategy and tax planning to Social Security timing, Medicare, and estate planning, they offer comprehensive financial planning that goes far beyond investment management. If you're ready to work with someone who truly gets your world, the link to schedule a discovery meeting is in the show notes.
MoneyRx for CRNAs and NPs
Latest Episodes
The Three-Account Swap Costing W-2 APRNs Six Figures
A hospital-employed CRNA or nurse practitioner with a 403(b), an HSA, and a taxable brokerage account can fund all three on schedule for years and still lose ground to taxes because of what sits inside each one. In this episode, Brett Fellows, ...
How Retirement Changes Your Taxes
CRNAs and nurse practitioners often spend decades with an employer sorting out their taxes automatically. Retirement hands that job to you, along with a set of rules a W-2 career never prepares you for.In this episode of MoneyRx for CRNA...
The CRNA Bond Tent - A 15-Year Sprint To Retirement
A CRNA sprinting from her early 30s into a target retirement at 55 doesn't get the standard five-year window to de-risk her portfolio. Retirement planning usually builds that window around a traditional 35 to 40 year career, so for a CRNA on a ...
Why Most Retirees Build The Portfolio Before The Plan
A stock and bond mix based on your age can only carry a retirement so far. In this episode, Brett explains why retirement runs on income rather than investment performance, and why that distinction carries extra weight for CRNAs and nurse pract...
Social Security at 62 or 70: The Portfolio Math Nobody Runs
The age on your Social Security application shapes your retirement more than your portfolio balance or your withdrawal rate. In this episode, Brett explains why the first ten years of retirement carry outsized risk, what claiming early versus d...