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
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...
2.8M Saved. Why Can’t I Let Myself Go On This Family Trip?
A CRNA retires at 55 with $2,800,000 saved, a paid-off house, and every account funded the way a plan is supposed to look. A few months later, that same person turns down a $6,000 family trip because they might need the money.In this epi...
How to Build a War Chest for Retirement
Two people can retire with the same total balance, the same asset mix, the same withdrawal rate, even the same average annual return over thirty years, and still land in totally different places by the end. In this episode, Brett Fellows, CFP®,...
The CRNA Crystal Ball Test: What a "Perfect" 403(b) Fund Pick Is Really Worth
Retirement charts inside a 403(b) can eat hours of attention. Five-year returns, ten-year returns, expense ratios, lined up side by side and compared fund by fund.Brett Fellows, CFP®, runs the numbers on what a decade of picking the sing...
The Social Security Question Early-Retiring NPs get wrong
You retired from full-time practice, kept a couple of PRN shifts a month, and now you're looking at claiming Social Security at 62. It feels like the easy part of the plan. For most nurse practitioners and CRNAs, it isn't.In this episode...