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.
Episodes
29 episodes
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 ...
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Season 1
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Episode 29
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18:29
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, particula...
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Season 1
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Episode 28
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23:43
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...
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Season 1
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Episode 27
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15:26
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 cru...
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Season 1
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Episode 26
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15:49
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 product...
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Season 1
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Episode 25
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13:32
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 Acco...
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Season 1
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Episode 24
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18:09
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...
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Season 1
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Episode 23
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29:58
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...
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Season 1
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Episode 22
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22:08
Promoting Mental Health in the CRNA Community and Beyond with Tangy Kincaid
In this episode of MoneyRx for CRNAs, host Brett Fellows sits down with Tangy Kincaid, an independent Certified Registered Nurse Anesthetist (CRNA) and the founder of KT Anesthesia and Zenfusions. Tangy shares insights from her journey in the f...
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Season 1
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Episode 21
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33:46
How Much Is Enough? Breaking Down Retirement Costs and Savings
Host Brett Fellows delves into essential strategies for retirement planning tailored specifically for Certified Registered Nurse Anesthetists (CRNAs). Brett breaks down the complexities of financial independence, emphasizing the importance of b...
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Season 1
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Episode 20
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24:23
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 deg...
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Season 1
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Episode 19
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38:33
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 b...
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Season 1
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Episode 18
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28:13
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 mi...
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Season 1
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Episode 17
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25:10
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 exp...
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Season 1
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Episode 16
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22:32
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 trans...
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Season 1
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Episode 15
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44:01
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...
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Season 1
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Episode 14
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21:19
Empowering Future CRNAs Through Mentorship and Community with Kiki Mattress
In this episode of the MoneyRx for CRNAs podcast, guest Kiki Mattress discusses her journey from engineering technology to Certified Registered Nurse Anesthetist (CRNA), sharing her initial struggles, the inspiration from her grandmother's illn...
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Season 1
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Episode 13
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36:01
Aligning Your Money with Your Values
Host Brett Fellows explores the importance of aligning time, money, and values to achieve a fulfilling life, offering CRNAs strategies for setting clear goals, spending intentionally, and creating meaningful experiences.[04:15] The impo...
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Season 1
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Episode 12
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19:18
Mastering Money and Mindset with CRNA Coach Amanda Kay
Host Brett Fellows and special guest Amanda Kay discuss Amanda's transition to an independent CRNA, emphasizing the importance of financial planning, contract negotiation, and time management. Amanda also shares insights on personal growth, the...
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Season 1
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Episode 11
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43:57
Maximizing Your Social Security Benefits: Part 2
In Part 2 of this two-part series, Brett continues his discussion of the significance of Social Security for CRNAs, offering additional insights into claiming strategies, spousal benefits, and the taxation of retiree benefits. [02:...
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Season 1
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Episode 10
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22:56
Maximizing Your Social Security Benefits: Part 1
In this episode, Brett discusses the importance of Social Security benefits for certified registered nurse anesthetists (CRNAs), offering insights into how to estimate benefits, when to begin receiving them, and the impact of delaying retiremen...
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Season 1
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Episode 9
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17:49
Traditional or Roth? Optimizing Your IRA Contributions
In this episode, Brett delves into the key differences between traditional and Roth retirement accounts and the pros and cons of each account type, offering CRNAs a framework to choose the best option for their financial independence and retire...
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Season 1
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Episode 8
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34:42
Demystifying Tax Returns and Insurance Policies
In this episode, Brett discusses the importance of understanding tax returns and insurance policies, covering tax planning basics, deductions, retirement plans, and the various types of insurance that can enhance a CRNA’s financial plan. <...
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Season 1
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Episode 7
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27:29
Estate Planning Insights for CRNAs
Brett discusses the importance of estate planning for certified registered nurse anesthetists (CRNAs), covering topics such as:What estate planning entailsWho needs an estate planKey documents involved, such as wil...
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Season 1
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Episode 6
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28:32
Are You Making Unproductive Financial Decisions?
In this episode, Brett emphasizes the importance of organization, asking deep questions about financial goals, and being intentional with money to avoid walking in circles with financial decisions.[06:48] Where CRNAs tend to struggle wi...
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Season 1
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Episode 5
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21:32