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
Are You Making Unproductive Financial Decisions?
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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 with financial decision-making.
[09:37] The power of organization in achieving financial goals.
[12:49] Embracing changing and making informed decisions.
[16:18] Why it’s important to have another set of eyes on your finances.
For more information and resources related to this episode, please visit the show notes.