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
Demystifying Tax Returns and Insurance Policies
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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.
[03:00] Understanding your tax return: a deep dive.
[11:14] Exploring insurance: protecting your most valuable assets.
[14:29] Choosing a life insurance policy.
[19:44] Why disability and property insurance are essential.
For more information and resources related to this episode, please visit the show notes.