MoneyRx for CRNAs

Demystifying Tax Returns and Insurance Policies

Brett Fellows, CFP® Season 1 Episode 7

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.