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
Traditional or Roth? Optimizing Your IRA Contributions
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
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 retirement goals.
[02:38] Key differences between traditional and Roth retirement accounts.
[07:31] Why CRNAs may want to consider a Roth account.
[20:34] When traditional accounts tend to make more sense.
[25:16] Maximizing your retirement savings through strategic investments.
For more information and resources related to this episode, please visit the show notes.