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
Maximizing Your Social Security Benefits: Part 2
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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.
[02:05] Understanding when to claim Social Security retirement benefits.
[05:48] Estimating life expectancy and its impact on Social Security.
[10:21] Navigating the earned income test and tax implications.
[14:50] Exploring Social Security spousal benefits.
[17:38] Claiming strategies for married couples.
For more information and resources related to this episode, please visit the show notes.