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
The Financial Advisor Threshold: When Is It Time to Hire a Professional?
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
In this episode, host Brett Fellows addresses a common question from prospective CRNA clients: what is the minimum investment required to work with a financial advisor? Using real-life examples of two CRNAs at different career stages, Brett explains how to find the right type of advisor that aligns with your financial situation and goals.
[04:14] Understanding the various types of financial advisors.
[06:07] Exploring real-life scenarios: Sarah and Mark.
[09:21] The best time to seek financial advice.
[14:44] Breaking down the cost of hiring a financial advisor.
For more information and resources related to this episode, please visit the show notes.