MoneyRx for CRNAs
Go behind the scenes with host Brett Fellows, CFP®, as he explores the unique opportunities and challenges facing Certified Registered Nurse Anesthetists along the path to financial independence. In each episode, Brett shares expert insights and actionable advice, equipping you with the tools you need to take control of your financial destiny and retire on your terms.
MoneyRx for CRNAs
The Financial Advisor Threshold: When Is It Time to Hire a Professional?
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.