MoneyRx for CRNAs

How to Manage Your Money for a Financially Secure Retirement

Brett Fellows, CFP® Season 1 Episode 17

In this episode, host Brett Fellows provides key insights and strategies for CRNAs seeking to manage their money effectively in retirement, outlining five crucial steps: combining income from different sources, optimizing fund withdrawals to minimize taxes, discovering investment strategies for wealth growth, tackling healthcare and long-term care expenses, and preserving wealth through estate planning and tax savings. 

[02:07] Five key strategies for managing your money in retirement. 
[03:49] Diversifying your retirement income streams. 
[06:56] Optimizing your withdrawal strategy. 
[10:51] Investing wisely in retirement. 
[14:11] Planning for healthcare costs, including long-term care. 
[18:42] Protecting your legacy. 

For more information and resources related to this episode, please visit the show notes.