MoneyRx for CRNAs

Escape the Burnout: Designing a Retirement Plan That Works For You

Brett Fellows, CFP® Season 1 Episode 18

In this episode, Brett explores five essential financial management strategies for CRNAs in retirement, delving into topics such as diversifying income streams, optimizing withdrawal methods to reduce taxes, making smart investment choices to balance growth and risk, planning for healthcare costs, and safeguarding your financial legacy.

[02:42] Understanding your retirement goals. 
[03:58] Setting financial milestones. 
[05:48] Estimating your retirement expenses. 
[09:38] Choosing the right retirement accounts. 
[13:30] Diversifying your investment portfolio. 
[22:47] Listener Questions: Catching up on retirement savings. 

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