MoneyRx for CRNAs

From Savings to Spending: Maximizing Your Retirement Distributions

Brett Fellows, CFP® Season 1 Episode 22

In this episode, host Brett Fellows delves into the intricacies of planning for retirement distributions, a critical aspect of retirement for CRNAs aiming for financial independence. Addressing a listener's two-part question, Brett explains the importance of setting up a systematic withdrawal plan, the role of Required Minimum Distributions (RMDs), and the factors to consider when deciding when to start Social Security benefits. 

[03:41] Key retirement planning considerations for CRNAs.
[04:17] Understanding how systematic withdrawals work. 
[05:20] Required Minimum Distributions (RMDs) explained. 
[06:36] Early retirement and its financial planning implications. 
[13:51] Social Security: When to start and the tax implications.
[17:41] Anesthesia Anecdotes: Brett’s personal tips for happiness. 

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