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
Should You Contribute to a Roth 401(k) or 403(b)?
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In this episode, host Brett Fellows explores Roth 401(k) and 403(b) options, their benefits over traditional accounts, and how they can offer CRNAs financial freedom and tax efficiency in retirement.
[03:44] Understanding Roth 401k and 403b accounts.
[05:12] Tax benefits and future planning considerations.
[08:46] Employer matches and contribution limits.
[10:43] Case study: Anna's retirement strategy.
For more information and resources related to this episode, please visit the show notes.