MoneyRx for CRNAs

Key Considerations for Maximizing Your Employee Benefits After Age 50

Brett Fellows, CFP® Season 1 Episode 28

In this episode, host Brett Fellows shares valuable insights on navigating open enrollment season. Targeting Certified Registered Nurse Anesthetists (CRNAs) over age 50, Brett emphasizes the importance of evaluating employer benefits, particularly health savings accounts (HSAs), retirement contributions, and fringe benefits like wellness programs and legal assistance. 

[02:46] Brett’s open enrollment insights. 
[03:46] Maximizing Health Savings Accounts (HSAs).
[09:38] Understanding retirement contributions and fringe benefits. 
[15:52] Optimizing life and disability insurance. 
[21:34] A simple open enrollment checklist for CRNAs. 

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