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
Key Considerations for Maximizing Your Employee Benefits After Age 50
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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.