MoneyRx for CRNAs
Go behind the scenes with host Brett Fellows, CFP®, as he explores the unique opportunities and challenges facing Certified Registered Nurse Anesthetists along the path to financial independence. In each episode, Brett shares expert insights and actionable advice, equipping you with the tools you need to take control of your financial destiny and retire on your terms.
MoneyRx for CRNAs
6 Questions to Ask a Financial Advisor (And Brett's Responses)
In this episode, host Brett Fellows addresses a set of pivotal questions from a client regarding financial planning for Certified Registered Nurse Anesthetists (CRNAs). Brett explains his firm's investment philosophy, the types of clients they serve, their fee structure, and their process for continuous client education.
[02:31] Answering client's questions.
[03:37] Brett’s investment philosophy.
[06:19] Oak Capital Advisors’ client demographics and services.
[08:35] How Brett approaches account strategies and customization.
[12:36] The benefits of a transparent fee structure.
[14:51] Brett’s mentors and philosophical influences.
[15:54] Managing client education and ongoing engagement.
For more information and resources related to this episode, please visit the show notes.