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
Secrets and Strategies to Maximize Wealth and Retirement
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In this episode, Brett introduces his new book, “MoneyRx for CRNAs: Secrets and Strategies to Maximize Wealth and Retirement.” Brett shares his background and the motivations behind his focus on providing specialized financial planning for Certified Registered Nurse Anesthetists (CRNAs), as well as the unique financial challenges CRNAs face.
[02:06] The five layers of financial planning.
[05:22] Building a solid financial foundation.
[11:01] Brett’s personal story and motivation for helping CRNAs maximize their wealth and retirement.
[22:08] Empowering CRNAs with financial confidence.
For more information and resources related to this episode, please visit the show notes.