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
Checking Your Financial Vitals: Crafting a Secure Future
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In this episode, Brett delves into the first chapter of his new book: “MoneyRx for CRNA's: Secrets and Strategies to Maximize Wealth and Retirement.” Brett introduces the concept of “Checking Your Vitals,” a crucial step in understanding your financial health by aligning your money with your personal values and goals. He also emphasizes the emotional aspects of financial decisions and the importance of having a solid, adaptable plan.
[01:59] Client community and onboarding schedule.
[04:07] Chapter breakdown and episode structure.
[05:28] Diving into Chapter 1: Checking Your Vitals.
[08:38] Emotional and behavioral aspects of money.
[12:35] Importance of financial planning.
For more information and resources related to this episode, please visit the show notes.