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
The Final Chapter: Tax Planning & Retirement Strategies for CRNAs
Host Brett Fellows delves into the critical topic of tax planning in retirement, emphasizing the importance of understanding the impact of taxes on retirement savings, particularly for those with traditional tax-deferred accounts. Brett explores strategies like Roth conversions, leveraging the gap years, and making tax-savvy charitable contributions to reduce future tax burdens.
[03:34] Understanding taxes in retirement.
[06:51] Strategies for managing taxes.
[12:50] Generational perspectives on money.
[15:27] Maintaining and adapting your financial plan.
[20:42] The four pillars of financial success.
For more information and resources related to this episode, please visit the show notes.