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
The 5 Retirement Topics That Matter (Lessons from 100 Episodes)
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One hundred episodes ago, Brett Fellows sat down in front of a microphone with no idea if a single person outside his own family would ever listen.
For this milestone episode, there is no new strategy and no client case study. Brett goes back through ninety-nine episodes and pulls out the five questions that keep resurfacing for CRNAs and NPs, no matter how different two households look on paper. He also shares the honest reason he keeps making this show at all.
Brett covers:
- Tax buckets: why the account a dollar sits in, pre-tax, Roth, or taxable, matters more over a whole career than any single year's tax bill
- How much is enough, and why the number itself is rarely the hard part
- Social Security as a one-way door, and why the claiming decision changes the math on everything else
- The healthcare gap before Medicare, and the shadow tax created by a Roth conversion in the wrong year
- Withdrawal order once the paycheck stops, and why the sequence matters as much as the total
- The honest reason Brett keeps making this show, a hundred episodes in
New episode of MoneyRx for CRNAs and NPs is out now.
Key Timestamps:
(0:18) Sitting down for 100 episodes and why today is different
(2:49) Real-world impact on CRNAs and nurse practitioners over two years
(6:09) Topic 1: Roth conversions and looking at taxes across your whole career
(9:09) Topic 2: how much is enough and trusting the number to buy back time
(11:34) Topic 3: Social Security claiming as a one-way door decision
(14:03) Topic 4: understanding the healthcare gap before Medicare
(16:32) Topic 5: figuring out where money comes from in retirement
(18:53) Why helping the people who take care of everyone else matters
(21:20) Reflecting on episode one, the book, and how the show evolved
(23:45) Your action step for this week: pick one topic you have been avoiding
#CRNAs #NursePractitioners #RetirementPlanning #MoneyRx #RothConversions
For more information and resources related to this episode, please visit the show notes.