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.
Episodes
53 episodes
Why Traditional (Pre-Tax) Retirement Savings Could Be a Financial Disaster for 1099 CRNAs
What if what worked for your parents' retirement could be a financial disaster for yours? For many CRNAs, traditional pre-tax retirement savings could be a ticking time bomb. With the Secure Act, historically low tax rates, and a massive wealth...
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Season 1
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Episode 53
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38:09
Don’t Make These 3 Social Security Claiming Mistakes in Retirement
Did you know the government has a legal way to tax the same dollar twice? This happens to thousands of people every year through something most have never heard of called "provisional income." You may assume Social Security is tax-free, but for...
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Season 1
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Episode 52
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14:08
The HSA Tax Strategy That Could Save Nurses $200K in Retirement
Melissa is a CRNA who thinks she’s doing everything right, but she’s missing out on a powerful retirement savings tool. She’s been walking past what we call the "triple tax advantage" because she dismissed high-deductible health plans. This ove...
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Season 1
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Episode 51
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19:25
Building a Retirement Withdrawal Strategy: Which accounts to have and pull from?
You've worked for decades as a CRNA, built a solid nest egg, and retirement day has finally arrived. The paycheck you depended on for 30 years is gone. Now what? Choosing the wrong retirement account to withdraw from first could cost you hundre...
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Season 1
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Episode 50
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17:31
W2 vs 1099: What CRNAs Need to Know
Is a W2 salary always better than a 1099 contract? This episode of the "Money Rx for CRNA's" podcast, hosted by Brett Fellows, breaks down a critical career decision many CRNAs face. Using a framework for confident decision-making, the episode ...
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Season 1
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Episode 49
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18:27
CRNA Home Ownership: Michigan Physician Loans with Becky Sims
Homeownership is often the most complex and emotional financial decision we make. In this episode, we're joined by Becky Sims, a mortgage loan officer with over 30 years of experience, to clarify the home-buying process for CRNAs. Becky shares ...
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Season 1
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Episode 48
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27:58
New Tax Law: What CRNAs Need to Know about the One Big Beautiful Bill Act
Welcome to the Money RX for CRNA's podcast! Is the new tax law creating confusion or an opportunity for your retirement? This episode discusses the "One Big Beautiful Bill Act" (OBBBA) and what CRNAs need to know to optimize their financial fut...
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Season 1
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Episode 47
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20:35
How Nurses & CRNAs Can Lower Taxes in Retirement
Jennifer did everything right: she worked for 25 years, maxed out her 403(b), and saved over a million dollars. But she made a $200,000 mistake she didn't even know about until she turned 65. Her required minimum distributions (RMDs) and Social...
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Season 1
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Episode 46
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18:18
Dr. Jason Bolt - The Humor, Heart, and Hustle of a CRNA Entrepreneur
Dr. Jason Bolt is a CRNA who has masterfully built a personal brand and private practice, all while seeing the humor in the profession and inspiring others to take control of their financial future.In this episode, Jason shares his uniqu...
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35:25
I’m a CRNA. How much do I need to retire?
Most CRNAs think they need to replace their entire income in retirement. That's not true. Brett breaks down the exact three-step framework he uses with CRNA clients to calculate their real retirement number.As a CRNA, you're earning $200...
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Season 1
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Episode 44
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17:32
Sarah Wild CRNA: Building a Wildly Authentic Life as an Entrepreneur
Sarah Wild proves you can build a thriving career as a CRNA while staying true to your values and priorities.In this special CRNA Spotlight episode, Sarah shares her journey from being number 9 of 11 kids in a small town to becoming a su...
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Season 1
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Episode 43
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34:38
Exploring Leadership & Innovation in Anesthesia with Dr. Rick Tennesen
Host Brett Fellows interviews Dr. Rick Tennesen, the Regional Anesthetist Director for TeamHealth's Southeast Division. Dr. Rick provides valuable insights on leadership, mentorship, and the future of anesthesia, offering practical advice for b...
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Season 1
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Episode 42
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29:03
Beyond Savings: Why $1 Million Isn’t a Retirement Plan
Host Brett Fellows addresses the common anxieties faced by Certified Registered Nurse Anesthetists (CRNAs) about retirement planning, emphasizing the importance of turning savings into a sustainable income stream and the dangers of not having a...
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Season 1
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Episode 41
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12:27
Staying the Course: Mastering Emotional Investing for CRNAs
Host Brett Fellows discusses the importance of maintaining a disciplined investment strategy amidst market volatility. Drawing on personal anecdotes and expert insights, Brett explores how emotional decision-making can sabotage long-term financ...
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Season 1
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Episode 40
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17:07
Finding Freedom Through 1099 Work with Alesia Quante (Originally Aired 6/12/24)
This episode is a re-release of host Brett Fellows’ inspiring interview with Alicia Quinte, CRNA and founder of the 1099 Success Academy. Originally aired in 2024, this episode delves into Alicia’s journey from a W-2 employee to a flourishing 1...
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Season 1
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Episode 39
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45:59
Demystifying 1099 Life with CRNA Amanda Kay Kelly (Originally Aired 5/15/24)
This episode is a re-release of host Brett Fellows’ impactful conversation with Amanda Kay Kelly, an independent CRNA mentor and founder of the Mindful CRNA. Originally aired in May 2024, the episode focuses on Amanda's transition from a W-2 em...
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Season 1
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Episode 38
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46:53
Investment or Expense? Understanding Your Home's Role in Financial Planning
In this episode of the MoneyRx for CRNAs Podcast, host Brett Fellows explores the ongoing debate about whether your house should be considered an investment, delving into the pros and cons, including the growth of equity, potential appreciation...
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Season 1
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Episode 37
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20:11
Roth Conversions: A Timely Opportunity for CRNAs
In this episode, host Brett Fellows delves into the advantages of Roth IRA conversions for Certified Registered Nurse Anesthetists (CRNAs) during a declining market. Brett explains how market declines reduce the tax burden on Roth conversions, ...
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Season 1
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Episode 36
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24:20
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 explore...
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Season 1
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Episode 35
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25:24
Be an Owner, Not a Loaner: Maximizing Your Financial Potential
In this episode, host Brett Fellows dives into the theme of being an owner rather than a loaner in investments. Brett compares the potential returns of stocks versus bonds, highlighting the significant long-term benefits of ownership.[02...
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Season 1
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Episode 34
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18:40
The Power of Purposeful Spending: A Roadmap to Financial Independence for CRNAs
In this episode, host Brett Fellows delves into Chapter 3 of ‘MoneyRx for CRNAs: Secrets and Strategies to Maximize Wealth and Retirement,' focusing on purposeful spending. Brett emphasizes the importance of narrowing the gap between financial ...
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Season 1
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Episode 33
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22:24
Checking Your Financial Vitals: Crafting a Secure Future
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 f...
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Season 1
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Episode 32
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24:01
Secrets and Strategies to Maximize Wealth and Retirement
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 Cert...
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Season 1
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Episode 31
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26:17
Mentorship, Money, and Making an Impact with CRNA Kathy Faltot
Host Brett Fellows sits down with Kathy Faltot, a Certified Registered Nurse Anesthetist based in South Florida. Kathy shares her inspiring journey from Colombia to the United States, highlighting her pursuit of financial independence and dedic...
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Season 1
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Episode 30
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30:07
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 ...
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Season 1
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Episode 29
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18:29