In this episode, host Brett Fellows delves into the complexities of buying a home, providing Certified Registered Nurse Anesthetists (CRNAs) with a comprehensive guide on navigating financial decisions related to homeownership. Brett covers crucial aspects such as cash flow management, mortgage options, down payments, and closing costs, along with estate planning and tax considerations. 

[02:56] Understanding cash flow and budgeting.
[05:51] Mortgage considerations and eligibility.
[09:00] Down payment and closing costs.
[11:04] Estate planning considerations for homeowners.
[11:50] Tax planning for homebuyers. 
[13:09] Additional considerations when buying a home. 

For more information and resources related to this episode, please visit the show notes. 

Host Brett Fellows delves into the impact of presidential elections on the stock market, offering practical advice on managing investment anxiety and staying focused on long-term financial goals. He also shares his insights on enhancing productivity through time management techniques such as time blocking and exercise. 

[03:01] Impact of presidential elections on the stock market.
[06:46] Building a strong financial foundation.
[08:03] The importance of a comprehensive financial plan.
[08:48] Anesthesia Anecdotes: Time Management.

For more information and resources related to this episode, please visit the show notes. 

In this episode, host Brett Fellows delves into strategies to maximize tax deductions for Certified Registered Nurse Anesthetists (CRNAs), providing insights on tax planning, investment management, IRAs, 401k and 403b plans, Health Savings Accounts (HSAs), and 529 plans. 

[03:57] Understanding tax loss harvesting. 
[05:32] Exploring IRAs: Traditional vs. Roth.
[07:15] Breaking down 401k and 403b plans.
[08:57] The triple tax benefits of Health Savings Accounts (HSAs). 
[10:40] How charitable contributions can help lower your tax bill. 
[11:56] Tax-Efficient account withdrawal strategies. 
[14:25] Anesthesia Anecdotes: Brett’s tips for mindfulness and stress management. 

For more information and resources related to this episode, please visit the show notes. 

Host Brett Fellows interviews Katie Niemeyer, a CRNA, professional speaker, philanthropist, entrepreneur, and marathon runner. Katie shares her remarkable journey from surviving a life-threatening allergic reaction at age 16 to becoming a nurse anesthetist influenced by compassionate care. 

[03:07] Katie's inspirational story and career path. 
[05:45] The impact of a special friend. 
[09:24] Transitioning to a 1099 worker.
[11:42] Katie's speaking career and Handana invention.
[18:19] Katie’s future plans and financial advice. 

For more information and resources related to this episode, please visit the show notes. 

In this episode, host Brett Fellows delves into the intricacies of planning for retirement distributions, a critical aspect of retirement for CRNAs aiming for financial independence. Addressing a listener's two-part question, Brett explains the importance of setting up a systematic withdrawal plan, the role of Required Minimum Distributions (RMDs), and the factors to consider when deciding when to start Social Security benefits. 

[03:41] Key retirement planning considerations for CRNAs.
[04:17] Understanding how systematic withdrawals work. 
[05:20] Required Minimum Distributions (RMDs) explained. 
[06:36] Early retirement and its financial planning implications. 
[13:51] Social Security: When to start and the tax implications.
[17:41] Anesthesia Anecdotes: Brett’s personal tips for happiness. 

For more information and resources related to this episode, please visit the show notes. 

In this episode of MoneyRx for CRNAs, host Brett Fellows sits down with Tangy Kincaid, an independent Certified Registered Nurse Anesthetist (CRNA) and the founder of KT Anesthesia and Zenfusions. Tangy shares insights from her journey in the field of anesthesia, her transition to ketamine therapy, and the opportunities and challenges that come with managing her own business.

[04:24] The path to independent practice as a CRNA. 
[10:10] Starting and growing Zenfusions.
[12:10] Understanding ketamine therapy.
[15:50] Tangy Kincaid on the future of ketamine therapy and business growth. 
[23:39] Financial insights and retirement planning for independent CRNAs. 

For more information and resources related to this episode, please visit the show notes. 

Host Brett Fellows delves into essential strategies for retirement planning tailored specifically for Certified Registered Nurse Anesthetists (CRNAs). Brett breaks down the complexities of financial independence, emphasizing the importance of budgeting, understanding retirement costs, and the role of Social Security. He also discusses the 4% rule, long-term care insurance, and setting realistic retirement goals. 

[02:48] Understanding retirement costs. 
[05:02] Creating a realist retirement budget. 
[09:04] Considerations for long-term care. 
[12:50] Social Security benefits and managing retirement income. 
[19:56] Anesthesia Anecdotes: The unexpected benefits of daily journaling.  

For more information and resources related to this episode, please visit the show notes. 

In this episode, host Brett Fellows welcomes Andi Stamper, a seasoned CRNA with a decade-long career spanning academic institutions, community hospitals, and outpatient practices. Andi shares her journey from her progression through nursing degrees to becoming a traveling 1099 CRNA, discussing the financial and logistical challenges associated with self-employment. She and Brett also explore the creation of HealthShield Credentialing, an innovative digital wallet solution for CRNAs to manage credentialing documents. 

[04:17] Andi Stamper's career path and achievements.
[07:34] The challenges and rewards of 1099 contracting as a CRNA.
[20:20] HealthShield Credentialing: Andi’s vision and future plans.
[28:59] Key financial planning insights and advice for 1099 CRNAs. 

For more information and resources related to this episode, please visit the show notes. 

In this episode, Brett explores five essential financial management strategies for CRNAs in retirement, delving into topics such as diversifying income streams, optimizing withdrawal methods to reduce taxes, making smart investment choices to balance growth and risk, planning for healthcare costs, and safeguarding your financial legacy.

[02:42] Understanding your retirement goals. 
[03:58] Setting financial milestones. 
[05:48] Estimating your retirement expenses. 
[09:38] Choosing the right retirement accounts. 
[13:30] Diversifying your investment portfolio. 
[22:47] Listener Questions: Catching up on retirement savings. 

For more information and resources related to this episode, please visit the show notes. 

In this episode, host Brett Fellows provides key insights and strategies for CRNAs seeking to manage their money effectively in retirement, outlining five crucial steps: combining income from different sources, optimizing fund withdrawals to minimize taxes, discovering investment strategies for wealth growth, tackling healthcare and long-term care expenses, and preserving wealth through estate planning and tax savings. 

[02:07] Five key strategies for managing your money in retirement. 
[03:49] Diversifying your retirement income streams. 
[06:56] Optimizing your withdrawal strategy. 
[10:51] Investing wisely in retirement. 
[14:11] Planning for healthcare costs, including long-term care. 
[18:42] Protecting your legacy. 

For more information and resources related to this episode, please visit the show notes.