- Видео 87
- Просмотров 1 857
Brett Fellows
Добавлен 8 июн 2021
Helping CRNAs make work optional, pay less in taxes, and invest smarter.
E31: 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 Certified Registered Nurse Anesthetists (CRNAs), as well as the unique financial challenges CRNAs face.
[02:06] The five layers of financial planning.
[05:22] Building a solid financial foundation.
[11:01] Brett’s personal story and motivation for helping CRNAs maximize their wealth and retirement.
[22:08] Empowering CRNAs with financial confidence.
[02:06] The five layers of financial planning.
[05:22] Building a solid financial foundation.
[11:01] Brett’s personal story and motivation for helping CRNAs maximize their wealth and retirement.
[22:08] Empowering CRNAs with financial confidence.
Просмотров: 16
Видео
The Student Loan Question... For CRNAs
Просмотров 321 день назад
In this video, we explore the differences between good debt (like student loans, mortgages, or business investments) and bad debt, while diving into effective strategies to manage loans and grow your net worth. Learn key steps like setting up emergency funds, leveraging retirement plan matches, and applying the debt snowball method to achieve financial success as a CRNA. Take control of your fi...
E30: Mentorship, Money, and Making an Impact with CRNA Kathy Faltot
Просмотров 621 день назад
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 dedication to mentoring Spanish-speaking healthcare professionals. The discussion also covers practical financial advice, focusing on managing student loans, ...
E29: 6 Questions to Ask a Financial Advisor (And Brett's Responses)
Просмотров 8Месяц назад
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 serve, their fee structure, and their process for continuous client education. [02:31] Answering client's questions. [03:37] Brett’s investment philosoph...
E28: Key Considerations for Maximizing Your Employee Benefits After Age 50
Просмотров 22 месяца назад
In this episode, host Brett Fellows shares valuable insights on navigating open enrollment season. Targeting Certified Registered Nurse Anesthetists (CRNAs) over age 50, Brett emphasizes the importance of evaluating employer benefits, particularly health savings accounts (HSAs), retirement contributions, and fringe benefits like wellness programs and legal assistance. [02:46] Brett’s open enrol...
When To Seek Financial Advice
Просмотров 12 месяца назад
With Christmas just around the corner, December can be one of the most expensive months of the year-but it’s also a great time to reflect on your financial goals and set yourself up for success in the new year. Whether you're just starting your CRNA career or approaching retirement, knowing when to seek guidance from a financial advisor is key to building a strong and secure future. Here are mo...
E27: Should You Contribute to a Roth 401(k) or 403(b)?
Просмотров 472 месяца назад
In this episode, host Brett Fellows explores Roth 401(k) and 403(b) options, their benefits over traditional accounts, and how they can offer CRNAs financial freedom and tax efficiency in retirement. [03:44] Understanding Roth 401k and 403b accounts. [05:12] Tax benefits and future planning considerations. [08:46] Employer matches and contribution limits. [10:43] Case study: Anna's retirement s...
Diversifying Your Portfolio
Просмотров 42 месяца назад
As a CRNA, retirement planning goes beyond just saving-it’s about strategically combining and diversifying your income sources to enjoy a stable, stress-free future. Whether it’s your 401(k), 403(b), IRAs, pensions, social security, or other investments, balancing these income streams is key to maintaining your lifestyle without financial worries. Imagine a retirement where your income feels as...
Comfortable Retirement Is An Ongoing Planning Process
Просмотров 42 месяца назад
The journey to a comfortable retirement doesn’t end when you stop working as a CRNA-it’s an ongoing process, requiring you to stay proactive and make smart financial decisions to ensure they align with your retirement vision. If you're planning for life after your CRNA career, having a clear financial strategy can make a world of difference. If you have questions about how these big moves fit i...
E26: Here's What CRNAs Need to Know About Buying a Home
Просмотров 93 месяца назад
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]...
E25: How Presidential Elections Impact Financial Markets
Просмотров 23 месяца назад
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] Buildi...
E24: How to Maximize Tax Deductions and Secure Your Financial Future
Просмотров 73 месяца назад
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 ...
E23: Balancing Career, Passion, and Purpose with CRNA and Motivational Speaker Katie Niemeyer
Просмотров 44 месяца назад
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] Trans...
E22: From Savings to Spending: Maximizing Your Retirement Distributions
Просмотров 84 месяца назад
E22: From Savings to Spending: Maximizing Your Retirement Distributions
E21: Promoting Mental Health in the CRNA Community and Beyond with Tangy Kincaid
Просмотров 55 месяцев назад
E21: Promoting Mental Health in the CRNA Community and Beyond with Tangy Kincaid
The 4% Rule With Tangy Kincaid Thomas
Просмотров 85 месяцев назад
The 4% Rule With Tangy Kincaid Thomas
Tangy Kincaid Thomas on How Ketamine Therapy Works
Просмотров 25 месяцев назад
Tangy Kincaid Thomas on How Ketamine Therapy Works
Tangy Kincaid Thomas On How Ketamine Therapy Works
Просмотров 35 месяцев назад
Tangy Kincaid Thomas On How Ketamine Therapy Works
E20: How Much Is Enough? Breaking Down Retirement Costs and Savings
Просмотров 85 месяцев назад
E20: How Much Is Enough? Breaking Down Retirement Costs and Savings
Andi Stamper's Financial Question: Tax Implications for Housing Expenses As a 1099 CRNA
Просмотров 106 месяцев назад
Andi Stamper's Financial Question: Tax Implications for Housing Expenses As a 1099 CRNA
E19: Secrets to Managing Taxes and Credentialing for 1099 CRNAs with Andi Stamper
Просмотров 146 месяцев назад
E19: Secrets to Managing Taxes and Credentialing for 1099 CRNAs with Andi Stamper
E18: Escape the Burnout: Designing a Retirement Plan That Works For You
Просмотров 106 месяцев назад
E18: Escape the Burnout: Designing a Retirement Plan That Works For You
5 Step Guide To Managing Finances Post Retirement
Просмотров 26 месяцев назад
5 Step Guide To Managing Finances Post Retirement
Comfortable Retirement Is An Ongoing Planning Process
Просмотров 17 месяцев назад
Comfortable Retirement Is An Ongoing Planning Process
E17: How to Manage Your Money for a Financially Secure Retirement
Просмотров 27 месяцев назад
E17: How to Manage Your Money for a Financially Secure Retirement
What Financial Advice Is Right For You In Your Current CRNA Career?
Просмотров 87 месяцев назад
What Financial Advice Is Right For You In Your Current CRNA Career?
Easier said than done. And if the $ collapses you're savings doesn't mean squat.
Your videos are amazing. I really like it. I am a new subscriber to your channel. Can I talk with you Brett?