MoneyRx for CRNAs and NPs
Go behind the scenes with host Brett Fellows, CFP®, as he explores the unique opportunities and challenges facing Certified Registered Nurse Anesthetists and Nurse Practitioners along the path to financial independence. In each episode, Brett shares expert financial insights and actionable advice to help you lower taxes, invest smarter, and retire on your terms.
Episodes
72 episodes
Top 10 Investing Mistakes That Keep CRNAs & NPs Working Longer Than They Need To
You've worked long shifts, held everything together in high-stress situations, and saved diligently for 25 years. You think you're on track for retirement. But what if investment mistakes you don't even know you're making could force you to wor...
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Season 1
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Episode 72
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21:40
Medicare Part B Premiums, IRMAA - What Nurses Need to Know
If you are a high-earning nurse making $120,000 as NP or over $200,000 as a CRNA, you probably think Medicare will be simple and affordable because you have paid your taxes for decades. However, many nurses are shocked to receive premium notice...
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Season 1
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Episode 71
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13:22
New Year, New Financial Strategy: 5 Money Moves Advanced Practice Nurses Should Make in 2026
If you're a nurse around age 50 thinking you can do this for about 10 more years, then this episode is for you. Burnout from nursing changes the game. When you're tired, you don't want more complexity in your life. You want a plan that creates ...
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Season 1
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Episode 70
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22:47
We Have a $3 Million Portfolio. How Much Can We Spend?
What if the biggest risk to your retirement isn't running out of money, but spending too little? When you've accumulated $3 million through decades of hard work and discipline, the fear shifts from "Can we afford to retire?" to "How much can we...
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Season 1
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Episode 69
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22:24
Once I Show Early Retirees This, Healthcare Becomes Easy
"I can't retire early because of healthcare." If this is the voice holding you back, this episode changes everything.Healthcare costs terrify so many CRNAs approaching early retirement. You've saved enough money, you're burned out, and t...
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Season 1
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Episode 68
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22:16
Do These 5 Things Before You Retire if You've Saved Over $1 Million
Many CRNAs hit the $1 million savings mark and assume they are automatically ready to retire.While reaching that milestone is a huge achievement, retiring well isn't just about the balance in your accounts. It is about timing, flexibilit...
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Season 1
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Episode 67
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14:56
How to Maximize Social Security Spousal Benefits as a CRNA
What if you’re making a Social Security benefits mistake that could cost you 5 figures?It almost happened to a CRNA.Brett Fellows recently reviewed a retirement plan with a couple where the wife had worked full-time as a CRNA fo...
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Season 1
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Episode 66
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18:33
Why Saving Too Much For Retirement Could Be a Mistake!
We constantly hear headlines about how Americans are undersaving for retirement. While that is often true, there is a side of the story that rarely gets discussed. What happens if you never stop saving?For many high-income CRNAs, over-sa...
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Season 1
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Episode 65
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20:55
Where Should I Pull Funds From First in Retirement
You may have heard the general rule of thumb for retirement withdrawals: Spend your taxable accounts first, then tax-deferred accounts, and save your Roth IRAs for last.While there IS truth to that logic because it preserves tax-favored ...
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Season 1
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Episode 64
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13:51
62-65-70, When Should CRNAs Claim Social Security?
You've likely heard the advice: wait until age 70 to claim Social Security for the biggest check and safest retirement. But is that really the best choice for CRNAs?In this episode, Brett Fellows, CFP®, dives into the overlooked risks of...
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Season 1
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Episode 63
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22:03
Core Anesthesia: How Cole Dill & Tanner Hulin Built a Successful Business Empowering CRNAs
Cole Dill and Tanner Hulin, co-founders of Core Anesthesia, join the podcast to share the unexpected story of how their study conversations turned into a leading educational platform used by 75% of current CRNA students nationwide.Cole a...
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Season 1
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Episode 62
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39:31
Jenny Finnell, CRNA: From Facebook Group to 7-Figure Business - Mentoring 8,000+ Future CRNAs
Jenny Finnell, CRNA, founder and CEO of CRNA School Prep Academy (CSPA) and Teach RN, joins the Money RX for CRNAs podcast to discuss her journey from clinical CRNA to building a dual-business enterprise. Jenny shares the organic, passion-drive...
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Season 1
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Episode 61
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41:39
How Much is REALLY Enough to Retire as a CRNA?
Download your Retirement Readiness Checklist here: https://moneyrxforcrnasnewslettersignup.kit.com/4764a9941dHow much money do you really need to retire as a CRNA? If you've got savings but still feel uncertain about when you can safely ...
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Season 1
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Episode 60
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16:07
What Should a CRNA Do With Their Old 401(k) or 403(b)?
Download your Retirement Readiness Checklist here: https://moneyrxforcrnasnewslettersignup.kit.com/4764a9941dIf you're a CRNA, chances are a big part of your retirement nest egg is tied up in your 401(k) or 403(b). But many healthcare pr...
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Season 1
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Episode 59
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11:30
Can I retire at 60 with $1 million as a CRNA?
You survived the grueling school years, mastered one of healthcare's most demanding roles, and saved diligently for decades. Now you're staring at your account statements showing seven figures and asking yourself the million-dollar question: Ca...
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Season 1
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Episode 58
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15:25
Dr. Joe Rodriguez, DNAP, CRNA: Owning a Business, 1099 Work, and the Future of Healthcare
Dr. Joe Rodriguez, co-founder of Guide Anesthesia (managing over 150 providers) and a respected voice in the CRNA community, joins the podcast for a candid discussion on CRNA entrepreneurship, advocacy, and the true meaning of career success. J...
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Season 1
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Episode 57
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47:31
How Much Can I Spend with $2M in Retirement as a CRNA
You should be proud of yourself for saving $2 million for retirement, but instead, you're terrified. The problem? You don't know how much you can spend. A couple, Sarah and Mike, found that their initial plan with a 12% withdrawal r...
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Season 1
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Episode 56
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15:12
The 5 Things Most People Miss About Retirement Planning
You've worked for decades, saved a solid nest egg, and achieved financial independence. But what if that's not enough? While most people focus on the financial side of retirement, the real work happens after you stop working. This i...
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Season 1
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Episode 55
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13:46
How Do I Afford Healthcare If I Retire Before 65? CRNAs & Early Retirement
You’re 58, ready to retire, and your 401k is solid. But then reality hits: Medicare doesn't start until age 65. That's up to seven years of needing health insurance on your own. This "healthcare gap" could cost you over $30,000 a year, threaten...
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Season 1
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Episode 54
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19:12
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