Demystifying Tax Returns and Insurance Policies

from MoneyRx for CRNAs and NPs · host Brett Fellows, CFP®

In this episode, Brett discusses the importance of understanding tax returns and insurance policies, covering tax planning basics, deductions, retirement plans, and the various types of insurance that can enhance a CRNA’s financial plan. [03:00] Understanding your tax return: a deep dive. [11:14] Exploring insurance: protecting your most valuable assets. [14:29] Choosing a life insurance policy. [19:44] Why disability and property insurance are essential. For more information and resources related to this episode, please visit the show notes.

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This episode is 27 minutes long.

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This episode was published on April 10, 2024.

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