Escape the Burnout: Designing a Retirement Plan That Works For You episode artwork

EPISODE · Jul 10, 2024 · 28 MIN

Escape the Burnout: Designing a Retirement Plan That Works For You

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

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. 

Episode metadata supplied by the publisher feed · Published Jul 10, 2024

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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] Cho...

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Escape the Burnout: Designing a Retirement Plan That Works For You

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