EPISODE · Jun 26, 2024 · 25 MIN
How to Manage Your Money for a Financially Secure Retirement
from MoneyRx for CRNAs and NPs · host Brett Fellows, CFP®
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.
What this episode covers
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.&n...
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How to Manage Your Money for a Financially Secure Retirement
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