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.

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This episode is 25 minutes long.

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This episode was published on June 26, 2024.

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