The 5 Retirement Topics That Matter (Lessons from 100 Episodes) episode artwork

EPISODE · Aug 4, 2026 · 27 MIN

The 5 Retirement Topics That Matter (Lessons from 100 Episodes)

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

One hundred episodes ago, Brett Fellows sat down in front of a microphone with no idea if a single person outside his own family would ever listen.For this milestone episode, there is no new strategy and no client case study. Brett goes back through ninety-nine episodes and pulls out the five questions that keep resurfacing for CRNAs and NPs, no matter how different two households look on paper. He also shares the honest reason he keeps making this show at all.Brett covers:Tax buckets: why the account a dollar sits in, pre-tax, Roth, or taxable, matters more over a whole career than any single year's tax billHow much is enough, and why the number itself is rarely the hard partSocial Security as a one-way door, and why the claiming decision changes the math on everything elseThe healthcare gap before Medicare, and the shadow tax created by a Roth conversion in the wrong yearWithdrawal order once the paycheck stops, and why the sequence matters as much as the totalThe honest reason Brett keeps making this show, a hundred episodes inNew episode of MoneyRx for CRNAs and NPs is out now.Key Timestamps:(0:18) Sitting down for 100 episodes and why today is different(2:49) Real-world impact on CRNAs and nurse practitioners over two years(6:09) Topic 1: Roth conversions and looking at taxes across your whole career(9:09) Topic 2: how much is enough and trusting the number to buy back time(11:34) Topic 3: Social Security claiming as a one-way door decision(14:03) Topic 4: understanding the healthcare gap before Medicare(16:32) Topic 5: figuring out where money comes from in retirement(18:53) Why helping the people who take care of everyone else matters(21:20) Reflecting on episode one, the book, and how the show evolved(23:45) Your action step for this week: pick one topic you have been avoiding#CRNAs #NursePractitioners #RetirementPlanning #MoneyRx #RothConversionsFor more information and resources related to this episode, please visit the show notes. 

Episode metadata supplied by the publisher feed · Published Aug 4, 2026

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One hundred episodes ago, Brett Fellows sat down in front of a microphone with no idea if a single person outside his own family would ever listen. For this milestone episode, there is no new strategy and no client case study. Brett goes back through ninety-nine episodes and pulls out the five questions that keep resurfacing for CRNAs and NPs, no matter how different two households look on paper. He also shares the honest reason he keeps making this show at all. Brett covers: Tax buckets: why...

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The 5 Retirement Topics That Matter (Lessons from 100 Episodes)

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