MoneyRx for CRNAs and NPs cover art

All Episodes

MoneyRx for CRNAs and NPs — 97 episodes

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Title
1

E97: The Three Retirement Phases Nobody Plans For — And Why They Hit CRNAs Differently

2

E96: Can I Afford to Cut Back to Part-Time as an NP?

3

E95: Retirement Mistakes Nurses Make After They Quit (These are harder to fix)

4

The Right Age for a Nurse to Retire Isn't a Number. It's Five Windows.

5

The Tax Bill Many Widowed Nurses Don't See Coming

6

Should I invest in a rental property in retirement?

7

Why High-Earning Nurses Never Feel Wealthy (with Kristin Burton, PA Millionaire)

8

Amanda Kay on One Full Year of 1099: What She Got Wrong, What Changed Everything

9

Should I Pay Off My Mortgage Before Retiring?

10

Roth Conversion or ACA Subsidy? You Don't Have to Choose.

11

Why High-Earning Nurses Leave Money on the Table in Retirement

12

Stop Budgeting for What Retirement Costs. Budget for This Instead.

13

How This Nursing Couple Retired with $2.5M and Still Underspent for 3 Years

14

4 Signs You're Already Ready to Retire

15

Dr. Michelle Cuevas - The NP Who Left the W2 Life to Build Income, Flexibility, and a Life on Her Terms

16

3 Healthcare Decisions That Derail Early Retirement for Nurses

17

3 Steps to Build Your Retirement Paycheck

18

5 Retirement Mistakes That Can Cost Nurses $$

19

I'm a NP at 55 with $1.2M. Can I Retire in 5 Years?

20

Health Savings Accounts: How Nurses Should Use for Triple Tax Advantages

21

The Retirement Tax Time Bomb in Your 403(b) or 401(k)

22

Backdoor Roth vs Mega Backdoor Roth for Nurses: Which Strategy Fits?

23

Social Security Strategies for High Earning CRNAs & NPs

24

Pre-Retirement Checklist: 10 Action Steps for Nurses 5 Years Before You Retire

25

Why CRNAs and NPs Should Say NO to the 4% rule

26

Top 10 Investing Mistakes That Keep CRNAs & NPs Working Longer Than They Need To

27

Medicare Part B Premiums, IRMAA - What Nurses Need to Know

28

New Year, New Financial Strategy: 5 Money Moves Advanced Practice Nurses Should Make in 2026

29

We Have a $3 Million Portfolio. How Much Can We Spend?

30

Once I Show Early Retirees This, Healthcare Becomes Easy

31

Do These 5 Things Before You Retire if You've Saved Over $1 Million

32

How to Maximize Social Security Spousal Benefits as a CRNA

33

Why Saving Too Much For Retirement Could Be a Mistake!

34

Where Should I Pull Funds From First in Retirement

35

62-65-70, When Should CRNAs Claim Social Security?

36

Core Anesthesia: How Cole Dill & Tanner Hulin Built a Successful Business Empowering CRNAs

37

Jenny Finnell, CRNA: From Facebook Group to 7-Figure Business - Mentoring 8,000+ Future CRNAs

38

How Much is REALLY Enough to Retire as a CRNA?

39

What Should a CRNA Do With Their Old 401(k) or 403(b)?

40

Can I retire at 60 with $1 million as a CRNA?

41

Dr. Joe Rodriguez, DNAP, CRNA: Owning a Business, 1099 Work, and the Future of Healthcare

42

How Much Can I Spend with $2M in Retirement as a CRNA

43

The 5 Things Most People Miss About Retirement Planning

44

How Do I Afford Healthcare If I Retire Before 65? CRNAs & Early Retirement

45

Why Traditional (Pre-Tax) Retirement Savings Could Be a Financial Disaster for 1099 CRNAs

46

Don’t Make These 3 Social Security Claiming Mistakes in Retirement

47

The HSA Tax Strategy That Could Save Nurses $200K in Retirement

48

Building a Retirement Withdrawal Strategy: Which accounts to have and pull from?

49

W2 vs 1099: What CRNAs Need to Know

50

CRNA Home Ownership: Michigan Physician Loans with Becky Sims

51

New Tax Law: What CRNAs Need to Know about the One Big Beautiful Bill Act

52

How Nurses & CRNAs Can Lower Taxes in Retirement

53

Dr. Jason Bolt - The Humor, Heart, and Hustle of a CRNA Entrepreneur

54

I’m a CRNA. How much do I need to retire?

55

Sarah Wild CRNA: Building a Wildly Authentic Life as an Entrepreneur

56

Exploring Leadership & Innovation in Anesthesia with Dr. Rick Tennesen

57

Beyond Savings: Why $1 Million Isn’t a Retirement Plan

58

Staying the Course: Mastering Emotional Investing for CRNAs

59

Finding Freedom Through 1099 Work with Alesia Quante (Originally Aired 6/12/24)

60

Demystifying 1099 Life with CRNA Amanda Kay Kelly (Originally Aired 5/15/24)

61

Investment or Expense? Understanding Your Home's Role in Financial Planning

62

Roth Conversions: A Timely Opportunity for CRNAs

63

The Final Chapter: Tax Planning & Retirement Strategies for CRNAs

64

Be an Owner, Not a Loaner: Maximizing Your Financial Potential

65

The Power of Purposeful Spending: A Roadmap to Financial Independence for CRNAs

66

Checking Your Financial Vitals: Crafting a Secure Future

67

Secrets and Strategies to Maximize Wealth and Retirement

68

Mentorship, Money, and Making an Impact with CRNA Kathy Faltot

69

6 Questions to Ask a Financial Advisor (And Brett's Responses)

70

Key Considerations for Maximizing Your Employee Benefits After Age 50

71

Should You Contribute to a Roth 401(k) or 403(b)?

72

Here's What CRNAs Need to Know About Buying a Home

73

How Presidential Elections Impact Financial Markets

74

How to Maximize Tax Deductions and Secure Your Financial Future

75

Balancing Career, Passion, and Purpose with CRNA and Motivational Speaker Katie Niemeyer

76

From Savings to Spending: Maximizing Your Retirement Distributions

77

Promoting Mental Health in the CRNA Community and Beyond with Tangy Kincaid

78

How Much Is Enough? Breaking Down Retirement Costs and Savings

79

Secrets to Managing Taxes and Credentialing for 1099 CRNAs with Andi Stamper

80

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

81

How to Manage Your Money for a Financially Secure Retirement

82

The Financial Advisor Threshold: When Is It Time to Hire a Professional?

83

Making the Leap from Employee to Entrepreneur with Alesia Quante

84

Securing Your Financial Future: Key Retirement Strategies for CRNAs

85

Empowering Future CRNAs Through Mentorship and Community with Kiki Mattress

86

Aligning Your Money with Your Values

87

Mastering Money and Mindset with CRNA Coach Amanda Kay

88

Maximizing Your Social Security Benefits: Part 2

89

Maximizing Your Social Security Benefits: Part 1

90

Traditional or Roth? Optimizing Your IRA Contributions

91

Demystifying Tax Returns and Insurance Policies

92

Estate Planning Insights for CRNAs

93

Are You Making Unproductive Financial Decisions?

94

How Much Money Should CRNAs Be Saving?

95

Here's How CRNAs Can Minimize Taxes in Retirement

96

5 Reasons Why Investing in the Stock Market Is a Smart Money Move for CRNAs

97

The Vision: Empowering CRNAs Toward Financial Freedom