MoneyRx for CRNAs and NPs cover art

All Episodes

MoneyRx for CRNAs and NPs — 88 episodes

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Title
1

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

2

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

3

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

4

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

5

4 Signs You're Already Ready to Retire

6

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

7

3 Healthcare Decisions That Derail Early Retirement for Nurses

8

3 Steps to Build Your Retirement Paycheck

9

5 Retirement Mistakes That Can Cost Nurses $$

10

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

11

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

12

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

13

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

14

Social Security Strategies for High Earning CRNAs & NPs

15

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

16

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

17

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

18

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

19

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

20

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

21

Once I Show Early Retirees This, Healthcare Becomes Easy

22

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

23

How to Maximize Social Security Spousal Benefits as a CRNA

24

Why Saving Too Much For Retirement Could Be a Mistake!

25

Where Should I Pull Funds From First in Retirement

26

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

27

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

28

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

29

How Much is REALLY Enough to Retire as a CRNA?

30

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

31

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

32

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

33

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

34

The 5 Things Most People Miss About Retirement Planning

35

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

36

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

37

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

38

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

39

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

40

W2 vs 1099: What CRNAs Need to Know

41

CRNA Home Ownership: Michigan Physician Loans with Becky Sims

42

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

43

How Nurses & CRNAs Can Lower Taxes in Retirement

44

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

45

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

46

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

47

Exploring Leadership & Innovation in Anesthesia with Dr. Rick Tennesen

48

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

49

Staying the Course: Mastering Emotional Investing for CRNAs

50

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

51

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

52

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

53

Roth Conversions: A Timely Opportunity for CRNAs

54

The Final Chapter: Tax Planning & Retirement Strategies for CRNAs

55

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

56

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

57

Checking Your Financial Vitals: Crafting a Secure Future

58

Secrets and Strategies to Maximize Wealth and Retirement

59

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

60

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

61

Key Considerations for Maximizing Your Employee Benefits After Age 50

62

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

63

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

64

How Presidential Elections Impact Financial Markets

65

How to Maximize Tax Deductions and Secure Your Financial Future

66

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

67

From Savings to Spending: Maximizing Your Retirement Distributions

68

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

69

How Much Is Enough? Breaking Down Retirement Costs and Savings

70

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

71

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

72

How to Manage Your Money for a Financially Secure Retirement

73

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

74

Making the Leap from Employee to Entrepreneur with Alesia Quante

75

Securing Your Financial Future: Key Retirement Strategies for CRNAs

76

Empowering Future CRNAs Through Mentorship and Community with Kiki Mattress

77

Aligning Your Money with Your Values

78

Mastering Money and Mindset with CRNA Coach Amanda Kay

79

Maximizing Your Social Security Benefits: Part 2

80

Maximizing Your Social Security Benefits: Part 1

81

Traditional or Roth? Optimizing Your IRA Contributions

82

Demystifying Tax Returns and Insurance Policies

83

Estate Planning Insights for CRNAs

84

Are You Making Unproductive Financial Decisions?

85

How Much Money Should CRNAs Be Saving?

86

Here's How CRNAs Can Minimize Taxes in Retirement

87

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

88

The Vision: Empowering CRNAs Toward Financial Freedom