All Episodes
MoneyRx for CRNAs and NPs — 105 episodes
Social Security at 62 or 70: The Portfolio Math Nobody Runs
2.8M Saved. Why Can’t I Let Myself Go On This Family Trip?
How to Build a War Chest for Retirement
The CRNA Crystal Ball Test: What a "Perfect" 403(b) Fund Pick Is Really Worth
The Social Security Question Early-Retiring NPs get wrong
The 5 Retirement Topics That Matter (Lessons from 100 Episodes)
Your Retirement Has to Survive 35 Years of Inflation, Not 25
The 2026 Roth Catch-Up Rule Just Changed The Math For Every Nurse Over 50
The Three Retirement Phases Nobody Plans For — And Why They Hit CRNAs Differently
Can I Afford to Cut Back to Part-Time as an NP?
Retirement Mistakes Nurses Make After They Quit (These are harder to fix)
The Right Age for a Nurse to Retire Isn't a Number. It's Five Windows.
The Tax Bill Many Widowed Nurses Don't See Coming
Should I invest in a rental property in retirement?
Why High-Earning Nurses Never Feel Wealthy (with Kristin Burton, PA Millionaire)
Amanda Kay on One Full Year of 1099: What She Got Wrong, What Changed Everything
Should I Pay Off My Mortgage Before Retiring?
Roth Conversion or ACA Subsidy? You Don't Have to Choose.
Why High-Earning Nurses Leave Money on the Table in Retirement
Stop Budgeting for What Retirement Costs. Budget for This Instead.
How This Nursing Couple Retired with $2.5M and Still Underspent for 3 Years
4 Signs You're Already Ready to Retire
Dr. Michelle Cuevas - The NP Who Left the W2 Life to Build Income, Flexibility, and a Life on Her Terms
3 Healthcare Decisions That Derail Early Retirement for Nurses
3 Steps to Build Your Retirement Paycheck
5 Retirement Mistakes That Can Cost Nurses $$
I'm a NP at 55 with $1.2M. Can I Retire in 5 Years?
Health Savings Accounts: How Nurses Should Use for Triple Tax Advantages
The Retirement Tax Time Bomb in Your 403(b) or 401(k)
Backdoor Roth vs Mega Backdoor Roth for Nurses: Which Strategy Fits?
Social Security Strategies for High Earning CRNAs & NPs
Pre-Retirement Checklist: 10 Action Steps for Nurses 5 Years Before You Retire
Why CRNAs and NPs Should Say NO to the 4% rule
Top 10 Investing Mistakes That Keep CRNAs & NPs Working Longer Than They Need To
Medicare Part B Premiums, IRMAA - What Nurses Need to Know
New Year, New Financial Strategy: 5 Money Moves Advanced Practice Nurses Should Make in 2026
We Have a $3 Million Portfolio. How Much Can We Spend?
Once I Show Early Retirees This, Healthcare Becomes Easy
Do These 5 Things Before You Retire if You've Saved Over $1 Million
How to Maximize Social Security Spousal Benefits as a CRNA
Why Saving Too Much For Retirement Could Be a Mistake!
Where Should I Pull Funds From First in Retirement
62-65-70, When Should CRNAs Claim Social Security?
Core Anesthesia: How Cole Dill & Tanner Hulin Built a Successful Business Empowering CRNAs
Jenny Finnell, CRNA: From Facebook Group to 7-Figure Business - Mentoring 8,000+ Future CRNAs
How Much is REALLY Enough to Retire as a CRNA?
What Should a CRNA Do With Their Old 401(k) or 403(b)?
Can I retire at 60 with $1 million as a CRNA?
Dr. Joe Rodriguez, DNAP, CRNA: Owning a Business, 1099 Work, and the Future of Healthcare
How Much Can I Spend with $2M in Retirement as a CRNA
The 5 Things Most People Miss About Retirement Planning
How Do I Afford Healthcare If I Retire Before 65? CRNAs & Early Retirement
Why Traditional (Pre-Tax) Retirement Savings Could Be a Financial Disaster for 1099 CRNAs
Don’t Make These 3 Social Security Claiming Mistakes in Retirement
The HSA Tax Strategy That Could Save Nurses $200K in Retirement
Building a Retirement Withdrawal Strategy: Which accounts to have and pull from?
W2 vs 1099: What CRNAs Need to Know
CRNA Home Ownership: Michigan Physician Loans with Becky Sims
New Tax Law: What CRNAs Need to Know about the One Big Beautiful Bill Act
How Nurses & CRNAs Can Lower Taxes in Retirement
Dr. Jason Bolt - The Humor, Heart, and Hustle of a CRNA Entrepreneur
I’m a CRNA. How much do I need to retire?
Sarah Wild CRNA: Building a Wildly Authentic Life as an Entrepreneur
Exploring Leadership & Innovation in Anesthesia with Dr. Rick Tennesen
Beyond Savings: Why $1 Million Isn’t a Retirement Plan
Staying the Course: Mastering Emotional Investing for CRNAs
Finding Freedom Through 1099 Work with Alesia Quante (Originally Aired 6/12/24)
Demystifying 1099 Life with CRNA Amanda Kay Kelly (Originally Aired 5/15/24)
Investment or Expense? Understanding Your Home's Role in Financial Planning
Roth Conversions: A Timely Opportunity for CRNAs
The Final Chapter: Tax Planning & Retirement Strategies for CRNAs
Be an Owner, Not a Loaner: Maximizing Your Financial Potential
The Power of Purposeful Spending: A Roadmap to Financial Independence for CRNAs
Checking Your Financial Vitals: Crafting a Secure Future
Secrets and Strategies to Maximize Wealth and Retirement
Mentorship, Money, and Making an Impact with CRNA Kathy Faltot
6 Questions to Ask a Financial Advisor (And Brett's Responses)
Key Considerations for Maximizing Your Employee Benefits After Age 50
Should You Contribute to a Roth 401(k) or 403(b)?
Here's What CRNAs Need to Know About Buying a Home
How Presidential Elections Impact Financial Markets
How to Maximize Tax Deductions and Secure Your Financial Future
Balancing Career, Passion, and Purpose with CRNA and Motivational Speaker Katie Niemeyer
From Savings to Spending: Maximizing Your Retirement Distributions
Promoting Mental Health in the CRNA Community and Beyond with Tangy Kincaid
How Much Is Enough? Breaking Down Retirement Costs and Savings
Secrets to Managing Taxes and Credentialing for 1099 CRNAs with Andi Stamper
Escape the Burnout: Designing a Retirement Plan That Works For You
How to Manage Your Money for a Financially Secure Retirement
The Financial Advisor Threshold: When Is It Time to Hire a Professional?
Making the Leap from Employee to Entrepreneur with Alesia Quante
Securing Your Financial Future: Key Retirement Strategies for CRNAs
Empowering Future CRNAs Through Mentorship and Community with Kiki Mattress
Aligning Your Money with Your Values
Mastering Money and Mindset with CRNA Coach Amanda Kay
Maximizing Your Social Security Benefits: Part 2
Maximizing Your Social Security Benefits: Part 1
Traditional or Roth? Optimizing Your IRA Contributions
Demystifying Tax Returns and Insurance Policies
Estate Planning Insights for CRNAs
Are You Making Unproductive Financial Decisions?
How Much Money Should CRNAs Be Saving?
Here's How CRNAs Can Minimize Taxes in Retirement
5 Reasons Why Investing in the Stock Market Is a Smart Money Move for CRNAs
The Vision: Empowering CRNAs Toward Financial Freedom