MoneyRx for CRNAs
Claim This Podcastby Brett Fellows, CFP®
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Podcast Overview
<p>Go behind the scenes with host Brett Fellows, CFP®, as he explores the unique financial opportunities and challenges facing Certified Registered Nurse Anesthetists and Nurse Practitioners on the path to financial independence. Each episode delivers expert insights and actionable advice to help you lower taxes, invest smarter, and retire on your terms. <br><br>Brett's firm, Oak Capital Advisors, specializes in high-earning CRNAs and nurse practitioners and is currently accepting new clients. From retirement income strategy and tax planning to Social Security timing, Medicare, and estate planning, they offer comprehensive financial planning that goes far beyond investment management. If you're ready to work with someone who truly gets your world, the link to schedule a discovery meeting is in the show notes.</p>
Language
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Publishing Since
2/28/2024
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Recent Episodes
April 7, 2026
Dr. Michelle Cuevas - The NP Who Left the W2 Life to Build Income, Flexibility, and a Life on Her Terms
Making the jump from employee to business owner can feel scary for NPs and CRNAs, but it can be done successfully. In this episode, Brett Fellows sits down with Dr. Michelle Cuevas, DNP, FNP-C, a family nurse practitioner, entrepreneur, and self-described explorer who made the leap from W2 employee to 1099 business owner and has not looked back. Michelle built the NP Specialist Nursing Inc., her own clinical 1099 company, and then launched the NP Travel Specialist, a travel business that give...
March 31, 2026
3 Healthcare Decisions That Derail Early Retirement for Nurses
A CRNA or nurse practitioner can save consistently, build a $1.5 to $2 million portfolio, and be just a few years from retirement and STILL lose tens of thousands of dollars a year without knowing why. The answer? Because of these three specific decisions that got made quietly in the background right before retirement. In this episode, Brett Fellows walks through the story of Sandra, a 58-year-old CRNA with $1.9 million saved. Two of those decisions had already been made wrong. The thi...
March 24, 2026
3 Steps to Build Your Retirement Paycheck
Where will your paycheck come from once you stop working, and which account do you pull from first? You saved well, maxed out your 403(b), and built a $2 million portfolio, but haven’t found clear answers to your retirement questions. In this episode, Brett Fellows talks through the three hidden issues that were quietly setting up a CRNA named Janie for $80,000 to $150,000 in taxes she did not have to pay, and the three-act retirement paycheck framework that changed her outcome. Brett c...
83 total episodes available
Recent guests on MoneyRx for CRNAs
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Brett Fellows
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Brett
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Sarah Wild
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Dr Rick Tennesen
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Frequently asked questions
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- What is MoneyRx for CRNAs?
<p>Go behind the scenes with host Brett Fellows, CFP®, as he explores the unique financial opportunities and challenges facing Certified Registered Nurse Anesthetists and Nurse Practitioners on the path to financial independence. Each episode delivers expert insights and actionable advice to help you lower taxes, invest smarter, and retire on your terms. <br><br>Brett's firm, Oak Capital Advisors, specializes in high-earning CRNAs and nurse practitioners and is currently accepting new clients. From retirement income strategy and tax planning to Social Security timing, Medicare, and estate planning, they offer comprehensive financial planning that goes far beyond investment management. If you're ready to work with someone who truly gets your world, the link to schedule a discovery meeting is in the show notes.</p> - How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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