MoneyRx for CRNAs

About MoneyRx for CRNAs

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. 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.

Publisher

Brett Fellows, CFP®

Category

business · business · education

Language

en

Explicit

No

First episode

28 Feb 2024

Latest episode

20 Oct 2026

Latest episodes

111 episodes in the feed.

1. 

   20 Oct 2026

   Can I retire at 55 with $2M as a CRNA?

   A 2026 survey found that Americans now believe they need $1.46 million to retire comfortably. A CRNA or nurse practitioner who has built well past that number can still feel behind, and Brett Fellows, CFP®, traces that feeling to a number that was never built for a career like theirs. On this episode of MoneyRx for CRNAs and NPs, Brett works out a retirement number from a household’s own spending and Social Security income, then looks at cash reserves, malpractice tail coverage, and the 15 to...

2. 

   13 Oct 2026

   The Surprise Tax Bill Hidden in Your Roth 401(k) Match

   SECURE Act 2.0 gave employers the option to put their match into the Roth side of your 401(k), and the tax rules that come with it catch plenty of savers off guard. Brett Fellows, CFP®, explains why a Roth employer match can show up on a 1099-R and raise your tax bill in a year you never touched the money. He also walks through what to check in your plan before tax season. Brett Covers: Why the IRS counts a Roth employer match as income in the year it’s depositedThe 1099-R that arrives even t...

3. 

   6 Oct 2026

   The Three-Account Swap Costing W-2 APRNs Six Figures

   A hospital-employed CRNA or nurse practitioner with a 403(b), an HSA, and a taxable brokerage account can fund all three on schedule for years and still lose ground to taxes because of what sits inside each one. In this episode, Brett Fellows, CFP®, walks through a setup he sees often with W-2 APRNs in their 40s and 50s. He shows how a coordinated swap across the three accounts can add up to six figures over 20 years without raising contributions or adding risk. Brett Covers: The four leaks r...

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

18,601

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

4 ratings

Podcast Authority Score: 48 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

53

Social presence

0

YouTube

72

Engagement

32

Contact MoneyRx for CRNAs

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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