CRNA Personal Finance

Ep 245: Your Bank Account Might Be Ready for Retirement, But Are You?

One of the things you find out about CRNAs as they approach retirement is that their bank account might be ready for retirement but they might not be. Many people don’t consider the consequences of walking away from that daily routine of being at the hospital and interacting with colleagues, and not being prepared for that can leave you with a lack of fulfillment in retirement. Today we’ll discuss the importance of not only planning financially for retirement, but also preparing emotionally and mentally for this significant life change.

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Ep 241: Top Retirement Planning Mistakes CRNAs Need to Avoid

Are you a CRNA who feels lost in the complicated world of retirement planning? With many different account types and investment options, it’s easy to make mistakes when it comes to your finances. In this episode, Jeremy Stanley, CFP® will cover some of the mistakes CRNAs make with their retirement plan and help you better understand how to utilize different account types to save for the future.

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Ep 229: $80 Billion Going to the IRS: What Does it Mean for CRNAs?

This will impact every taxpayer but what does it mean specifically for CRNAs and other nurses? Your work earns a nice paycheck every year so tax changes will have an impact on you. Plus, there’s a lot to pay attention to if you’re a business owner or a 1099 worker, which is a group that many CRNAs will fall into.

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Ep 185: 9 Tax Saving Strategies for CRNAs with an S Corporation

With more and more CRNAs shifting to 1099, it’s time to start thinking about how to best position yourself from a tax standpoint as your finances change. Today, Jeremy Stanley, CFP® will share nine tax strategies that most S corporations can utilize each year to maximize their earnings and minimize what they owe.

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Ep 173: When Guessing Goes Wrong for CRNAs in Retirement

When planning for retirement, many CRNAs end up guessing at some of the most important questions. You’d never enter an operating room unprepared so why risk everyone you’ve worked so hard for throughout your career by not having a plan in place? Today we’ll get answers to these key financial questions so you don’t have to play the guessing game.

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Ep 163: How to Negotiate & Review CRNA Contracts

Talking about money isn’t an easy thing for most people to do. That’s why conversations around CRNA contracts can get uncomfortable and eventually lead to deals that don’t provide the value or benefits that you want and deserve. That’s why we’ve invited Jon Appino, founder of Contract Diagnostics, to talk about the negotiation process and how to approach your next contract review.

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Ep 161: 22 Life & Money Resolutions for 2022

As we prepare to turn the page to the new year, it’s time to start thinking about our goals and laying out the resolutions we want to achieve in 2022. Sharon and Jeremy will take you through 22 life and money resolutions that will help you grow was a CRNA and put you on a path to financial freedom.

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Ep 141: 5 Things CRNAs Must Know About Decumulation to Retire Successfully

When it comes to saving and investing during your working career, CRNAs can find plenty of help and resources to get them to retirement. Unfortunately, there’s not nearly as much support to help you manage that nest egg and spend down your assets. This period, known as decumulation, is just as important as anything you do with your finances so let’s make sure you know what it takes to retire successfully.

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Ep 134: The State of the US Housing Market: Crash or Opportunity?

Home values continue to rise all across the country and it has many people thinking back to the crash of 2008. Are there parallels or is this time different? Josh Mettle of NEO Home Loans joins the show to share his data and insight into the real estate market. Plus, he’ll tell us how he…

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Ep 128: How CRNAs Can Protect Their Greatest Asset: Yourself

It’s easy to assume that your employer insurance coverage will protect you during a catastrophic event, but that’s not necessarily the case. To truly cover your greatest asset as a CRNA, which is yourself and your ability to earn a living, a personal disability insurance policy can be a life saver. Today we talk with insurance specialists Robert and Kyle Smith, who specialize in working with CRNAs, to learn about the why this coverage is so critical.

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Ep 125: What Retirement Lifestyle Will You Choose?

Once you decide to step away from your CRNA career, have you thought about how you want to spend retirement? As you get closer to that next chapter, it’s important to think through your lifestyle to help determine what kind of expenses you might incur and how much money you’ll need to cover it. Today we’ll tell you about the most common lifestyles that CRNAs choose and some of the financial considerations that come along with each option.

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Ep 113: Life in a 50-50 World – What Financial Impact Will It Have on CRNAs?

After watching another historic Inauguration Day, we can’t help but notice that the country has mixed feelings about where we’re headed. You can say we’re living in a 50-50 world. So as we welcome in a new administration, what can CRNAs expect from the economy moving forward and what does it mean for your finances?

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Ep 109: Goodbye 2020 – How to Financially Prepare for 2021 and Beyond

We’ve finally reached the end of 2020 and everyone is looking forward to turning the page to a new year. These past ten months have been a financial burden on so many CRNAs and their family and friends, but now is an opportunity to assess your future and make the changes you need. Financial planning can feel overwhelming so we put to-gether a checklist to guide you through the most important areas of your money.

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Ep 97: How COVID-19 Has Affected the Economy and CRNA Retirements

Jeremy and Sharon had a chance to speak at the 2020 NCANA/SCANA Virtual Meetings about the impact COVID-19 on CRNAs and their financial security. They’ll provide some eye-opening stats about the economy overall from the past six months and share the direct effect it’s had on CRNAs. But don’t fret, there will also be guidance on what you can be doing to get your financial future in order. Hear that full presentation on this episode.

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Ep 81: How CRNAs Get Lost in the Financial World

CRNAs already have plenty to worry about each day and it’s convenient to put finances to the side. As we’ve seen in 2020, the unexpected can happen at any time so we need to make sure you have a plan for your money. Today we’ll talk about the way CRNAs typically get off-track with their finances but we’ll also give you steps to getting everything in order.

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Ep 68: CARES Act – What CRNAs Need to Know About Coronavirus Aid

As we continue to devote our attention to the ongoing COVID-19 pandemic, let’s move our focus to the aid options for CRNAs. On this episode, we’ll break down the Coronavirus Aid Relief and Economic Security (CARES) Act and explain the ways in which you might be able to get some financial relief during these difficult times.

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Bonus Episode: COVID-19 Has Impacted My Income – What Are My Options?

No one could have predicted the outbreak we’ve seen from COVID-19, and it’s served as a wake up call for many people. We’ve all been impacted financially or emotionally or both, and now we’re getting a lot of questions about how we can manage finances when income is up in the air. On this bonus episode, we’ll look at the options you have during this uncertain time.

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Ep 44: Medicare Decisions For The Retiring (or Retired) CRNA

Retirement means many different things but one of the most important is transitioning to a new healthcare plan. For many people, Medicare becomes the best option but it can be difficult to sort through and understand. Who is eligible? What are my options? How much are premiums? We brought on Medicare guru Joanne Giardini-Russell to clear up a lot of questions for us.

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Ep #31: Understanding Taxes For CRNAs Under The New Tax Law

The Tax Cuts and Jobs Act, which went into effect at the beginning of this year, created a lot of changes that will heavily affect the taxes that CRNAs pay over the next several years. Jeremy will walk you step-by-step through some new options that you should consider taking advantage of, as well as some hazards that could trip you up if you’re not in the know.

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