In this episode, host Brett Fellows provides key insights and strategies for CRNAs seeking to manage their money effectively in retirement, outlining five crucial steps: combining income from different sources, optimizing fund withdrawals to minimize taxes, discovering investment strategies for wealth growth, tackling healthcare and long-term care expenses, and preserving wealth through estate planning and tax savings.
[02:07] Five key strategies for managing your money in retirement.
[03:49] Diversifying your retirement income streams.
[06:56] Optimizing your withdrawal strategy.
[10:51] Investing wisely in retirement.
[14:11] Planning for healthcare costs, including long-term care.
[18:42] Protecting your legacy.
For more information and resources related to this episode, please visit the show notes.
