PODCAST: 12 Financial Gifts That Should Be On Every CRNA’s Christmas List

As the year comes to a close, many CRNAs find themselves focused on family, travel, and well-deserved rest. But year-end is also one of the most important times to pause and take stock of your financial picture. Small, intentional decisions made before December 31 can have an outsized impact on your long-term success. 

In a special holiday episode of Beyond the Mask, Jeremy and Sharon walk through a ‘CRNA Christmas list’ with 12 financial moves designed to help you finish the year strong and start the next one with confidence.

Here’s some of what you’ll hear in this episode:

💰 Roth, Retirement & Tax Strategy Decisions - Why tax diversification matters and how Roth strategies fit long-term plans.

📒 1099 & Bookkeeping Cleanup - What independent CRNAs should finalize before December 31st.

🛡️ Protecting Your Family & Income - Beneficiaries, disability insurance, estate planning, and risk management.

🎯 Setting Intentional Goals for the Year Ahead - Turning income into progress with clear financial goals and direction.

The opinions voiced in this material are for general information only and are not intended to provide specific financial or tax advice or recommendations for any individual. Please consult with a financial advisor or tax professional for more information based on your specific circumstances.

Investment Advice offered through Private Advisor Group LLC, a Registered Investment Advisor.