Broker Check

PODCAST: The Incomplete CRNA Financial Plan

Most of the financial conversations we’ve had on the podcast recently have been geared toward retirees, but today we want to focus on the financial planning process. Whether you’re a new graduate or a CRNA with 20+ years of experience, we want to share some planning elements that everyone needs to make sure aren’t left incomplete.

In the world of financial planning, it can often feel like you're navigating stormy seas with no compass in sight. But with the right guidance, CRNAs can steer their financial ship with confidence. Let’s dive into some of these areas where people often overlook or don’t give it the full attention it deserves.

Here are some of the things you’ll learn on this show:

  • Why you might have too much cash in the bank.  4:01
  • Why you should keep 3-6 months of expenses in an emergency fund.  7:48
  • The reasons you need disability insurance and life insurance. 10:56
  • Budgeting and tracking your cash flow. 19:33
  • The technique we use to help people pay off debt. 22:55
  • Why you need to be planning for higher taxes in the future. 30:40
  • How to prepare for medical costs that are increasing faster than inflation. 32:46

Investment advice offered through Private Advisor Group, a registered investment advisor.