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 accounts 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 best utilize different account types to save for the future.

 

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

• The different types of retirement accounts CRNAs commonly have. 3:50
• What you should do with those retirement accounts with former employers? 7:52
• Are you rebalancing your portfolio enough? 10:12
• Why Target Date Funds aren’t as effective as you might believe. 11:26
• Do you know what fees and costs you’re paying? 15:35
• Investing options for CRNAs who are 1099 and independent contractors 18:12
• Final retirement planning thoughts from Jeremy. 29:28

 

Get retirement planning assistance: http://crnafinancialplanning.com

Visit us online: http://beyondthemaskpodcast.com 

Get the CE certificate here: https://beyondthemaskpodcast.com/wp-content/uploads/2020/04/Beyond-the-Mask-CE-Cert-FILLABLE.pdf