Episode Details

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.

Read more and get additional resources here: https://beyondthemaskpodcast.com/ep-141-5-things-crnas-must-know-about-decumulation-to-retire-successfully/2972/ 

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

What we discuss on this episode: 

4:00 – The retirement topic we’re covering today

6:24 – Preparing for longevity

9:17 – Finding the right type of support for retirement

12:23 – Fear of spending money is a real thing

15:42 – Risks in retirement

18:43 – Taxes play such an important role.

22:08 – Jeremy shares a client story

24:07 – Replacing your paycheck  

27:20 – What age should you start planning?

30:07 – Final thoughts from Jeremy

31:43 – Lightning Round