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.
Get comprehensive planning for CRNAs: https://www.crnafinancialplanning.com/
Visit us online: https://beyondthemaskpodcast.com/
The 1099 CRNA Institute: https://aana.com/1099
Get the CE Certificate here (and directly submit to the NBCRNA): https://beyondthemaskpodcast.com/wp-content/uploads/2020/04/Beyond-the-Mask-CE-Cert-FILLABLE.pdf
Help us grow by leaving a review: https://podcasts.apple.com/us/podcast/beyond-the-mask-innovation-opportunities-for-crnas/id1440309246
Now you can watch the show on YouTube! Check it out here: https://www.youtube.com/channel/UCknrmkRxiwtYk7LUjSV6wmw?sub_confirmation=1
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