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The key to sustainably building wealth is diversification. Yes, you can make a lot of money investing in one stock or putting all your eggs in one basket... But the reality is that most people are not capable of succeeding that way. In today's episode I share what diversification is, why it's important, and how our mindset around investing needs to change. Enjoy the show ..read more

We are all fearful of the stock market and what can happen in the short term. Well, what if I told you there was a way to eliminate the risk of losing money in the stock market? Yes, you heard that right... The magic ingredient to successful outcomes in the stock market is time. In this episode of The CRNA Money Show, I breakdown what the real risk is and what the real risk isnt, and I provide some action steps you can take to make wiser investment decisions. Enjoy the show ..read more

As a financial planner, I've heard it all... "My friend said to invest in this company because it is about to take off!" "Did you not hear what they said on the news?!" There are plenty of things out there that cause us to make bad investment decisions, so today I wanted to share 5 common investment mistakes I see. I hope you enjoy the show! Email: jacob.duke@appliedcapital.com ..read more

A common question I get is, "I think I earn too much money to contribute to a Roth 401k. Is that true?" Well, I wanted to talk through some of the similarities and differences between these two account types to clear up any confusion. I hope you find it helpful! Contact Information: jacob.duke@appliedcapital.com ..read more

It is a question almost everyone faces... Should you hire a financial advisor? Yes, I know this may sound self-serving, but I believe you should have a financial advisor as a CRNA. There are just too many things that can go wrong and their are too many things to know as you navigate building wealth. Being a CRNA is stressful enough, offloading the financial stress to a trusted advisor can give you much of your time and energy back. Enjoy the show ..read more

If you are a 1099 or Locum Tenens CRNA, you will have to create a retirement plan for yourself. In this episode, I talk through how the Solo 401k and SEP IRA work, as well as the differences between them. Enjoy the episode ..read more

Are you wanting to save more than the 401k annual contribution limits allow? Well, in this episode of the CRNA Money Show, I talk through how you can do this. I hope you enjoy the show ..read more

In this episode of the CRNA Money Show, I discuss what an adequate savings rate is for CRNAs. Here is the reality: You have the opportunity to become financially independent at a fairly young age as a CRNA. Having an adequate savings rate is crucial to this possibility becoming a reality. I hope you enjoy today's episode ..read more

We all understand we will owe taxes on our investments, but do you know when and how much? In this episode, we cover everything you need to know about the taxability of investment income. To be clear, this is different from IRAs and 401ks as those accounts do not have taxes on gains annually. I hope you enjoy the show ..read more