Retirement for CRNAs is much more than just reaching a savings goal. It's about deciding what kind of life you want to live, and that often means asking difficult questions about your home, your possessions, your finances, and even your identity. While popular retirement advice often focuses on what to sell before you retire, the better question is whether those things still support the life you're trying to build. In this episode of Beyond the Mask, Sharon turns the microphone around and interviews Jeremy, a Certified Financial Planner®, about a viral retirement video that has generated millions of views. Together, they explore whether the financial advice in this video makes sense in real life. Through stories from CRNAs they've worked with over the years, we'll provide some practical guidance for creating a retirement that's intentional, fulfilling, and uniquely your own. Here’s some of what you’ll hear in this episode: 🏡 The Right Home – Should you downsize before retirement? 👨‍👩‍👧 Helping Adult Children – Knowing when generosity becomes a financial burden 🚐 Expensive Toys – When boats, RVs, and vacation homes stop bringing joy 🚗 Lifestyle Choices – Do retirees really need two cars? 🎯 Retiring To Something – Why purpose matters as much as your portfolio Watch the video we referenced: https://www.youtube.com/watch?v=IltvyKpy8Z4 Join Sharon at the Nurse Anesthesia Update in the Bahamas: https://www.nurseanesthetist.com/events/nurse+anesthesia+update+2026/ Visit us online: https://beyondthemaskpodcast.com/ The 1099 CRNA Institute: https://aana.com/1099 Want to get CE Credit for listening? Go here: https://beyondthemaskpodcast.com/special-announcement-ce-credt/ Now you can watch the show on YouTube! Check it out here: https://www.youtube.com/channel/UCknrmkRxiwtYk7LUjSV6wmw?sub_confirmation=1

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related