Tim Ulbrich talks through 5 financial moves you should consider making in 2022 to accelerate your financial plan.

Key Points From This Episode

How to take advantage of this time to reset, refocus, or create your financial plan.  Finding the balance between your qualitative and quantitative goals.  Tim offers to be your accountability partner. How to take your tax strategy to the next level. Updating your important financial documents: what is a legacy folder and why you should get one. Revisiting your student loan game, plus some great resources to help. Set your personal learning plan with our top book and podcast recommendations.  A reminder of the YFP services and community available to support your financial journey

Links Mentioned in Today’s Episode

YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning Seven Figure Pharmacist by Tim Church, PharmD and Tim Ulbrich, PharmD YFP Real Estate Investing Podcast Email Tim Ulbrich with Your 2022 Goals and Why:  [email protected] YFP 233: Tax Moves to Consider Before 2022 Join the YFP Tax Waitlist Financial Peace University YFP 222: Why Estate Planning is Such an Important Part of the Financial Plan Create a Comprehensive Estate Plan with Thoughtful Wills YFP 236: Gen X Pharmacists: Financial Challenges and Money Strategies Learn More About Our 1:1 Student Loan Analysis with a CFP® - Use coupon code YFP for 10% off BiggerPockets Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki The Millionaire Next Door: The Surprising Secrets of America’s Wealthy by Thomas J. Stanley, Ph.D. and William D. Danko, Ph.D. The Compound Effect: Jumpstart Your Income, Your Life, Your Success by Darren Hardy The Truth About Money by Ric Edelman Tax-Free Wealth: How to Build Massive Wealth by Permanently Lowering Your Taxes by Tom Wheelwright The Automatic Millionaire, Expanded and Updated: A Powerful One-Step Plan to Live and Finish Rich by David Bach The Behavioral Investor by Daniel Crosby Happy Money: The Science of Happier Spending by Elizabeth Dunn and Dr. Michael Norton Join the Your Financial Pharmacist Facebook Group Your Financial Pharmacist Disclaimer and Disclosures