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YFP 308: YFP Planning Case Study #6: Balancing Retirement Savings With a Major Purchase & Education Planning
Your Financial Pharmacist
English - May 18, 2023 09:00 - 32 minutes - 37.2 MB - ★★★★★ - 160 ratingsInvesting Business pharmacist retirement debt finance pharmacy Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episode Summary
If we don’t earmark our cash for specific items, we’re very likely to spend it. In this YFP Planning Case Study, Tim Baker, CFP®, RLP®, Kelly Reddy-Heffner, CFP®, CSLP®, CDFA®, and Angel Melgoza, MS CFP® use a hypothetical couple (Joe and Jane Script) to discuss balancing retirement savings with a major purchase and education planning. After being provided with an overview of the couple’s finances and their goals for the future, Kelly and Angel pick apart their investment approach and offer advice for how they could make it more sound. From the importance of saving with the intention of avoiding getting hit with a surprise tax bill, this episode will make you think more deeply about the way you approach your financial plan!
Links Mentioned in Today's Episode
RightCapital YFP Planning: Fee-Only Financial Planning for Pharmacists YFP Disclaimer Tim Baker on LinkedIn Angel Melgoza on LinkedIn Kelly Reddy-Heffner on LinkedIn Subscribe to the YFP Newsletter