YFP 310: Dusting Off Your Estate Plan

Your Financial Pharmacist

English - June 01, 2023 09:00 - 33 minutes - 30.4 MB - ★★★★★ - 160 ratings
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Previous Episode: YFP 309: Top 10 Tax Blunders Pharmacists Make

Next Episode: YFP Real Estate Investing 104: Mid-Year REI Check-In with David & Nate

Episode Summary

On this week’s episode of the YFP Podcast, we tackle getting your estate plan buttoned up. We’re joined by Tim Baker, CFP®, RICP®, RLP®, Co-Founder of Your Financial Pharmacist, to talk about estate plan preparations. We go through why it’s important to plan your estate, what an estate plan includes, and what happens if you do not have one in place. Tim then shares his thoughts and insights on three action areas; documentation, beneficiaries, and legacy folders.

Links Mentioned in Today's Episode

American Pharmacists Association Caring.com’s 2023 Wills Survey Episode 222: Why Estate Planning is Such an Important Part of the Financial Plan I’ve Still Got Me: A Widow's Journey to Love, Happiness & Financial Independence YFP Planning: Fee-Only Financial Planning for Pharmacists YFP Disclaimer Tim Baker on LinkedIn Tim Ulbrich on LinkedIn Subscribe to the YFP Newsletter