Your Financial Pharmacist
644 episodes - English - Latest episode: 26 days ago - ★★★★★ - 160 ratingsThe Your Financial Pharmacist Podcast is designed to empower pharmacy professionals to take control of their personal finances.
Disclaimer: The information on this website is provided to you for your informational purposes only and is not intended to provide, and should not be relied on for, investment or any other advice. For more information, visit https://yourfinancialpharmacist.com/disclaimer
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Episodes
YFP Real Estate Investing 109: How Two Pharmacists Pay No Income Tax through Real Estate
September 16, 2023 09:00 - 44 minutes - 40.7 MBPharmacist real-estate investors Julia & Brad Myers talk about what inspired their journey in real estate including the unique aspect of tax deductions and savings in the short-term rental market. About Today's Guest Julia Myers is a semi-retired pharmacy leader and public speaker on the topics of financial literacy and generational wealth. Julia received her Doctor of Pharmacy degree from the University of Wyoming School of Pharmacy and her Masters in Business Administration from the Un...
YFP 325: Retirement Roadblocks: Identifying and Managing 10 Common Risks (Part 2)
September 14, 2023 09:00 - 46 minutes - 42.9 MBYFP Co-Founder and CEO, Tim Ulbrich, PharmD and YFP Co-Founder and Director of Planning, Tim Baker, CFP®, RLP®, RICP®, wrap up a two-part series on 10 common retirement risks you should plan for. Mentioned on the Show: Free Download: Retirement Roadblocks: Identifying and Managing 10 Common Risks Guide YFP Planning: Fee-Only Financial Planning for Pharmacists YFP Disclaimer Tim Baker on LinkedIn Tim Ulbrich on LinkedIn
YFP 324: Retirement Roadblocks: Identifying and Managing 10 Common Risks (Part 1)
September 07, 2023 09:00 - 51 minutes - 47 MBYFP Co-Founder and CEO, Tim Ulbrich, PharmD and YFP Co-Founder and Director of Planning, Tim Baker, CFP®, RLP®, RICP®, kick off a two-part series on 10 common retirement risks you should plan for. Mentioned on the Show: Free Download: Retirement Roadblocks: Identifying and Managing 10 Common Risks Guide First Horizon Home Loan Social Security Administration Episode 291: Redefining Retirement with Professor Emeritus David Zgarrick, PhD Episode 294: 10 Common Social Security Mist...
Ask a YFP CFP #153: How long does it take for the loan balance to show as $0 with PSLF?
September 04, 2023 09:00 - 8 minutes - 9.57 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes a question from an individual in the YFP Facebook Group. Submit Your Question: Have a question you would like us to feature on an upcoming episode? Send us an email at [email protected] or record your question at www.yourfinancialpharmacist.com/askyfp Your Financial Pharmacist Disclaimer and Disclosures: This podcast is intended for education...
YFP 323: 5 Tips for Selling Your Home
August 31, 2023 09:00 - 35 minutes - 32.5 MBSummary Most of our real-estate episodes to date have covered the topic of buying a home, but today we’re putting ourselves in the shoes of the seller. If you think this episode isn’t for you because you’re only interested in buying a home, think again! Being able to see things from a seller’s perspective will add huge value to your home-buying journey. Today’s guest is Nate Hedrick, a pharmacist, and the founder of Real Estate RPH. It’s a seller's market at the moment and he is here to sh...
YFP Real Estate Investing 108: Quick Decisions: Confidence, Not Recklessness
August 26, 2023 09:00 - 35 minutes - 32.1 MBSummary Many pharmacists are detail-oriented, methodical, and risk-averse, so moving quickly isn’t generally one of our strong suits. However, being able to think fast and act fast (though not recklessly) are essential in today’s real estate market. So, in this episode, we share three strategies that will help you build confidence in your decision-making so that when a good deal comes around, you are ready to take the plunge! Tune in today to hear about the importance of being very clear o...
YFP 322: Checklist for First-Time Homebuyers
August 24, 2023 09:00 - 40 minutes - 37.5 MBSummary If you’re a first-time home buyer, this episode is for you! This week’s episode, sponsored by FirstHorizon, features Tony Umholtz, a mortgage loan officer at First Horizon Bank with over 20 years of experience in the industry, and he is here to share important factors that you should be taking into consideration before purchasing your first property. By the end of the episode, you will understand how banks decide whether or not to approve a mortgage application, the pros and cons o...
YFP 321: Navigating Financial Conversations with Aging Parents
August 17, 2023 09:00 - 32 minutes - 30.2 MBSummary Money talk isn’t always easy to initiate, but in some cases it’s essential. Today, we are joined by award-winning journalist and author of Mom and Dad, We Need to Talk, Cameron Huddleston, to discuss the often-overlooked topic of navigating financial conversations and decisions with aging parents. Cameron shares key insights into why these discussions are crucial, how to approach them with love and respect, and practical strategies to initiate meaningful dialogues. We discover the ...
YFP 320: How One Pharmacist Paid Off $345,000 in 5 Years
August 10, 2023 09:00 - 28 minutes - 26.2 MBSummary Stacie Moltzan Loescher, PharmD paid off $345 000 of student loan debt in just five years and she joins us today to share her incredible journey to becoming debt-free! Tuning in, you’ll hear about the hard work and clear vision that led Stacie to the financial freedom she enjoys today. We unpack her process to aggressively repaying her loans, from working throughout pharmacy school and undergrad to paying off a car alongside her student debt. Stacie touches on how her childhood exp...
Ask a YFP CFP #152: What do you think about the EDRP with PSLF?
August 07, 2023 09:00 - 13 minutes - 15.4 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes a question from an individual in the YFP Facebook Group. Submit Your Question: Have a question you would like us to feature on an upcoming episode? Send us an email at [email protected] or record your question at www.yourfinancialpharmacist.com/askyfp Your Financial Pharmacist Disclaimer and Disclosures: This podcast is intended for education...
YFP Real Estate Investing 107: Real Estate Investing with a Medical Professional Twist
August 05, 2023 14:16 - 44 minutes - 41 MBSummary Colin Carr got into real estate investing at the age of 18 and his approach of honing in on a very specific niche has served him well. His company, CARR, currently operates in over 45 states, and has helped more than 4,200 healthcare providers or practices across the country to close commercial real estate deals. Although commercial real estate is more complicated than residential real estate, as Colin explains, if you’re willing to take the plunge and learn the ropes, it will be w...
YFP 319: Pharmacy Innovators with Dr. Jena Quinn (Perfecting Peds)
August 03, 2023 09:00 - 44 minutes - 60.9 MBSummary Today’s edition of our Pharmacy Innovators series is filled with vital information for pharmacy entrepreneurs on how to expertly navigate the risks involved with leaving the W2 world behind. In today’s episode, host Dr. Corrie Sanders sits down with the Founder of Perfecting Peds, Dr. Jena Quinn, PharmD, BCPPS, to discuss Jena’s transition from working 9-5 to running her own consulting business that is focused on medication management in complex pediatric patients. Our guest explai...
YFP 318: Midyear Tax Planning and Projections
July 27, 2023 09:00 - 36 minutes - 33.6 MBYFP Director of Tax, Sean Richards, CPA, EA digs into what midyear tax projections are, why they matter, and specific examples where a midyear projection can help someone optimize their financial situation. We discuss the importance of adjusting withholdings, ensuring record keeping is up to date, common pitfalls business owners and side hustlers can avoid with a projection and tax considerations with student loan payments coming back online. Links Mentioned in Today's Episode Subscribe ...
YFP 317: YFP Planning Case Study #7: Balancing Student Loans, a Wedding, Home Buying, & Saving for Retirement
July 20, 2023 09:00 - 34 minutes - 48 MBEpisode Summary Welcome to our seventh installment of the case study series with Tim Baker, CFP®, RLP®, Kelly Reddy-Heffner, CFP®, CSLP®, CDFA®, and Angel Melgoza, MS CFP®. During this episode, we are sharing a fictitious case study with you about an engaged couple in their 20s. We delve into their finances, expenses, and their goals before discussing their assets, savings, investments, liabilities, and debt. Angel and Kelly discuss why they would tackle student loans before anything else ...
YFP Real Estate Investing 106: Planning a 203k Renovation: Budgets, Boilers, and Basements
July 15, 2023 09:00 - 34 minutes - 31.8 MBSummary Are you looking to make a shift in your investing, but you’ve come upon some questions that you’re looking for advice on? On this episode, we welcome back Mariah Pierce, PharmD, who reached out to us with a few questions as she prepares to make a shift in her investing. We talk about her new prospective investment options, and we dive into a quick explanation of the FHA 203K loan. We then discuss and share thoughts on her three major questions in preparation for her investment shif...
YFP 316: Real Tips From Recent First-Time Home Buyers
July 13, 2023 13:19 - 36 minutes - 33.8 MBSummary Buying a home can be a daunting, exciting, and overwhelming experience. On this weeks podcast, sponsored by Real Estate RPh, we are joined by Neal and Kaitie Fox to discuss how they went about buying their first home. Neal is a pharmacist and Kaitie is a stay-at-home mom, and in this episode, they tell us what made them decide to buy a house when they did, what they would say to someone wanting to purchase their first home, and how interest rates and other aspects played a role in ...
YFP 315: An Interview with Rachel Cruze (YFP Classic)
July 06, 2023 09:00 - 28 minutes - 32.8 MBAbout Today’s Guest Rachel Cruze is a two-time #1 national best-selling author, financial expert, and host of The Rachel Cruze Show. Since 2010, Rachel has served at Ramsey Solutions, where she teaches people to avoid debt, save money, budget, and how to win with money at any stage in life. She’s authored three best-selling books, including her latest, Know Yourself, Know Your Money: Discover WHY You Handle Money the Way You Do and WHAT to Do About It. Follow Rachel on Twitter, Instagram, ...
Ask a YFP CFP #151: How should I be thinking about 529 accounts in the midst of a divorce?
July 03, 2023 09:00 - 13 minutes - 15.6 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes a question from Sarah in the YFP Facebook Group who asks about considerations with kids 529 accounts in the midst of a divorce. Mentioned on the Show: YFP Episode 211: The Ins and Outs of the 529 College Savings Plan 7 Things to Consider Before Starting a 529 Plan YFP Planning: Financial Planning for Pharmacists Record your questions here or send them ...
YFP 314: RMDs: What They Are & Why They Matter
June 29, 2023 09:00 - 35 minutes - 32.2 MBEpisode Summary No matter where you are in your career journey, it’s never too early to start optimizing your retirement plan. One important factor to consider when building your retirement paycheck is Required Minimum Distributions (RMDs). RMDs refer to the minimum amount that you must withdraw from certain retirement accounts each year after reaching a certain age. On this week’s episode, YFP’s Co-founder and Director of Financial Planning, Tim Baker, CFP®, RICP®, RLP® unpacks the many...
YFP Real Estate Investing 105: From Single Family to Syndications in 2 years with Khoa Nguyen, PharmD
June 24, 2023 09:00 - 37 minutes - 51.1 MBSummary Venturing into real estate is often a carefully formulated plan backed by a healthy savings account. But as today’s guest has proven through his real estate journey, sometimes it’s best to jump straight in with both feet! Khoa Nguyen is a pharmacist and real estate investor from Vietnam who has now settled in Oklahoma City as the Founder, CEO, and Managing Partner of KNN Capital Partners. After catching the real estate bug in college, Khoa describes his first deal and what he learn...
YFP 313: 4 Reasons Your Financial Planner Should Manage Your Investments
June 22, 2023 09:00 - 40 minutes - 36.7 MBEpisode Summary Financial planners often get a bad reputation because people either don’t trust them or they feel like planners are a waste of time — they could be doing the job themselves. So on today’s episode, sponsored by First Horizon, YFP’s Co-founder & Director of Financial Planning, Tim Baker is here to discuss the four reasons why having a financial planner is crucial for managing your investments. From our conversation, you’ll gain a better understanding of the type of accounts t...
YFP 312: Secrets About Financial Planners (and How to Feel Confident in Who You Partner With)
June 15, 2023 09:00 - 42 minutes - 57.9 MBEpisode Summary Navigating the world of financial advice can be a tricky thing. You’re often confronted with baffling jargon, an overwhelming amount of choice, and a lack of transparency, which will typically leave you feeling more confused than when you started. Here to help us unpack these topics today is YFP team member, Justin Woods, PharmD, MBA who has had over 350 financial conversations with pharmacists! We talk with Justin about why pharmacists tend to be skeptical when it comes to...
YFP 311: Raising Money-Savvy Kids
June 08, 2023 09:00 - 50 minutes - 46.1 MBSummary Less than half of parents feel confident in what they are teaching their children about money. Even fewer regularly discuss money with their kids. Julia Myers is a practicing pharmacist and pharmacy leader at the University of Missouri Healthcare. During this episode, sponsored by First Horizon, we discuss how the type of money household you grew up in influences your financial management today. We explore strategies to teach your children about money across the full spectrum of ag...
Ask a YFP CFP #150: What's the catch with these new savings accounts that have 4%+ APY?
June 05, 2023 09:00 - 7 minutes - 8.67 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes this question from Keith in Ohio: What's the catch with these new savings accounts that have 4%+ APY? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Record your questions here or send them via email to [email protected] Your Financial Pharmacist Disclaimer and Disclosures: This podcast is intended for educational pur...
YFP Real Estate Investing 104: Mid-Year REI Check-In with David & Nate
June 03, 2023 09:00 - 37 minutes - 34.5 MBSummary On this episode of YFP Real Estate Investing Podcast, co-hosts David Bright and Nate Hedrick provide a mid-year check on the REI market, including how they are evaluating opportunities and what they are seeing in their own real estate portfolio. They discuss how the 1% rule applies in today’s market, considerations for converting your primary residence into a rental, and how future mortgage qualifications are affected by past and present properties you own and have owned. Links M...
YFP 310: Dusting Off Your Estate Plan
June 01, 2023 09:00 - 33 minutes - 30.4 MBEpisode 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 Men...
YFP 309: Top 10 Tax Blunders Pharmacists Make
May 25, 2023 09:00 - 46 minutes - 42.4 MBEpisode Summary The tax filing deadline is behind us so time to sit back and relax, right?! As YFP Director of Tax, Sean Richards, CPA, EA, tells us today, it’s important we are keeping tax front of mind year-round to avoid common blunders that show up during tax filing season. During this episode, Sean outlines ten of the most common mistakes he saw pharmacists make throughout the tax season including his thoughts on how year-round planning can help mitigate these mistakes. About Today'...
YFP 308: YFP Planning Case Study #6: Balancing Retirement Savings With a Major Purchase & Education Planning
May 18, 2023 09:00 - 32 minutes - 37.2 MBEpisode 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 a...
YFP Real Estate Investing 103: Jumping In & Partnering Up
May 13, 2023 09:00 - 40 minutes - 37.2 MBSummary Danny Mach, PharmD joins the YFP Real Estate Investing Podcast to talk about his journey from purchasing his first single-family home in 2019 to growing his portfolio to include four single-family homes and being a partner in an 11-duplex deal. During this episode, you’ll hear about Danny’s career track in pharmacy, how and why he got started in real estate investing, and the lessons he has learned along the way. Finally, Danny explains the importance of prioritizing your pharmacis...
YFP 307: Pharmacy Innovators with Dr. Izabella Wentz (The Thyroid Pharmacist)
May 11, 2023 09:00 - 48 minutes - 44.6 MBSummary On this episode of The Pharmacy Innovators segment of the YFP podcast, sponsored by First Horizon, Dr. Izabella Wentz (The Thyroid Pharmacist) joins Dr. Corrie Sanders. Izabella is a pharmacist turned business owner and best-selling author. After being diagnosed with Hashimoto's disease, Izabella took steps to turn her own questions into an answer for others, founding two companies, and writing three books! About Today's Guest Izabella Wentz, PharmD, FASCP, is an internationall...
YFP 306: Investing in Yourself
May 04, 2023 09:00 - 34 minutes - 31.7 MBEpisode Summary Investing your money is one thing, but people often overlook the fact that they should also be investing in themselves. An article in the Wall Street Journal in late 2022 suggested that “The Best Investment to Make in 2023 Is in Yourself” and that people should treat their own career development like they do their investment portfolios. To discuss this, we are joined by Erin Albert, PharmD, JD, MBA. Erin is the vice president of pharmacy relations and the chief privacy offi...
Ask a YFP CFP #149: How can I best prepare for an unexpected major health challenge?
May 01, 2023 09:00 - 10 minutes - 12.5 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes this question from Daphne in Madison, Wisconsin: How can I best prepare for an unexpected major health challenge? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Record your questions here or send them via email to [email protected] Your Financial Pharmacist Disclaimer and Disclosures: This podcast is intended for ed...
YFP 305: Understanding Annuities: A Primer for Pharmacists
April 27, 2023 09:00 - 46 minutes - 42.7 MBIn over 300 episodes of Your Financial Pharmacist, we haven’t covered much about annuities and today, Tim Baker, CFP®, RICP®, RLP® joins Tim Ulbrich, PharmD to do just that. On this episode, sponsored by First Horizon, you’ll hear all about what annuities are, the main types and how they differ, common misunderstandings, fees associated with annuities, and how they can assist with building a retirement paycheck through the flooring strategy. Links Mentioned in Today's Episode First Horizo...
YFP Real Estate Investing 102: Navigating Today's Market With Economist Alex Cartwright, PhD
April 22, 2023 09:00 - 51 minutes - 71.2 MBAlex Cartwright, PhD, an associate professor of economics and managing partner at Vilicus Capital, discusses strategies for navigating today's real estate market, why he is making a move toward syndication, and why clenching onto tools won’t necessarily help you get to where you want to go. Links Mentioned in Today's Episode: Alex Cartwright on LinkedIn Alex Cartwright on Twitter Vilicus Capital Open Door Capital Bigger Pockets Podcast Brandon Turner Apartment Investing Podca...
YFP 304: How This Pharmacy Entrepreneur Helps Pharmacists Transition Into Their Careers in Canada
April 20, 2023 09:00 - 42 minutes - 38.6 MBHavalee Johnson, pharmacist and Founder of Immigrant PharmAssist, shares how and why she made the move from Jamaica to Canada, how her business helps immigrant pharmacists transition into their careers in Canada, and her business goals. Links Mentioned in Today’s Episode YFP Planning: Fee-Only Financial Planning for Pharmacists John Assaraf Dr. Lauren Castle on LinkedIn Tim Ferris The Big Leap by Gay Hendricks Purpose is More Than a Side Hustle by Joe Colavito The Redefini...
YFP 303: How This Pharmacist Paid Off $115k in Two Years
April 13, 2023 09:00 - 42 minutes - 48.5 MBDr. Donisha Lewis talks about her debt-free journey, why and how she got involved in real estate investing, and how she and her husband got on the same page to achieve their financial goals. Links Mentioned in Today’s Episode YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP Budget Spreadsheet Mint YNAB YFP Real Estate Investing Your Financial Pharmacist Disclaimer and Disclosures
YFP 302: Navigating the Mortgage Market: Insights from a Loan Officer
April 06, 2023 09:00 - 39 minutes - 45.5 MBTony Umholtz talks about navigating the mortgage market, important factors home buyers should understand when evaluating lending options, the anatomy of a home loan, and when to engage with a lender in the home-buying process. Links Mentioned in Today’s Episode Learn More About First Horizon’s Pharmacist Home Loan and Start the Pre-Approval Process YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning 5 Steps to Getting a Home Loan Appl...
Ask a YFP CFP® #148: What investment options do I have for my child outside of a 529 account?
April 03, 2023 09:00 - 18 minutes - 20.9 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes this question from Melanie in Orlando, FL: What investment options do I have for my child outside of a 529 account? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP 202: How to Teach Your Kids About Money and Investing Investing for Kids: How to Save, Invest and Grow Money by...
YFP Real Estate Investing 101: Lending Options and Updates with Josh Schaendorf
April 01, 2023 09:00 - 41 minutes - 47.4 MBJosh Schaendorf, an experienced loan officer, shares insight and updates on lending options available to pharmacist real estate investors. Links Mentioned in Today’s Episode Findabroker.com Ramsey Solutions Ninja Selling: Subtle Skills. Big Results. by Larry Kendall Financial Peace: Restoring Financial Hope to You and Your Family by Dave Ramsey The Total Money Makeover: A Proven Plan for Financial Fitness by Dave Ramsey EntreLeadership: 20 Years of Practical Business Wisdom...
YFP 301: On FIRE with Riley Protz, PharmD
March 30, 2023 09:00 - 45 minutes - 51.6 MBRiley Protz, PharmD, MBA, a pharmacist on the FIRE journey since completing pharmacy administration residency training, discusses his career journey, student loan philosophy, and pathway to financial independence while living a rich and fulfilling life. Links Mentioned in Today’s Episode YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP Early Payoff Calculator YFP 104: Jason Long's FIRE Journey YFP 111: How One New Practitione...
YFP 300: Celebrating 300 Episodes of the YFP Podcast!
March 23, 2023 09:00 - 1 hour - 75.1 MBOn this episode, YFP Co-Founder & CEO, Tim Ulbrich, PharmD, and YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP®, RICP®, celebrate the 300th episode of the Your Financial Pharmacist Podcast! From student loan repayment strategies and investment planning to wealth protection and entrepreneurship, this podcast has strived to provide valuable insights and practical advice to help pharmacists achieve their financial goals each week. Tim and Tim reflect on some of the most m...
YFP 299: Home Buying for Pharmacists: What to Know, How to Determine If You're Ready, Finding an Agent, and More!
March 16, 2023 09:00 - 40 minutes - 46.2 MBNate Hedrick, PharmD, The Real Estate RPh and co-host of the YFP Real Estate Investing Podcast, discusses home buying for pharmacists, how to determine if you are ready, how to find an agent, and much more. Links Mentioned in Today’s Episode Real Estate RPh YFP Real Estate Concierge Service Book Your Free Jumpstart Call Three Strategies for Buying a House with Student Loans Email Nate Hedrick: [email protected] YFP Real Estate Investing Podcast Homebuying Resources...
YFP Real Estate Investing 100: Episode 100 Celebration!
March 11, 2023 10:00 - 19 minutes - 22.5 MBIn episode 100 of the YFP Real Estate Investing Podcast, Nate Hedrick, PharmD, and David Bright, PharmD, MBA, BCACP, FAPhA, FCCP, reflect on the first 99 episodes, announce a new release schedule, and share details about the next season of the podcast featuring a continuing education style format. Links Mentioned in Today’s Episode Join the YFP Real Estate Investing Facebook Group YFP Real Estate Investing 03: Running the Rental Numbers with Blake and Zac YFP Real Estate Investing ...
YFP 298: Preparing for Retirement with Dean Emeritus Dr. Gary Levin
March 09, 2023 10:00 - 57 minutes - 66.2 MBDean Emeritus Dr. Gary Levin dives into the details of preparing for retirement. He shares how his career evolved from serving in the Navy to a career in pharmacy and then nearly 30 years in academia. He talks through how early investing and saving in his first job laid the foundation for his retirement, how he dealt with market volatility throughout his career, and why he started a charter company in retirement to supplement his income. Links Mentioned in Today’s Episode YFP Planning: F...
Ask a YFP CFP® #147: How are 529 accounts affected by changes with the Secure Act 2.0?
March 06, 2023 10:00 - 17 minutes - 20.5 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes this question from Leighton in Boise, Idaho: How are 529 accounts affected by changes with the Secure Act 2.0? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP 211: The Ins and Outs of the 529 College Savings Plan 7 Things to Consider Before Starting a 529 Plan Send in your...
YFP Real Estate Investing 99: Overcoming Fear with an Entrepreneurial Perspective
March 04, 2023 10:00 - 46 minutes - 52.9 MBChris Caldwell, founder of Sell As You Are, shares helpful insight into building the mindset of a successful business owner, overcoming fear pharmacists often associate with real estate entrepreneurship, and the transformative power of expressing gratitude as an entrepreneur. Links Mentioned in Today’s Episode Sell As You Are The Untethered Soul: The Journey Beyond Yourself by Michael A. Singer Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle C...
YFP 297: Introducing The Pharmacy Innovators with Corrie Sanders of Huna Health
March 02, 2023 10:00 - 42 minutes - 48.9 MBYFP Co-Founder & CEO, Tim Ulbrich, PharmD, introduces the new series, The Pharmacy Innovators, designed for pharmacists navigating the entrepreneurial journey, featuring founder stories and strategies to help guide current and aspiring pharmacy entrepreneurs. In this first episode, Tim interviews Corrie Sanders, PharmD, before handing over the lead to her for the remainder of the series. Links Mentioned in Today’s Episode Huna Health U.S. Small Business Administration: Small Business ...
YFP Real Estate Investing 98: Navigating 2023: Foreclosures and Assumable Loans
February 25, 2023 10:00 - 40 minutes - 45.8 MBJenny White, PharmD, and Myke White, USAF, share their recent experiences in providing solutions in pre-foreclosure situations as real estate investors and their unique approach to ethical real estate investing utilizing assumable loans. Links Mentioned in Today’s Episode YFP Real Estate Investing 05: None to One: How to Get Your FIRST Investment Property YFP Real Estate Investing 43: How Jenny and Myke are Trading Up on Their Primary Residence Auction.com Forclosure.com RE CONN...
YFP 296: 5 Key Decisions for Long-Term Care Insurance
February 23, 2023 10:00 - 43 minutes - 49.7 MBYFP Co-Founder & CEO, Tim Ulbrich, PharmD, is joined by YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP®, RICP®, to talk about long-term care insurance. During the show, they discuss what long-term care insurance does and does not cover, common misconceptions about long-term care policies, and five key considerations when purchasing a policy. Links Mentioned in Today’s Episode YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP...
YFP Real Estate Investing 97: Should You Be Your Own Realtor?
February 18, 2023 10:00 - 39 minutes - 45.1 MBNate Hedrick, PharmD, and David Bright, PharmD, MBA, BCACP, FAPhA, FCCP, address routinely asked questions about when you do and do not need a realtor as a pharmacist investing in real estate. Links Mentioned in Today’s Episode YFP Concierge Service Book Your Free Jump Start Planning Call YFP Real Estate Investing YFP Real Estate Investing 22: Off Market Purchasing MLS Zillow Redfin realtor.com Join the YFP Real Estate Investing Facebook Group Your Financial Pharmacist ...