Your Financial Pharmacist
644 episodes - English - Latest episode: 30 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
Ask a YFP CFP® #72: Do I need professional liability insurance as a pharmacy resident?
June 14, 2021 09:00 - 7 minutes - 8.69 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from the YFP Facebook Group: Do I need professional liability insurance as a pharmacy resident? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Join the YFP Facebook Group YFP 155: Why You Need Liability Insurance Send in your questions here or to [email protected] Disclaimer: This podcast is intended for educat...
YFP Real Estate Investing 09: Getting Started in Multifamily Investing
June 12, 2021 09:00 - 54 minutes - 62.2 MBAnthony Giuliani discusses his rapid growth in real estate investing, focusing on acquiring large multifamily investment properties with a long-term buy and hold strategy. Mentioned on the Show Join the YFP Real Estate Investing Facebook Group Bigger Pockets Podcast YFP 130: House Hacking Your Way to Financial Freedom The House Hacking Strategy: How to Use Your Home to Achieve Financial Freedom by Craig Curelop Peter Harris’ Commercial Real Estate Investing for Beginners Course...
YFP 207: How to Avoid These 6 Common Financial Mistakes
June 10, 2021 09:00 - 42 minutes - 49 MBYFP Co-founder and Director of Financial Planning, Tim Baker, discusses common financial errors ranging from those made with investing, insurance, credit, and more. Mentioned on the Show Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance YFP Planning: Financial Planning for Pharmacists Mint YNAB YFP Budget Template Equifax Experian TransUnion Fair and Accurate Credit Transactions Act of 2003 (Fact Act) AnnualCreditReport.com YFP 162: Cred...
Ask a YFP CFP® #71: Can I enroll in an HSA outside of my employer's health insurance plan?
June 07, 2021 09:00 - 6 minutes - 7.41 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from the YFP Facebook Group: Can I enroll in an HSA outside of my employer's health insurance plan? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Join the YFP Facebook Group YFP 165: The Power of a Health Savings Account Send in your questions here or to [email protected] Disclaimer: This podcast is intended...
YFP Real Estate Investing 08: Ten Terms for Today’s Market
June 05, 2021 09:00 - 37 minutes - 42.3 MBPharmacist, real estate agent, and investor, Nate Hedrick explains ten common real estate terms in today’s market and what they mean to potential investors. Mentioned on the Show YFP Real Estate Concierge Service YFP Real Estate Investing 02: Long Term vs. Short Term Rental Property Investing - One Pharmacist’s Perspective Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki YFP Real Estate Investing Podcast ...
YFP 206: Three Strategies for Buying a House with Student Loans
June 03, 2021 11:15 - 27 minutes - 31.2 MBNate Hedrick discusses strategies for buying a home with student loans. He talks about the decision to rent vs. buy, how to determine if you're ready to buy, and three strategies to consider when deciding to buy a home with student loans. Mentioned on the Show YFP Planning: Financial Planning for Pharmacists Register for the Free Webinar: Investing Beyond the 401(k)/403(b) Baker’s Dirty Dozen: Principles for Financial Independence by Joe Baker, MBA with Lindsey Jordan Baker The Ph...
YFP Real Estate Investing 07: Short and Medium-Term Rental Property Investing
May 29, 2021 09:00 - 44 minutes - 50.6 MBRachel Gainsbrugh provides insight, practical advice, and resources for finding, managing, and growing your short-term and medium-term real estate rental portfolio. Mentioned on the Show YFP Real Estate Investing 02: Long Term vs. Short Term Rental Property Investing - One Pharmacist’s Perspective Join the YFP Real Estate Investing Facebook Group REI-USA: Real Estate Knowledge Towards Financial Freedom Through Community, Connection, and Collaboration Bigger Pockets Podcast Airbn...
YFP 205: Current State of the Pharmacy Job Market
May 27, 2021 09:43 - 39 minutes - 45.4 MBAlex Barker, the founder of The Happy PharmD, talks about the current state of the pharmacy job market, considerations for those looking for their first position or switching jobs, and the intersection between your career and your financial plan. Mentioned on the Show: Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance YFP 192: Findings from the 2021 Pharmacist Salary Guide 2021 Pharmacist Salary Guide The Happy PharmD The Pharmacy Job Market Update: Q1...
Ask a YFP CFP® #70: What should I be considering when pausing private student loans?
May 24, 2021 09:53 - 6 minutes - 7.03 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Kelly Reddy-Heffner, CFP®, CSLP®, takes this question from the YFP Facebook Group: What should I be considering when pausing private student loans? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Join the YFP Facebook Group Navient Earnest Laurel Road Send in your questions here or to [email protected] Disclaimer: This podcast is intended fo...
YFP Real Estate Investing 06: Picking (and Switching) Property Managers
May 22, 2021 09:00 - 35 minutes - 41.1 MBAaron Howell, pharmacist, realtor, and real estate investor, discusses how he manages his 29 unit rental portfolio while maintaining his career as a pharmacist. Aaron digs into the importance of having an excellent property manager, how to find one, and how to know when it's time to get a new one. Mentioned on the Show YFP 129: How One Pharmacist Built a 29 Unit Real Estate Portfolio Bigger Pockets Join the YFP Real Estate Investing Facebook Group The Rich Dad Radio Show with Rob...
YFP 204: The Current State of Buying, Selling, and Refinancing a Home
May 20, 2021 09:00 - 36 minutes - 42.2 MBTony Umholtz, a mortgage manager for IBERIABANK/First Horizon, discusses trends in the housing market coming out of the COVID-19 pandemic and the current landscape for those purchasing, refinancing, or selling a home. Mentioned on the Show Learn More About IBERIABANK/First Horizon’s Pharmacist Home Loan and Start the Pre-Approval Process 5 Steps to Getting a Home Loan YFP 136: The Ins and Outs of a Pharmacist Home Loan YFP 154: Getting a Home Loan in a Pandemic YFP 169: Helpful...
Ask a YFP CFP® #69: What does the life insurance policy cancellation process look like?
May 17, 2021 09:00 - 5 minutes - 6.42 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Kelly Reddy-Heffner, CFP®, CSLP®, takes this question from Amelia in Tampa, Florida: What does the life insurance policy cancellation process look like? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Your Financial Pharmacist: Insurance For Pharmacists Send in your questions here or to [email protected] Disclaimer: This podcast is intended for educati...
YFP Real Estate Investing 05: None to One: How to Get Your FIRST Investment Property
May 15, 2021 09:00 - 51 minutes - 59.4 MBJenny and Myke White join Nate Hedrick and David Bright to discuss some common fears about purchasing a real estate investment property, specifically taking the jump from none to one, their process for screening tenants, how to build a team, and the importance of networking. Mentioned on the Show YFP Concierge Service YFP 148: How One Couple Got Started in Real Estate Investing Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Ro...
YFP 203: New Book: FIRE Rx: The Pharmacist’s Guide to Financial Independence
May 13, 2021 09:00 - 41 minutes - 47.3 MBDr. Jeff Keimer, author of the brand new book FIRE Rx: The Pharmacist’s Guide to Financial Independence, joins Tim Ulbrich on this week's episode. If you’ve heard about the FIRE (Financial Independence, Retire Early) movement before, you know that this is a powerful strategy to build wealth and to put yourself in control of your financial future. Regardless of whether or not you have early retirement goals, achieving financial independence gives you options when it comes to how you spend yo...
YFP Real Estate Investing 04: How (and WHY) One Pharmacist Got Started in Real Estate Investing
May 08, 2021 09:00 - 45 minutes - 52.3 MBOn this episode, Nate Hedrick and David Bright welcome pharmacist and real estate investor, Tanh Truong, to the show to discuss how and why he got started in real estate investing early in his pharmacy career. Tanh shares how he stays motivated, long and short-term goals, and inspiration for new investors. Mentioned on the Show Real Estate RPh Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki Bigger Pockets B...
YFP 202: How to Teach Your Kids About Money and Investing
May 06, 2021 09:00 - 46 minutes - 52.7 MBTim Ulbrich welcomes Dylin Redling and Allison Tom, creators of Retireby45.com and authors of two books, Start Your F.I.R.E. (Financial Independence Retire Early): A Modern Guide to Early Retirement and Investing for Kids: How to Save, Invest and Grow Money to the show. Dylin and Allison talk about their FIRE journey and share practical advice and meaningful activities to help teach kids about money and investing. Mentioned on the Show Insuring Income: Get Quotes and Apply for Term Life ...
Ask a YFP CFP® #68: How can I get rid of a piggyback loan?
May 03, 2021 09:00 - 5 minutes - 5.76 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Suzannah in the YFP Facebook Group: How can I get rid of a piggyback loan? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Join the YFP Facebook Group Send in your questions here or to [email protected] Disclaimer: This podcast is intended for educational purposes and should not be considered financial or in...
YFP Real Estate Investing 03: Running the Rental Numbers with Blake and Zac
May 01, 2021 09:00 - 51 minutes - 59 MBOn this episode, Nate Hedrick and David Bright welcome real estate investing partners, Blake Johnson, PharmD, and Zac Hendricks to the show. Blake and Zac discuss their why behind real estate investing, their networking strategy, and tools and tips they use to run numbers on deals. Mentioned on the Show Join the YFP Real Estate Investing Facebook Group YFP 168: How Blake and Zac Analyze Real Estate Deals YFP 082: Debt Free Theme Hour with the Teacher and Pupil Dave Ramsey Bigger...
YFP 201: How and Why Trey Made the Transition from a Six-Figure to Resident Salary
April 29, 2021 09:00 - 28 minutes - 32.4 MBOn this episode, Tim Ulbrich talks with Trey Lowery about his experiences taking a non-traditional path towards residency training. They discuss why Trey decided to go back to complete residency training, how he and his wife were able to make the transition from a six-figure to a resident salary, and financial tips for those going back to do residency or making a job transition. Mentioned on the Show Take the Financial Fitness Test Mint YFP Budget Template YNAB Pharmacists: Oc...
Ask a YFP CFP® #67: How do I correctly contribute to a Traditional IRA and Roth IRA?
April 26, 2021 09:00 - 12 minutes - 14.1 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Stacey in Jacksonville, Florida: How do I correctly contribute to a Traditional IRA and Roth IRA? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists YFP 096: How to Do a Backdoor Roth IRA Why Most Pharmacists Should do a Backdoor Roth IRA Send in your questions here or to [email protected] Disclaimer: This pod...
YFP Real Estate Investing 02: Long Term vs. Short Term Rental Property Investing - One Pharmacist’s Perspective
April 24, 2021 09:00 - 41 minutes - 47.9 MBOn this episode of the YFP Real Estate Investing Podcast, pharmacist and real estate investor Jared Wonders, joins Nate and David to discuss his experience as a pharmacist and real estate investor with a variety of property and deal types. Jared explains how to get started in real estate, how to know when you are ready for your first deal, and some foundational education for those who are just getting ready to get started in real estate investing. Mentioned on the Show Bigger Pockets ...
YFP 200: An Interview with Sarah Fallaw of The Next Millionaire Next Door
April 22, 2021 09:00 - 37 minutes - 42.7 MBOn this episode, Dr. Sarah Stanley Fallaw, co-author of The Next Millionaire Next Door and founder of DataPoints LLC, a behavioral assessment advisor fintech company, joins Tim Ulbrich to talk about the surprising secrets of those who achieve millionaire status, how psychology and personal finance intersect, and why it is so important to understand your financial behaviors and tendencies. Mentioned on the Show Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance...
Ask a YFP CFP® #66: Is cryptocurrency a good investment vehicle?
April 19, 2021 09:25 - 9 minutes - 11.4 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Keith in Cleveland, Ohio: Is cryptocurrency a good investment vehicle? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Your Financial Pharmacist Tax Services Send in your questions here or to [email protected] Disclaimer: This podcast is intended for educational purposes and should not be considered financial...
YFP Real Estate Investing 01: Intersection Between Financial Planning and Real Estate
April 17, 2021 09:00 - 42 minutes - 48.3 MBWelcome to the YFP Real Estate Investing Podcast! On this episode, hosts Nate Hedrick and David Bright welcome Your Financial Pharmacist co-founders, Tim Ulbrich and Tim Baker to the podcast to discuss what Your Financial Pharmacist is and does, how the financial plan and real estate can work together, at what point a pharmacist might consider getting into real estate investing, and ways to make real estate work for busy pharmacists who are dedicated to their careers. Mentioned on the Show...
YFP Real Estate Investing Trailer
April 16, 2021 09:00 - 12 minutes - 14.1 MBWelcome to the YFP Real Estate Investing Podcast! On this trailer, you'll meet hosts Nate Hedrick, the Real Estate RPh, and David Bright. Nate and David share a quick introduction of themselves, the mission and why behind the YFP Real Estate Investing Podcast, and what to expect on upcoming episodes. Mentioned on the Show Real Estate RPh YFP 040: 10 Things Every Pharmacist Should Know About Home Buying (Part 1) YFP 041: 10 Things Every Pharmacist Should Know About Home Buying (Part...
YFP 199: Introducing the YFP Real Estate Investing Podcast
April 15, 2021 13:10 - 27 minutes - 31.5 MBOn this episode, Tim Ulbrich welcomes Nate Hedrick and David Bright, co-hosts of the brand new YFP Real Estate Investing Podcast that is launching on Saturday, April 17, 2021. Tim, Nate, and David talk about the mission and why for the show, who the podcast is for, the content that will be covered, and the guests that will be featured on the show. They also discuss the newest guide developed by Nate and David, The Pharmacist’s Guide to Real Estate Investing, which details a step-by-step pla...
Ask a YFP CFP® #65: How should I prioritize several financial goals?
April 12, 2021 10:19 - 9 minutes - 11.4 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Sally in the YFP Facebook Group: How should I prioritize several financial goals? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Join the Your Financial Pharmacist Facebook Group YFP Planning: How It Works Schedule a Free Discovery Call with YFP Planning Send in your questions here or to info@yourfinancialpharmacist....
YFP 198: What You Need to Know About the Most Recent Stimulus Bill
April 08, 2021 13:40 - 39 minutes - 45 MBOn this episode, sponsored by Insuring Income, Tim Baker and Tim Ulbrich break down the key points of the most recent $1.9 trillion stimulus package also known as the American Rescue Plan Act of 2021. Tim and Tim discuss the items that they think are the most relevant to your financial situation and plan, including the stimulus payments, the expansion of the child tax credit, the unemployment compensation and benefits, and what to make of the student loan forgiveness provisions being tax-fr...
Ask a YFP CFP® #64: What apps are good to use to invest in the stock market?
April 05, 2021 14:20 - 10 minutes - 11.9 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Hannah in Coal Valley, Illinois: What apps are good to use to invest in the stock market? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Robinhood Scottrade E*TRADE Vanguard TD Ameritrade Charles Schwab Fidelity Betterment Find Tim Baker on Peloton - YFP Peloton Schedule a free Discovery Call with YFP Planning...
YFP 197: How to Leverage What You Know as a Pharmacist to Start Your Own Consulting Business
April 01, 2021 13:38 - 36 minutes - 41.7 MBOn this episode, Blair Thielemier, the creator of the Pharmapreneur Academy and the Elevate Pharmacy Summit, joins Tim Ulbrich to talk about ideas and strategies for how to monetize your clinical expertise, including where to start, how to know if you have a good idea and common barriers that pharmacists often have to face and overcome. Blair and Tim also discuss the upcoming Elevate Pharmacy Summit, where you can learn about building revenue with clinical service contracts so that you can h...
Ask a YFP CFP® #63: What should I do if my part-time employer isn't withholding federal taxes on my paycheck?
March 29, 2021 12:45 - 7 minutes - 8.6 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Hilary in Madison, Wisconsin: What should I do if my part-time employer isn't withholding federal taxes on my paycheck? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Tax Withholding Estimator Work with a YFP Tax Pro Book a Discovery Call with YFP Planning Send in your questions here or to [email protected]...
YFP 196: How Cory Uses Improv to Create a Better Healthcare Experience
March 25, 2021 13:00 - 45 minutes - 51.8 MBOn this episode sponsored by Insuring Income, pharmacist, improv comedian, and motivational speaker, Cory Jenks, joins Tim Ulbrich to talk about how and why he got started with this side hustle, how it has improved his ability to connect with his patients, and how you, as a pharmacist, can apply the valuable skills of improv comedy to create a more adaptable, empathetic, and humanizing healthcare experience. Mentioned on the Show Insuring Income: Get Quotes and Apply for Term Life and...
Ask a YFP CFP® #62: What happens when I leave my job and I've spent more of my FSA (Flexible Spending Account) than I've contributed?
March 22, 2021 12:42 - 6 minutes - 7.48 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from James in Atlanta, Georgia: What happens when I leave my job and I've spent more of my FSA (Flexible Spending Account) than I've contributed? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Send in your questions here or to [email protected] Disclaimer: This podcast is intended for educational purposes and should ...
YFP 195: How to Save for Your Child’s Education
March 18, 2021 12:44 - 39 minutes - 45.7 MBOn this episode sponsored by IBERIABANK/First Horizon, Tim Baker and Tim Ulbrich talk through strategies for saving money for your children’s college education. They discuss phases of planning for educational expenses, how to project how much to save, and various options for saving for kids’ college including 529s, Coverdell Education Savings Accounts, UGMA and UTMA Accounts, and Roth IRAs. Mentioned on the Show Learn More About IBERIABANK/First Horizon’s Pharmacist Home Loan and Start t...
Ask a YFP CFP® #61: Should I consider investing in a REIT (real estate investment trust)?
March 15, 2021 09:57 - 9 minutes - 11.2 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from the YFP Facebook Group: Should I consider investing in a REIT (real estate investment trust)? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Join the YFP Facebook Group Real Estate RPh: Helping Pharmacists Navigate the World of Real Estate David Bright Send in your questions here or to [email protected] D...
YFP 194: How Karine Used Her Pharmacy Skills to Create a Successful Healthy Dessert Business
March 11, 2021 13:49 - 41 minutes - 47.6 MBOn this episode, sponsored by Insuring Income, Karine Wong, pharmacist, educator, and entrepreneur, joins Tim Ulbrich to talk about her journey starting My Guiltless Treats. Karine discusses how she uses her pharmacy skills in her entrepreneurial journey, how to determine whether or not a business idea is worth pursuing, why it is so important to have a clear purpose and vision, and why saying ‘yes’ is so crucial when starting and running your own business. Mentioned on the Show Insuring...
Ask a YFP CFP® #60: What are the pros and cons of taking out a 401(k) loan for a down payment on a house?
March 08, 2021 10:42 - 8 minutes - 10.1 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Manish in San Francisco, California: What are the pros and cons of taking out a 401(k) loan for a down payment on a house? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Iberia Bank Home Loan: Get Pre-approved and Compare Multiple Lenders to Find the Home Loan That’s Right For You Nate Hedrick. the Real Estate RPh YFP R...
YFP 193: Building vs Buying a Home: What to Consider
March 04, 2021 11:00 - 24 minutes - 28.2 MBOn this episode, sponsored by Live Oak Bank, Nate Hedrick, the Real Estate RPh, joins Tim Ulbrich to discuss considerations for building vs. buying a home, the pros and cons of building, lending considerations when building a home, and common pitfalls when choosing to build a home. Mentioned on the Show Live Oak Bank: Loans and Financial Solutions for Pharmacies Buy or Refi a Home Real Estate RPh: Helping Pharmacists Navigate the World of Real Estate YFP 190: 7 Ways to Reduce Your...
Ask a YFP CFP® #59: Why did my credit score drop when I made no major changes?
March 01, 2021 12:55 - 9 minutes - 11.3 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Liz in Lexington, Kentucky: Why did my credit score drop when I made no major changes? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Credit Karma Credit Sesame Annual Credit Report YFP 162: Credit 101 Send in your questions here or to [email protected] Disclaimer: This podcast is intended for educ...
YFP 192: Findings from the 2021 Pharmacist Salary Guide
February 25, 2021 14:24 - 35 minutes - 40.2 MBOn this episode, sponsored by Insuring Income, Alex Barker, founder of The Happy PharmD, joins Tim Ulbrich to discuss takeaways from the 2021 Pharmacists’s Salary Guide, including the current state of the job market, trends in salary and compensation, and contributors to job stress and dissatisfaction. Mentioned on the Show Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance The Happy PharmD Download The Happy PharmD 2021 Pharmacist Salary Guide YFP 092: ...
Ask a YFP CFP® #58: How do I figure out how much of my raise is actually money in my pocket versus money I would lose in taxes?
February 22, 2021 10:57 - 7 minutes - 9.12 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Liz in Pittsburgh, Pennsylvania: How do I figure out how much of my raise is actually money in my pocket versus money I would lose in taxes? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists SmartAsset Federal Paycheck Calculator File Your Taxes with YFP Send in your questions here or to [email protected] D...
YFP 191: 10 Common Mortgage Mistakes to Avoid
February 18, 2021 11:58 - 32 minutes - 37.2 MBOn this episode sponsored by LendKey, Tony Umholtz, a Mortgage Manager for IberiaBank, joins Tim Ulbrich to discuss 10 common mortgage mistakes homebuyers make and steps you can take to avoid them. Mentioned on the Show: LendKey: Refinance Your Student Loans 5 Steps to Get a Home Loan Free Webinar: Home Buying in 2021...What You Need to Know Iberia Bank Home Loan: Get Pre-approved and Compare Multiple Lenders to Find the Home Loan That’s Right for You YFP 169: Helpful Tips for ...
Ask a YFP CFP® #57: Should I pay off my student loans before saving for a house down payment?
February 15, 2021 10:42 - 10 minutes - 11.6 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Abby in Madison, Wisconsin: Should I pay off my student loans before saving for a house down payment? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Iberia Bank Home Loan: Get Pre-approved and Compare Multiple Lenders to Find the Home Loan That’s Right For You Buy or Refi a Home Book a Discovery Call with YFP Planning ...
YFP 190: 7 Ways to Reduce Your Monthly Housing Costs
February 11, 2021 13:51 - 29 minutes - 33.9 MBOn this episode, sponsored by Insuring Income, Nate Hedrick, the Real Estate RPh, joins Tim Ulbrich to discuss 7 ways to reduce your monthly housing costs. Mentioned on the Show: Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance Register for the Free Webinar: Home Buying in 2021...What You Need to Know YFP 178: 5 Lessons Learned from Nate’s First House Flip Real Estate RPh: Helping Pharmacists Navigate the World of Real Estate YFP Real Estate Concie...
Ask a YFP CFP® #56: Should I carry my own professional liability insurance or is my employer's coverage enough?
February 08, 2021 13:40 - 13 minutes - 15 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Amy in Raleigh, North Carolina: Should I carry my own professional liability insurance or is my employer's coverage enough? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists YFP 155: Why You Need Liability Insurance Professional liability insurance: Should you carry your own policy? Send in your questions here or to info@you...
YFP 189: Options for Investing When You’re Maxing Out Your Retirement Accounts
February 04, 2021 13:48 - 31 minutes - 35.8 MBOn this episode sponsored by LendKey, Tim Baker, Co-Founder and Director of Financial Planning at Your Financial Pharmacist, joins Tim Ulbrich to talk about strategies for investing when you have maxed out your traditional retirement accounts. Mentioned on the Show: LendKey: Refinance Your Student Loans 2021 Key Retirement and Tax Numbers to Know YFP 072: Investing Mind Tricks: How Behavioral Bias Affects Our Decisions YFP 073: How to Determine the Priority of Investing YFP 0...
Ask a YFP CFP® #55: Are there any tax implications for rolling over my old 403(b) accounts to a traditional IRA?
February 01, 2021 12:44 - 9 minutes - 10.9 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Cindy in Albuquerque, New Mexico: Are there any tax implications for rolling over my old 403(b) accounts to a traditional IRA? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Free Guide: Should I Rollover My Dormant 401(k)? YFP 072: Investing Mind Tricks: How Behavioral Bias Affects Our Decisions YFP 073: How to Determi...
YFP 188: Playing with FIRE: An Interview with Scott Rieckens
January 28, 2021 14:33 - 40 minutes - 46.7 MBOn this episode, sponsored by Insuring Income, Scott Rieckens, author of Playing with FIRE, joins Tim Ulbrich to talk about his journey towards achieving FIRE. Scott digs into the ins and outs of the FIRE movement, why he and his wife decided to leave their friends and family in San Diego, how to calculate your early retirement number, and strategies for implementing your own FIRE plan. Mentioned on the Show: Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance ...
Ask a YFP CFP® #54: Should I open a 529 plan from another state with higher fees or one from my state that offers a tax deduction?
January 25, 2021 10:18 - 4 minutes - 5.61 MBWelcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Jojo from the YFP Facebook Group: Should I open a 529 plan from another state with higher fees or one from my state that offers a tax deduction? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Join the YFP Facebook Group Savingforcollege.com Send in your questions here or to [email protected] Disclaimer: This...
YFP 187: How to Maximize Your Student Loan Strategy While Federal Student Loan Payments are Paused
January 21, 2021 14:40 - 35 minutes - 32.4 MBOn this episode sponsored by LendKey, Kelly Reddy-Heffner, YFP Lead Financial Planner, joins Tim Ulbrich to talk through how those with federal student loans should be maximizing their student loan repayment strategy during another extension of administrative student loan forbearance. Mentioned on the Show: LendKey: Refinance Your Student Loans YFP Planning: Financial Planning for Pharmacists Student Loan Analysis: A One-on-One Customizable Plan to Tackle Your Student Loans Schedu...