Your Financial Pharmacist YFP 237: 5 Financial Moves to Make to Crush Your 2022 Goals
Jan 6, 2022
16:45
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: tulbrich@yourfinancialpharmacist.com
- 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