Your Financial Pharmacist

Tim Ulbrich and Tim Baker
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Feb 2, 2023 • 41min

YFP 293: Employee to Entrepreneur with Dr. Victoria Reinhartz

Dr. Victoria Reinhartz, CEO of Mobile Health Consultants, a business founded to solve the access to care problem by empowering interprofessional Mobile Integrated Health and Community Paramedicine teams, discusses her motivation for building Mobile Health Consultants, the target audience and how this has evolved, how she overcame the initial hurdles of starting a business, and how she balances running a business while working in an academic position.  Links Mentioned in Today’s Episode Mobile Health Consultants YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning Connect with Victoria Reinhartz on LinkedIn The Happy PharmD U.S. Small Business Administration: Small Business Development Centers YFP 266: How One Pharmacy Entrepreneur Started a Keto-Based Medical Practice Ycombinator: What’s the Second Job of a Startup CEO? Watch Reinhartz Rundown on YouTube Connect with Victoria Reinhartz on Facebook Your Financial Pharmacist Disclaimer and Disclosures
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Jan 28, 2023 • 27min

YFP Real Estate Investing 94: What to Do With the “Old” House When You Move

Nate Hedrick, PharmD, and David Bright, PharmD, MBA, BCACP, FAPhA, FCCP, talk through what to do with your old house and real estate investment strategies at play when planning to move to a new primary residence. Links Mentioned in Today’s Episode YFP Real Estate Concierge Service REI 85: Pharmacist House Hacking in a HCOL State REI 05: None to One: How to Get Your FIRST Investment Property REI 43: How Jenny and Myke are Trading Up on Their Primary Residence REI 18: Tax Strategies for Real Estate Investing Join the YFP Real Estate Investing Facebook Group Connect with David Bright on LinkedIn Connect with Nate Hedrick on LinkedIn YFP Real Estate Investing Your Financial Pharmacist Disclaimer and Disclosures
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Jan 26, 2023 • 45min

YFP 292: How & Why One Pharmacist Started a Functional Medicine Organization for Pharmacists

This week, Dr. Lauren Castle, founder of Functional Medicine Pharmacists Alliance, discusses how her experiences working with Walmart in influencer marketing and personal branding helped prepare her for growing her business,  why she started FMPhA to integrate pharmacists into functional medicine, and her transition from employee to entrepreneur. Links Mentioned in Today’s Episode YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning Functional Medicine Pharmacists Alliance Ohio Pharmacists Association YFP 123: Leveraging Your Expertise to Start a Side Hustle Functional Medicine Pharmacists Alliance Facebook Group Smart Passive Income Podcast with Pat Flynn Functional Medicine Continuing Education The Tim Ferriss Show Purpose is More than a Side Hustle: It's Our Built in GPS by Joe Colavito DrLaurenCastle.com Connect with Dr. Lauren Castle on Facebook Follow Dr. Lauren Castle on Instagram: @drlaurencastle Follow Dr. Lauren Castle on Twitter: @drlaurencastle Follow Dr. Lauren Castle on TikTok: @drlaurencastle Your Financial Pharmacist Disclaimer and Disclosures
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Jan 21, 2023 • 37min

YFP Real Estate Investing 93: New Year, New Business with Dr. Matt Kauflin

Dr. Matt Kauflin, Co-Founder at Teach Me Pharm, discusses the creation of Teach Me Pharm, how his pharmacy-related side hustles helped to fund his growing real estate portfolio, and his plans to build generational wealth. Links Mentioned in Today’s Episode Connect with Matt Kauflin, PharmD, BCPS on LinkedIn Teach Me Pharm Replace Your Income: A Lawyer's Guide to Finding, Funding, and Managing Real Estate Investments by Brian T. Boyd Follow Teach Me Pharm on Instagram: @teachmepharm Follow Teach Me Pharm on Twitter: @teachmepharm Like Teach Me Pharm on Facebook Follow Matt Kauflin on Instagram: @mkauflin Connect with Matt Kauflin on Facebook YFP Real Estate Investing Join the YFP Real Estate Investing Facebook Group Your Financial Pharmacist Disclaimer and Disclosures
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Jan 19, 2023 • 45min

YFP 291: Redefining Retirement with Professor Emeritus David Zgarrick, PhD

Dr. David Zgarrick, a Professor Emeritus of Northeastern University, shares why he views the next phase of life as a preferment phase of his career, why he started planning financially early in his career, and advice for new grads facing the financial headwind of competing priorities including student loans, saving for the future, and buying a home. Links Mentioned in Today’s Episode YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning Connect with David Zgarrick on LinkedIn Retirement Stepping Stones: Find Meaning, Live with Purpose, and Leave a Legacy by Tony Hixon Your Financial Pharmacist Disclaimer and Disclosures
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Jan 14, 2023 • 31min

YFP Real Estate Investing 92: Trying Something New with Pharmacist and Realtor, Dr. Michael Lee

Dr. Michael Lee, a pharmacist and newly minted real estate agent, shares his mindset and approach to starting new ventures, insights that pharmacist real estate investors can apply to take on any new challenge, and his tips for getting out of your comfort zone as a rookie in the field of real estate. Links Mentioned in Today’s Episode The Your Financial Pharmacist Podcast Connect with Michael Lee on LinkedIn YFP Real Estate Investing Join the YFP Real Estate Investing Facebook Group Your Financial Pharmacist Disclaimer and Disclosures
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Jan 12, 2023 • 30min

YFP 290: Getting Ready for Tax Season

Sean Richards, CPA, EA returns to the podcast to discuss the difference between tax planning and tax preparation, how effective tax planning can prevent costly mistakes, tax changes for 2023, and the basics of YFP’s Comprehensive Tax Planning.  Links Mentioned in Today’s Episode Learn more about YFP Tax YFP Tax Comprehensive Tax Planning YFP 283: How to Optimize Your Tax Situation with Sean Richards, CPA You Can’t Undo That: How Tax Planning Can Prevent Costly Mistakes YFP Real Estate Investing Podcast Inflation Reduction Act of 2022 Email Sean Richards: sean@yfptax.com Schedule a YFP Tax Discovery Call Get Started with YFP Tax Your Financial Pharmacist Disclaimer and Disclosures
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Jan 9, 2023 • 16min

Ask a YFP CFP® #146: What are the pros/cons of buying an annuity?

Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP® takes this question from Celine from the website: What are the pros/cons of buying an annuity? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP 272: How Much Is Enough? (Retirement Planning) YFP 273: Alphabet Soup of Retirement Accounts (Retirement Planning) YFP 274: Risk Tolerance vs Risk Capacity (Retirement Planning) YFP 275: How to Build a Retirement Paycheck (Retirement Planning) Send in your questions here or to info@yourfinancialpharmacist.com Your Financial Pharmacist Disclaimer and Disclosures Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.
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Jan 7, 2023 • 33min

YFP Real Estate Investing 91: Action Steps for 2023

Nate Hedrick, PharmD, and David Bright, PharmD, MBA, BCACP, FAPhA, FCCP, discuss practical ways that real estate investors can take action based on market predictions for 2023.  Links Mentioned in Today’s Episode YFP Real Estate Investing 90: Three (Likely Wrong) Predictions for 2023 Real Estate Join the YFP Real Estate Investing Facebook Group YFP Real Estate Investing Download the Property Analysis Spreadsheet Your Financial Pharmacist Disclaimer and Disclosures
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Jan 5, 2023 • 38min

YFP 289: Building Pricklee with Pharmacy Entrepreneur Kun Yang

Kun Yang, a pharmacist and Co-Founder & CEO of Pricklee Cactus Water, shares how and when he knew the entrepreneurial path was right for him. In this episode, he discusses the experience of being on Shark Tank, where he effectively navigated a negotiation with two sharks that led to a deal, and the most important skills he has had to acquire as an entrepreneur leading a growing company. Links Mentioned in Today’s Episode YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning Pricklee Cactus Water Shark Tank US | Barbara and Kevin's Prickly Fight Over Pricklee Product Hangry: A Startup Journey by Mike Evans Shoe Dog: A Memoir by the Creator of Nike by Phil Knight Brian Scudamore: Founders Stories Podcast Never Split the Difference: Negotiating as if Your Life Depended on It by Chris Voss Connect with Kun Yang on LinkedIn Your Financial Pharmacist Disclaimer and Disclosures

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