

Your Financial Pharmacist
Tim Ulbrich and Tim Baker
The 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
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
Episodes
Mentioned books
Feb 23, 2023 • 43min
YFP 296: 5 Key Decisions for Long-Term Care Insurance
YFP 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 Planning Lincoln Financial Group Study Finds Misconceptions and Confusion About the Increasing Need for Long-Term Care Planning in America YFP 108: How to Effectively Talk with Mom & Dad About Their Finances Your Financial Pharmacist Disclaimer and Disclosures
Feb 18, 2023 • 39min
YFP Real Estate Investing 97: Should You Be Your Own Realtor?
Nate 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 Disclaimer and Disclosures
Feb 16, 2023 • 32min
YFP 295: 10 Common Social Security Mistakes to Avoid (Part 2)
YFP Co-Founder & CEO, Tim Ulbrich, PharmD, is joined by YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP®, RICP®, to wrap up the two-part series on common social security mistakes to avoid. Links Mentioned in Today's Episode YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP 294: 10 Common Social Security Mistakes to Avoid (Part 1) YFP 242: Social Security 101: History, How it Works, and Why it Matters for Your Financial Plan Social Security Administration YFP Tax YFP 275: How to Build a Retirement Paycheck (Retirement Planning) Your Financial Pharmacist Disclaimer and Disclosures
Feb 11, 2023 • 39min
YFP Real Estate Investing 96: Managing Risk and Taxes through a Real Estate Team with Thomas Castelli
Thomas Castelli, CPA, CFP®, a tax strategist and real estate investor, discusses the benefits of passive real estate investing for busy pharmacists and employing tax strategy to get the most out of your real estate investments from a tax perspective. Links Mentioned in Today's Episode Tax Smart Real Estate Investors Podcast Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki Investopedia: Tax Reform Act of 1986 REPS 03: Strategies to Qualify as a Real Estate Professional & Busting the Myths of the Internet The Hands-Off Investor: An Insider's Guide to Investing in Passive Real Estate Syndications by Brian Burke Left Field Investors Tax Smart Real Estate Investors Facebook Group YFP Real Estate Investing Join the YFP Real Estate Investing Facebook Group Your Financial Pharmacist Disclaimer and Disclosures
Feb 9, 2023 • 51min
YFP 294: 10 Common Social Security Mistakes to Avoid (Part 1)
Tim Ulbrich, PharmD, is joined by YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP®, to kick off a two-part series on ten common social security mistakes to avoid. Links Mentioned in Today's Episode YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP 242: Social Security 101: History, How it Works, and Why it Matters for Your Financial Plan Social Security Administration Your Financial Pharmacist Disclaimer and Disclosures
Feb 4, 2023 • 30min
YFP Real Estate Investing 95: Investing Ideas: House Hacking, 401k Real Estate, and Glamping
Michael Crowe, PharmD, MBA, a certified specialty pharmacist, talks about having a meaningful career in pharmacy while passively investing in real estate through some creative investing ideas. Links Mentioned in Today's Episode Mint Follow Michael Crowe on Facebook Connect on Michael Crowe LinkedIn Mitten Getaways Glamping Co. YFP Real Estate Investing Join the YFP Real Estate Investing Facebook Group Your Financial Pharmacist Disclaimer and Disclosures
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
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
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
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


