Your Financial Pharmacist

Tim Ulbrich and Tim Baker
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Dec 5, 2022 • 7min

Ask a YFP CFP® #143: Can I use HSA money when living outside the US?

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 Paul: Can I use HSA money when living outside the US? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP 165: The Power of a Health Savings Account Why I'm Not Using My Health Savings Account to Pay for Medical Expenses YFP Tax 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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Dec 3, 2022 • 47min

YFP Real Estate Investing 86: How One Pharmacy Director Scaled to 90 Units in 5 Years

Steven Nguyen, a pharmacy director and real estate investor, explains how he scaled from one single-family home to 90 units in five years while continuing to work full-time in his pharmacy career.  Links Mentioned in Today’s Episode BiggerPockets BiggerPockets Podcasts Connect with Steven Nguyen on Youtube Follow Steven Nguyen on Instagram: @makingmultifamilymoney Follow Steven Nguyen on TikTok: @makingmultifamilymoney YFP Real Estate Investing Join the YFP Real Estate Investing Facebook Group Your Financial Pharmacist Disclaimer and Disclosures
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Dec 1, 2022 • 35min

YFP 284: Monetizing Your Clinical Expertise with Dr. Jimmy Pruitt

Dr. Jimmy Pruitt, an emergency medicine clinical specialist and entrepreneur, discusses what led him to start the Pharmacy and Acute Care University, how he monetized his clinical expertise through developing masterclasses, workshops, reference libraries, community forums, and webinars about the effective use of medications in the management of critically ill patients, how he has balanced the start and growth of his business while working full-time, and the role his business has played in helping him achieve his financial goals. Links Mentioned in Today’s Episode YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning Pharm So Hard Podcast Pharmacy & Acute Care University KelleyCPharmD Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan Membership Geeks Podcast YFP 265: 10 Lessons Learned: Employee to Entrepreneur The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It by Michael Gerber Procrastinate on Purpose: 5 Permissions to Multiply Your Time by Rory Vaden Follow Jimmy Pruitt on Twitter: @pharmd_intheed Your Financial Pharmacist Disclaimer and Disclosures
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Nov 28, 2022 • 13min

Ask a YFP CFP® #142: What investing vehicles (outside of real estate) should I consider if planning for an early retirement?

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 Tabita: What investing vehicles (outside of real estate) should I consider if planning for an early retirement? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning FIRE Rx: The Pharmacist's Guide to Financial Independence by Jeff Keimer The FIRE Prescription: How to Retire Early as a Pharmacist 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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Nov 26, 2022 • 36min

YFP Real Estate Investing 85: Pharmacist House Hacking in a HCOL State

Dr. Corrie Sanders, founder and CEO of Hawaii's only pharmacogenomic consulting company, Huna Health and President of the Hawai’i Pharmacists Association, discusses mindset, investing, and how she manages her pharmacy career and real estate investing in one of the most expensive markets in the country. Links Mentioned in Today’s Episode BiggerPockets I Will Teach You to be Rich by Ramit Sethi Connect with Corrie Sanders on LinkedIn Huna Health YFP Real Estate Investing Join the YFP Real Estate Investing Facebook Group Your Financial Pharmacist Disclaimer and Disclosures
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Nov 24, 2022 • 37min

YFP 283: How to Optimize Your Tax Situation with Sean Richards, CPA

YFP Director of Tax, Sean Richards, CPA, EA, talks about optimizing your tax situation as a pharmacist. He discusses tax basics that every pharmacist should know, the critical distinction between tax planning and tax preparation, and how to prepare for the year-end to put yourself in the position to have a headache-free tax season.  Links Mentioned in Today’s Episode YFP Tax Join the Waitlist for the 2022 Tax Filing Season YFP 165: The Power of a Health Savings Account Why I’m Not Using my Health Savings Account to Pay for Medical Expenses Inflation Reduction Act of 2022 Email Sean Richards: sean@yfptax.com Your Financial Pharmacist Disclaimer and Disclosures
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Nov 21, 2022 • 8min

Ask a YFP CFP® #141: What's the best way to begin with investing in real estate?

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 a recent presentation: What's the best way to begin with investing in real estate? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP Real Estate Investing Podcast 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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Nov 19, 2022 • 24min

YFP REI 84: Stocking Up for 2023

Nate Hedrick, PharmD, and David Bright, PharmD, MBA, BCACP, FAPhA, FCCP, deep dive into three areas for consideration for pharmacist real estate investors at year-end. They discuss opportunities and tips for stocking up on materials, making end-of-the-year property upgrades, and decisions on end-of-the-year property sales and purchases.  Links Mentioned in Today’s Episode YFP Real Estate Investing 83: End-of-Year Tax Planning for Pharmacist Real Estate Investors YFP Real Estate Concierge Service Book Your Jump Start Planning Meeting YFP Real Estate Investing Join the YFP Real Estate Investing Facebook Group Email Nate Hedrick: nhedrick@yourfinancialpharmacist.com Email David Bright: dbright@yourfinancialpharmacist.com Your Financial Pharmacist Disclaimer and Disclosures
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Nov 17, 2022 • 37min

YFP 282: The Top 10 Mistakes First-Time Homebuyers Make

Nate Hedrick, The Real Estate RPh and co-host of the YFP Real Estate Investing Podcast discusses the top ten mistakes first-time homebuyers make. Links Mentioned in Today’s Episode Real Estate RPh YFP Real Estate Investing Podcast YFP Real Estate Concierge Service Book Your Jump Start Planning Meeting Find an Investor-Friendly Agent YFP 268: Buying a Home with Spiking Interest Rates, Inflation, and Market Insanity New York Times: Rent vs. Buy Calculator Three Strategies for Buying a House with Student Loans YFP Planning: Financial Planning for Pharmacists YFP 160: Navigating the Home Buying Process Through the YFP Concierge Service Your Financial Pharmacist Disclaimer and Disclosures
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Nov 14, 2022 • 17min

Ask a YFP CFP® #140: How do I structure my bank accounts to make budgeting easier?

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 a recent webinar: How do I structure my bank accounts to make budgeting easier? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning I Will Teach You To Be Rich by Ramit Sethi YFP 057: The Power of Automating Your Financial Plan 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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