Your Financial Pharmacist

Tim Ulbrich and Tim Baker
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Oct 20, 2022 • 25min

YFP 278: YFP Planning Case Study #4: Selling a Pharmacy and Leaving a Legacy Before Transitioning Into Retirement

YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP® is joined by YFP Planning Lead Planners, Kelly Reddy-Heffner, CFP®, CSLP®, CDFA®, and Robert Lopez, CFP®, to discuss selling a pharmacy and leaving a legacy before transitioning into retirement.  Links Mentioned in Today’s Episode YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning Case Study #4 Summary Sheet Your Financial Pharmacist Disclaimer and Disclosures
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Oct 17, 2022 • 9min

Ask a YFP CFP® #136: Should I buy a new car if my plan is to aggressively pay off my student loans quickly after graduation?

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 Brian: Should I buy a new car if my plan is to aggressively pay off my student loans quickly after graduation? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning Turo 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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Oct 15, 2022 • 37min

YFP Real Estate Investing 79: Managing Multiple Market Opinions

Jim Carmichael, a commercial real estate broker, entrepreneur, and podcaster, joins Nate Hedrick and David Bright to discuss common fears about the current real estate market, predictions for the next six months, and considerations for current investors or those contemplating investing. Links Mentioned in Today’s Episode Wall Street: U.S. housing market to see the second-biggest home price decline since the Great Depression YFP Real Estate Investing  YFP Real Estate Concierge Service YFP Real Estate Investing 62: Revisiting Fundamentals in a Changing Real Estate Market Join the YFP Real Estate Investing Facebook Group Your Financial Pharmacist Disclaimer and Disclosures
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Oct 13, 2022 • 45min

YFP 277: How This Pharmacist Teaches Financial Principles As a Preceptor and Parent

Dr. Frank McCabe discusses his career in pharmacy and how he teaches financial principles as a preceptor and parent. 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 Bankrate Email Your Financial Pharmacist:  info@yourfinancialpharmacist.com Your Financial Pharmacist Disclaimer and Disclosures
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Oct 10, 2022 • 12min

Ask a YFP CFP® #135: What can I do if I already cut expenses in my budget but it’s still not enough?

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 Lunch and Learn: What can I do if I already cut expenses in my budget but it’s still not enough? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning 19 Ways to Make Extra Money as a Pharmacist in 2020 YFP 219: How to Negotiate Your Salary and Benefits 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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Oct 8, 2022 • 29min

YFP Real Estate Investing 78: Investing in Real Estate with Limited Cash

Nate Hedrick, PharmD, and David Bright, PharmD, MBA, BCACP, FAPhA, FCCP, dive into three strategies for getting started in real estate investing with limited cash. Links Mentioned in Today’s Episode YFP Real Estate Investing 53: Understanding and Vetting Syndications with Senate Eskridge Join the YFP Real Estate Investing Facebook Group YFP Real Estate Investing 10: Getting Started Through House Hacking YFP Real Estate Investing Your Financial Pharmacist Disclaimer and Disclosures
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Oct 6, 2022 • 32min

YFP 276: Why Giving, Philanthropy, and Serving Are Core Parts of This Pharmacist’s Financial Plan

Sarah Adkins, PharmD, discusses how and why she started a non-profit pharmacy, why giving and philanthropy are a core piece of her financial plan, and how pharmacists can get involved using their expertise to help others. Links Mentioned in Today’s Episode YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning Happy Money: The Science of Happier Spending by Elizabeth Dunn & Michael Norton Rising Suns Non-Profit Pharmacy Your Financial Pharmacist Disclaimer and Disclosures
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Oct 3, 2022 • 6min

Ask a YFP CFP® #134: Should I refinance my higher interest rate federal loans?

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 YFP webinar: Should I refinance my higher interest rate federal loans? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning Special Update: Student Loan Announcements from the Biden Administration Learn More About Our 1:1 Student Loan Analysis with a CFP® 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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Oct 1, 2022 • 34min

YFP Real Estate Investing 77: “Figuring Out” Solutions to Investing Nightmares

Nate Hedrick, PharmD, and David Bright, PharmD, MBA, BCACP, FAPhA, FCCP, share their experiences with four real estate investing nightmares and how they figured them out. Links Mentioned in Today’s Episode YFP Real Estate Investing 76: Short Term Rental Market Update with Rachel Gainsbrugh Join the YFP Real Estate Investing Facebook Group YFP Real Estate Investing Your Financial Pharmacist Disclaimer and Disclosures
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Sep 29, 2022 • 44min

YFP 275: How to Build a Retirement Paycheck (Retirement Planning)

In the fourth episode of the four-part series on retirement planning, Tim Ulbrich, PharmD, and Tim Baker, CFP®, RLP®, discuss how to build a retirement paycheck.  Links Mentioned in Today’s Episode 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) What Issues Should I Consider Before I Retire? 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

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