

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
Aug 4, 2022 • 19min
YFP 267: Second Half of 2022…Are You on Track?
Tim Ulbrich, PharmD, flies solo to talk through a five-step system you can implement to set and achieve your goals to finish 2022 strong. Links Mentioned in Today's Episode YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning Download the YFP Goal Setting Template As a Man Thinketh by James Allen Your Financial Pharmacist Disclaimer and Disclosures
Aug 1, 2022 • 8min
Ask a YFP CFP® #125: What should I do with a large bonus I got from my employer?
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 the Your Financial Pharmacist Facebook Group: What should I do with a large bonus I got from my employer? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning Join the Your Financial Pharmacist Facebook Group Ask a YFP CFP® #123: What options do I have for investing for retirement if I'm categorized as a 'Highly Compensated Employee'? 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.
Jul 30, 2022 • 37min
YFP Real Estate Investing 68: How a House-Hacking Pharmacist Turned Full-Time Investor
Dylan Koch, PharmD, RPh, shares how he pursued financial independence through real estate, first as a house-hacking pharmacist and now as a full-time real estate investor. Links Mentioned in Today's Episode YFP Real Estate Investing 42: How a Pharmacist Bought a Five Million Dollar Strip Mall YFP Real Estate Investing 04: How (and WHY) One Pharmacist Got Started in Real Estate Investing The Total Money Makeover: A Proven Plan for Financial Fitness by Dave Ramsey Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! By Robert T. Kiyosaki BiggerPockets BiggerPockets Books Ryan Dossey's Create Cashflow Mastermind National Real Estate Investors Association Connect with Dylan Koch on Facebook Email Dylan Koch: Dylan@PlumTreeRealty.com YFP Real Estate Investing Join the YFP Real Estate Investing Facebook Group Your Financial Pharmacist Disclaimer and Disclosures
Jul 28, 2022 • 36min
YFP 266: How One Pharmacy Entrepreneur Started a Keto-Based Medical Practice
Dr. Jodi Nishida shares what significant health event led her to a keto-based diet, why she saw an opportunity to launch her business and keto-based practice, and lessons she's learned through helping over 1500 patients with medically-guided keto. Links Mentioned in Today's Episode YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP 134: One Couple's Coast FI Journey YFP 196: How Cory Uses Improv to Create a Better Healthcare Experience Society of Metabolic Health Practitioners SMHP Symposiums & Other CME Events TheKetoPrescription.com Follow Dr. Jodi Nishida on Instagram: @theketoprescription The Keto Prescription YouTube Channel Your Financial Pharmacist Disclaimer and Disclosures
Jul 25, 2022 • 7min
Ask a YFP CFP® #124: Can I invest in real estate while pursuing Public Service Loan Forgiveness (PSLF)?
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 the YFP Community: Can I invest in real estate while pursuing Public Service Loan Forgiveness (PSLF)? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP Real Estate Investing Podcast YFP 248: How 3 Pharmacists Had $700,000 of Student Loans Forgiven 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.
Jul 23, 2022 • 30min
YFP Real Estate Investing 67: Deep Dive: Loan Terms and Types
Nate Hedrick, PharmD, and David Bright, PharmD, MBA, BCACP, FAPhA, FCCP, break down loan types, discuss loan strategy, and cover key loan terminology for pharmacist real estate investors. Links Mentioned in Today's Episode YFP Real Estate Investing 62: Revisiting Fundamentals in a Changing Real Estate Market Ask a YFP CFP® #121: Should I consider an adjustable rate mortgage for a real estate investment property? Join the YFP Real Estate Investing Facebook Group YFP Real Estate Investing Your Financial Pharmacist Disclaimer and Disclosures
Jul 21, 2022 • 30min
YFP 265: 10 Lessons Learned: Employee to Entrepreneur
YFP Co-Founder & CEO, Tim Ulbrich, PharmD, shares ten lessons he has learned on his journey from employee to entrepreneur. Links Mentioned in Today's Episode Register for the YFP Employee to Entrepreneur Virtual Summit Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance I Was a Confused, Trapped Pharmacist Living Paycheck to Paycheck Seven Figure Pharmacist: How to Maximize Your Income, Eliminate Debt, and Create Wealth by Tim Church, PharmD and Tim Ulbrich, PharmD Start.: Punch Fear in the Face, Escape Average, and Do Work That Matters by Jon Acuff Start with Why: How Great Leaders Inspire Everyone to Take Action by Simon Sinek How I Built This Podcast Chris Caldwell Conscious Growth Coach The Partnership Charter by David Gage Delivering Happiness: A Path to Profits, Passion, and Purpose by Tony Hsieh YFP 145: How Samm Built Doc Station to Increase Value-Based Care The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It by Michael E. Gerber Traction: Get a Grip on Your Business by Gino Wickman Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine by Mike Michalowicz The End of Jobs: Money, Meaning and Freedom Without the 9-to-5 by Taylor Pearson The Four Agreements: A Practical Guide to Personal Freedom (A Toltec Wisdom Book) by Don Miguel Ruiz The Big Leap: Conquer Your Hidden Fear and Take Life to the Next Level by Gay Hendricks Procrastinate on Purpose: 5 Permissions to Multiply Your Time by Rory Vaden The Entrepreneur Roller Coaster: It's Your Turn to #JoinTheRide by Darren Hardy The War of Art: Break Through the Blocks and Win Your Inner Creative Battles by Steven Pressfield The Surrender Experiment: My Journey into Life's Perfection by Michael Singer A New Earth: Awakening to Your Life's Purpose by Eckhart Tolle The Secret by Rhonda Byrne Changes That Heal: Four Practical Steps to a Happier, Healthier You by Henry Cloud Your Financial Pharmacist Disclaimer and Disclosures
Jul 18, 2022 • 10min
Ask a YFP CFP® #123: What options do I have for investing for retirement if I'm categorized as a 'Highly Compensated Employee'?
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 Justin in Nassau County, NY: What options do I have for investing for retirement if I'm categorized as a 'Highly Compensated Employee'? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP 239: Two Financial I's You May be Overlooking YFP 163: Investing Beyond the 401k/403b YFP 189: Options for Investing When You're Maxing Out Your Retirement Accounts Why Most Pharmacists Should Do a Backdoor Roth IRA 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.
Jul 16, 2022 • 31min
YFP Real Estate Investing 66: Mixing Real Estate into the Financial Plan
YFP Planning Lead Planner, Robert Lopez, CFP®, discusses prioritizing your financial goals to include real estate investing, ways for pharmacists to invest in real estate without owning a rental property, and questions you should be asking yourself and your financial planner before purchasing an investment property. Links Mentioned in Today's Episode YFP 262: How Two Pharmacists Paid Off $250k of Student Loan Debt YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP Real Estate Investing 53: Understanding and Vetting Syndications with Senate Eskridge BiggerPockets Afford Anything Podcast Join the None to One Group Coaching Program Waitlist Join the YFP Real Estate Investing Facebook Group YFP Real Estate Investing Your Financial Pharmacist Disclaimer and Disclosures
Jul 14, 2022 • 28min
YFP 264: How a 2022 PharmD Grad Left School Debt Free
Dr. Alexis Miller talks about graduating from pharmacy school debt-free because of her service to our country, by joining the Army in 2017. She shares why she decided to join the Army while in pharmacy school, the ins and outs of the GI Bill and tuition assistance, and how she plans to apply her pharmacy knowledge to her role in the Army. Links Mentioned in Today's Episode YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning Connect with Alexis Miller on LinkedIn Email Alexis Miller: A-miller.19@onu.edu Your Financial Pharmacist Disclaimer and Disclosures


