Your Financial Pharmacist

Dr. Kimber Boothe, PharmD, MHA, talks about her career in health systems and the pharmaceutical industry, why she founded the Kimber Boothe Group, how she has monetized her expertise, and the lessons she's learned from publishing her second book, 'Pharmfluencers: The Inspiring Stories of Pharmacy Entrepreneurs.' Key Points From This Episode Dr. Boothe's career path in pharmacy, from clinical roles to leadership and consulting. Defining intrapreneurship versus entrepreneurship. The pros of allowing for intrapreneurship within an organization. Why Dr. Boothe believes pharmacy can do more with more. The genesis of The Kimber Boothe Group and the problems it aims to solve. Dr. Boothe's growth goals. The importance of being intentional about career development. The purpose of Dr. Boothe's book, Pharmfluencers, and the information it contains. Ways to monetize your knowledge and expertise in the pharmacy industry. The power of mindset and tips for shaping a positive mindset. The four levels of relationships and why Dr. Boothe believes having a coach is critical. Dr. Boothe's transition from being a solopreneur to hiring and filling positions. Links Mentioned in Today's Episode KimberBoothe.com Pharmfluencers: The Inspiring Stories of Pharmacy Entrepreneurs by Kimber Boothe YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance Medipreneurs Pharmovation: Advocate for Resources, Advance Pharmacy Practice, & Accelerate Your Pharmacy Career by Kimber Boothe ActionCOACH Business Coaching Connect with Kimber Boothe on LinkedIn Your Financial Pharmacist Disclaimer and Disclosures

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 Blake in Indianapolis, IN: How should I adjust my budget to prepare for my first child? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning How To Prepare Financially When Expecting 5 Key Financial Moves to Make with a New Baby 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.

Nate Hedrick, PharmD and David Bright, PharmD, MBA, BCACP, FAPhA, FCCP do another deep dive, this time covering how to navigate the major milestones in the real estate purchase process and planning for closing day. Key Points From This Episode Discussion about some of the worries and issues surrounding closing a deal. The difference in approach when buying a property for yourself or as a realtor. Outline of today's topic: things that need to happen right before closing day. Key milestones in the process of purchasing a property. The basics of a purchase agreement between the buyer and the seller. We learn about the inspection processes and the different types involved. Ways in which you can handle the results of the inspection process. Benefits when using a qualified inspector/contractor for the inspection process. Why the process of identifying the correct titleholder is so important to closing. Examples of some of the hidden costs when closing a purchase on a property. Differences in process when buying a property in different states. Two important questions should ask when closing a deal on a property. Tips on what to look for when taking-out insurance on your new property. Why you should consider using a lockbox for your new property. Links Mentioned on Today's Episode Download The Pharmacist's Guide to Real Estate Investing YFP Real Estate Investing Join the YFP Real Estate Investing Facebook Group Your Financial Pharmacist Disclaimer and Disclosures

YFP Planning Financial Planner, Kimberly Bolton, CFP® discusses why the CFP® designation is the most valuable credential when providing comprehensive financial planning, why the term financial planner in and of itself doesn't mean a whole lot, what questions you can ask to find a planner who is a good fit for you, and what someone can expect when working with a financial planner. Key Points From This Episode Background on Kim's professional journey to becoming a CFP®. What inspired her to pursue a career in financial planning. We find out about the work that Kim is currently involved with at YFP Planning. Why the YFP team believe so much in the CFP® designation. Some examples of how comprehensive the CFP® training is. How working with a certified CFP® is beneficial for the client. Kim tells us what is required to enter the CFP® course. What people taking the CFP® board exam can expect. Learn about the experience requirement needed after passing the exam. The expected ethical standards once you are certified. Differences in the types of CFP® planners in terms of fees and services. A brief breakdown of the different fee structures associated with CFP® planners. Examples of good questions to ask a financial planner to ensure they are the right fit for you. Kim shares a success story about working with a CFP®. Links Mentioned in Today's Episode YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning Refinance Your Student Loans with Splash Financial YFP 248: How 3 Pharmacists Had $700,000 of Student Loans Forgiven Retirement Plans: Last Week Tonight with John Oliver (HBO) Download the Free Guide - Nuts & Bolts to Hiring a Financial Planner YFP 054: Why Fee-Only Financial Planning Matters YFP Planning: Why YFP? Your Financial Pharmacist Disclaimer and Disclosures

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 Megan in Columbus, OH: Should we pay off our student loans now or wait to see if the Biden Administration forgives any loans? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP 248: How 3 Pharmacists Had $700,000 of Student Loans Forgiven 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.

Drew Stahl, a clinical pharmacist specialist, shares how he self-manages 48 rental units as a full-time pharmacist. Key Points From This Episode We find out Drew's professional background as a pharmacist. Drew explains his journey investing in real estate. A brief breakdown of Drew's current property portfolio. An example of the after-hours effort that Drew has put into his properties. Reasons why Drew focuses on single-family homes for his portfolio. Drew shares his approach to real estate and finding the right property to buy. A simple tip for people considering investing in real estate for the first time. The best type of property that Drew considers for his portfolio. Why typical property investors are not interested in the properties that Drew buys. The advantages of Drew's contracting background for real estate investing. How Drew is able to finance his extensive portfolio. The importance of trust in forming a healthy and effective partnership. Advice for people that are nervous about their first property. Outline of Drew's day-to-day operations and his future plans. Drew explains his old-school approach to tenant screening and turn over. Links Mentioned on Today's Episode David Goggins 12 Rules for Life: An Antidote to Chaos by Jordan B. Peterson Connect with Drew Stahl on LinkedIn YFP Real Estate Investing Join the YFP Real Estate Investing Facebook Group Your Financial Pharmacist Disclaimer and Disclosures

YFP Co-Founder & CEO, Tim Ulbrich, PharmD, welcomes back to the show Ashlee Klevens Hayes & Chris Cozzolino, two pharmacists and entrepreneurs. Together, they discuss the new book Ashlee and Chris have co-authored: 'Own Your PharmD, Own Your Career: Real Life Advice from 50+ Pharmacy Leaders and Influencers.' Key Points From This Episode Introduction and a brief background about today's guests. The motivation behind Ashlee's and Chris's decision to write a book. What Chris's and Ashlee's overall goal of writing a book was. A brief discussion about the importance of networking to become successful. Examples of lessons learned while writing and interviewing people for the book. Importance of soft skills to becoming a successful pharmacist. How finding measures of success for different seasons of your career is important. Common traits Chris and Ashlee noticed hold back people from reaching their full potential. Where limiting thoughts come from for pharmacists. Strategies that Chris uses to ensure that he is enjoying his current career path. Where Chris learned how important enjoying the process is. Ashlee explains the importance of mindset and how you see opportunities. Chris tells us about his decision to self-publish as opposed to working with a publisher. What Ashlee has enjoyed the most from the book writing process. Links Mentioned in Today's Episode Own Your PharmD, Own Your Career: Real Life Advice from 50+ Pharmacy Leaders and Influencers by Ashlee Klevens Hayes and Chris Cozzolino YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance YFP 095: Level Up Your Career: An Interview with RxAshlee YFP 228: Why This New Practitioner Decided to Start His Own Business Uptown Creation RxAshlee Influential Dad, Empowered Daughter by Ashlee Klevens Hayes Your Financial Pharmacist Disclaimer and Disclosures

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 D'Yana in Atlanta, GA: How risky should I be with my investments at age 34? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP 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.

Nate Hedrick and David Bright discuss three key approaches for finding and purchasing real estate investment properties in a low inventory market. Key Points From This Episode Nate and David discuss the current trends in the market. Reasons for difficulties experienced with inventory currently. Peace of mind working with a realtor can give you. How having a great team does not always protect from inventory shortages. Setting criteria and being able to adapt to the changing market. Aspects to consider when setting your criteria for property investing. What to consider upfront regarding the rental market. Benefits of setting specific criteria for your potential investment. Giving everyone on your team a veto option. Importance of being practical and pragmatic when investing in real estate. The type of real estate to avoid for investment purposes. Why you should not cheat the match when deciding on an investment. Links Mentioned on Today's Episode YFP Real Estate Concierge Service YFP Real Estate Investing Find an Investor-Friendly Agent Book Your Jump Start Planning Meeting YFP Real Estate Investing 52: Six Considerations for Making an Offer and Getting the Deal YFP Real Estate Investing 47: 5 Things to Know Before Walking a House with Your Realtor Join the YFP Real Estate Investing Facebook Group Your Financial Pharmacist Disclaimer and Disclosures

Nate Hedrick, The Real Estate RPh, and co-host of the YFP Real Estate Investing Podcast, discusses evaluating online home listings, why open houses exist, how real estate agents get paid, and how the home buying concierge service he developed can help first-time homebuyers. Key Points From This Episode The resources that prospective buyers can use to search for homes. Nate gives us an outline of the Multiple Listing Service (MLS). What to look out for when viewing listings. Being able to react quickly to the market to secure a purchase. Steps to take when viewing a property listing. The purpose of signing in when viewing a house What to do when asked about an agent. Advice on what to do when making an offer. Rules and regulations regarding listing and buying agents. The benefits of using a real estate agent when home buying. A brief rundown of the YFP Real Estate Concierge Service. Some of the challenges that first-time homebuyers are experiencing. The best time to start the home buying process. Links Mentioned in Today's Episode Real Estate RPh YFP Real Estate Investing Podcast YFP Real Estate Concierge Service Multiple Listing Service (MLS) Redfin Zillow Realtor.com YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning Three Strategies for Buying a House with Student Loans YFP 160: Navigating the Home Buying Process Through the YFP Concierge Service YFP 064: 6 Steps to Home Buying (Part 1) YFP 065: 6 Steps to Home Buying (Part 2) YFP Real Estate Investing Find an Investor-Friendly Agent Book Your Jump Start Planning Meeting Your Financial Pharmacist Disclaimer and Disclosures