

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

Apr 5, 2021 • 10min
Ask a YFP CFP® #64: What apps are good to use to invest in the stock market?
Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Hannah in Coal Valley, Illinois: What apps are good to use to invest in the stock market? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Robinhood Scottrade E*TRADE Vanguard TD Ameritrade Charles Schwab Fidelity Betterment Find Tim Baker on Peloton - YFP Peloton Schedule a free Discovery Call with YFP Planning Send in your questions here or to info@yourfinancialpharmacist.com 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.

Apr 1, 2021 • 36min
YFP 197: How to Leverage What You Know as a Pharmacist to Start Your Own Consulting Business
On this episode, Blair Thielemier, the creator of the Pharmapreneur Academy and the Elevate Pharmacy Summit, joins Tim Ulbrich to talk about ideas and strategies for how to monetize your clinical expertise, including where to start, how to know if you have a good idea and common barriers that pharmacists often have to face and overcome. Blair and Tim also discuss the upcoming Elevate Pharmacy Summit, where you can learn about building revenue with clinical service contracts so that you can help more patients while generating income along the way. Mentioned on the Show YFP Planning: Financial Planning for Pharmacists Register for the Elevate Pharmacy Virtual Summit YFP 117: Three Bold Predictions for the Future of Pharmacy YFP 089: From Unemployed to Successful Pharmapreneur YFP 039: One Pharmacy Entrepreneur's Journey to Maximizing Income and Paying Off Student Debt Pharmapreneur Academy Blog Pharmapreneur Academy

Mar 29, 2021 • 8min
Ask a YFP CFP® #63: What should I do if my part-time employer isn't withholding federal taxes on my paycheck?
Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Hilary in Madison, Wisconsin: What should I do if my part-time employer isn't withholding federal taxes on my paycheck? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Tax Withholding Estimator Work with a YFP Tax Pro Book a Discovery Call with YFP Planning Send in your questions here or to info@yourfinancialpharmacist.com 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.

Mar 25, 2021 • 45min
YFP 196: How Cory Uses Improv to Create a Better Healthcare Experience
On this episode sponsored by Insuring Income, pharmacist, improv comedian, and motivational speaker, Cory Jenks, joins Tim Ulbrich to talk about how and why he got started with this side hustle, how it has improved his ability to connect with his patients, and how you, as a pharmacist, can apply the valuable skills of improv comedy to create a more adaptable, empathetic, and humanizing healthcare experience. Mentioned on the Show Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance YFP 134: One Couple's Coast FI Journey Improv Rx What is ImprovRX? American Journal of Pharmaceutical Education: Improvisational Exercises to Improve Pharmacy Students' Professional Communication Skills Cory Jenks Blog Cory Jenks: Pharmacist, Improv Comedian, Speaker Connect with Cory Jenks on LinkedIn Follow Cory Jenks on Twitter:@coryjenkspharmd Connect with Cory Jenks on Facebook Connect with Cory Jenks on Instagram: @pharmacomedian Email Cory Jenks: cory@improvrx.com

Mar 22, 2021 • 7min
Ask a YFP CFP® #62: What happens when I leave my job and I've spent more of my FSA (Flexible Spending Account) than I've contributed?
Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from James in Atlanta, Georgia: What happens when I leave my job and I've spent more of my FSA (Flexible Spending Account) than I've contributed? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Send in your questions here or to info@yourfinancialpharmacist.com 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.

Mar 18, 2021 • 40min
YFP 195: How to Save for Your Child's Education
On this episode sponsored by IBERIABANK/First Horizon, Tim Baker and Tim Ulbrich talk through strategies for saving money for your children's college education. They discuss phases of planning for educational expenses, how to project how much to save, and various options for saving for kids' college including 529s, Coverdell Education Savings Accounts, UGMA and UTMA Accounts, and Roth IRAs. Mentioned on the Show Learn More About IBERIABANK/First Horizon's Pharmacist Home Loan and Start the Pre-Approval Process Register for Free Webinar: Investing for Beginners: Where to Put Your (Legal) Drug Money with Joe Baker, MBA Baker's Dirty Dozen: Principles for Financial Independence by Joe Baker, MBA with Lindsey Jordan Baker YFP Planning: Financial Planning for Pharmacists Book a Discovery Call with YFP Planning

Mar 15, 2021 • 10min
Ask a YFP CFP® #61: Should I consider investing in a REIT (real estate investment trust)?
Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from the YFP Facebook Group: Should I consider investing in a REIT (real estate investment trust)? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Join the YFP Facebook Group Real Estate RPh: Helping Pharmacists Navigate the World of Real Estate David Bright Send in your questions here or to info@yourfinancialpharmacist.com 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.

Mar 11, 2021 • 42min
YFP 194: How Karine Used Her Pharmacy Skills to Create a Successful Healthy Dessert Business
On this episode, sponsored by Insuring Income, Karine Wong, pharmacist, educator, and entrepreneur, joins Tim Ulbrich to talk about her journey starting My Guiltless Treats. Karine discusses how she uses her pharmacy skills in her entrepreneurial journey, how to determine whether or not a business idea is worth pursuing, why it is so important to have a clear purpose and vision, and why saying 'yes' is so crucial when starting and running your own business. Mentioned on the Show Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance My Guiltless Treats Call Me Doctor by K. Wong Don't Sit on Her! by Karine Wong Pharmacy Pearls Quiz App by Karine Wong Connect with Karine Wong on LinkedIn Connect with Karine Wong on Facebook Follow Karine Wong on Instagram @KarineWongPharmD Send Karine a Message

Mar 8, 2021 • 9min
Ask a YFP CFP® #60: What are the pros and cons of taking out a 401(k) loan for a down payment on a house?
Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Manish in San Francisco, California: What are the pros and cons of taking out a 401(k) loan for a down payment on a house? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Iberia Bank Home Loan: Get Pre-approved and Compare Multiple Lenders to Find the Home Loan That's Right For You Nate Hedrick. the Real Estate RPh YFP Real Estate Concierge Services Seven Figure Pharmacist by Tim Church, PharmD and Tim Ulbrich, PharmD Buy or Refi a Home Send in your questions here or to info@yourfinancialpharmacist.com 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.

Mar 4, 2021 • 25min
YFP 193: Building vs Buying a Home: What to Consider
On this episode, sponsored by Live Oak Bank, Nate Hedrick, the Real Estate RPh, joins Tim Ulbrich to discuss considerations for building vs. buying a home, the pros and cons of building, lending considerations when building a home, and common pitfalls when choosing to build a home. Mentioned on the Show Live Oak Bank: Loans and Financial Solutions for Pharmacies Buy or Refi a Home Real Estate RPh: Helping Pharmacists Navigate the World of Real Estate YFP 190: 7 Ways to Reduce Your Monthly Housing Costs 20 Questions to Ask if You're Building a Home YFP 191: 10 Common Mortgage Mistakes to Avoid Schedule a Call with Nate: YFP Real Estate Concierge Services


