Your Financial Pharmacist

Tim Ulbrich and Tim Baker
undefined
Jun 25, 2020 • 56min

YFP 158: How Building a Platform Can Unlock Opportunities

Mike Corvino, clinical pharmacist and creator of CorConsult Rx, joins Tim Church on this week's podcast episode to share his unique journey in pharmacy, how he built his side hustle, and how he's persevered through challenges along the way. Mentioned on the Show PolicyGenius - Shop for Life and Disability Insurance CorConsult Rx on Instagram CorConsult Rx Podcast RxRadio The ONE Thing: The Surprisingly Simple Truth Behind Extraordinary Results by Gary Keller Email Mike Corvino: mcorvino@corconsultrx.com CorConsult Rx CorConsult Rx on Facebook CorConsult Rx on LinkedIn CorConsult Rx on YouTube CorConsult Rx on Twitter Text CorConsult Rx at (415)-943-6116
undefined
Jun 22, 2020 • 11min

Ask a YFP CFP® #24: What is the best timing for contributions when doing a backdoor Roth IRA conversion?

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 Matt in Iowa: What is the best timing for contributions when doing a backdoor Roth IRA conversion? Mentioned on the Show: YFP Planning Why Most Pharmacists Should Do a Backdoor Roth IRA YFP 096: How to Do a Backdoor Roth IRA Book a Free Financial Planning Call with a YFP CFP® 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.
undefined
Jun 18, 2020 • 32min

YFP 157: Budgeting Through a Pandemic

Tom Arasz, a YFP team member that leads the Script Your Budget service for YFP financial planning clients, joins Tim Ulbrich on this week's episode. Tom talks about why the budget is so important, tips and tricks for effective budgeting and the spending and saving trends he has observed during the past few months with the COVID-19 pandemic. Mentioned on the Show YFP Planning
undefined
Jun 10, 2020 • 37min

YFP 156: Should You Refinance Your Student Loans Right Now?

Tim Church, YFP student loan guru, talks about all things student loan refinancing. Tim discusses what refinancing is, how it differs from consolidation, the benefits, the potential drawbacks, what to look for when choosing a company, and whether or not borrowers should refinance while the CARES Act is in place. Mentioned on the Show The Pharmacist's Guide to Conquering Student Loans by Tim Church, PharmD YFP 149: Crushing $400k of Debt in 5 Years YFP 150: New Book: The Pharmacist's Guide to Conquering Student Loans YFP 146: COVID-19 Financial Considerations YFP 153: COVID-19 & Student Loans: What's Next? YFP Facebook Group YFP Planning Your Financial Pharmacist YFP Calculators YFP Resources Better Business Bureau Refinance Your Student Loans YFP Refinance Calculator
undefined
Jun 4, 2020 • 31min

YFP 155: Why You Need Professional Liability Insurance

Tim Baker talks through what professional liability insurance is, why it's important, who needs it and what to look for when shopping for a policy. Mentioned on the Show Get Professional Liability Insurance with HPSO Seven Figure Pharmacist by Tim Church, PharmD and Tim Ulbrich, PharmD YFP Planning YFP 044: How to Determine Your Life Insurance Needs YFP 045: How to Determine Your Disability Insurance Needs
undefined
May 28, 2020 • 34min

YFP 154: Getting a Home Loan in a Pandemic

Tony Umholtz, a Mortgage Manager for IberiaBank, discusses the impact COVID-19 is having on the housing market, the current landscape for those purchasing or refinancing a home, and the role of the Professional Loan Program (aka the Doctor's Loan). Mentioned on the Show 5 Steps to Getting a Home Loan Apply for Pharmacist Home Loan with IberiaBank YFP 136: The Ins and Outs of a Pharmacist Home Loan w/ Tony Umholtz YFP Facebook Group Nate Hedrick, The Real Estate RPH
undefined
May 23, 2020 • 12min

Ask a YFP CFP® #23: Is my brokerage account portfolio allocated appropriately?

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 Eric in Hoffman Estates, Illinois: Is my brokerage account portfolio allocated appropriately? Mentioned on the Show: YFP Planning Book a Free Financial Planning Call with a YFP CFP® YFP 72: Investing Mind Tricks: How Behavioral Bias Affects Our Decisions YFP 73: How to Determine the Priority of Investing YFP 74: Evaluating Your 401k Plan YFP 75: DIY, Robo or Hire a Planner? YFP 76: Investing Rapid Fire Q&A 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.
undefined
May 21, 2020 • 32min

YFP 153: COVID-19 & Student Loans: What's Next?

Adam Minsky, an attorney devoted to helping student loan borrowers and a Senior Contributor to Forbes, joins Tim Ulbrich on today's episode. Adam talks about the student loan proposals that do and do not have momentum including The HEROES Act recently passed by the House, and what you should expect going forward as it relates to your own student loan repayment plan. Mentioned on the Show Take the Financial Fitness Test The Pharmacist's Guide to Conquering Student Loans by Tim Church, PharmD There Are Now Five Plans to Forgive Student Loans - How Do They Compare? by Adam S. Minsky, Esq. Student Loan Servicers are Dinging Credit Reports for The CARES Act Forbearance by Adam S. Minsky, Esq. AnnualCreditReport.com The HEROES Act Boston Student Loan Lawyer Follow Adam Minsky on Forbes Follow Adam Minsky on Twitter Connect with Adam Minsky on LinkedIn
undefined
May 17, 2020 • 9min

Ask a YFP CFP® #22: How do I consolidate retirement accounts?

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 Brad in Detroit, Michigan: How do I consolidate retirement accounts? Mentioned on the Show: YFP Planning Book a Free Financial Planning Call with a YFP CFP® 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.
undefined
May 14, 2020 • 25min

YFP 152: Living the Van Life During Residency

Rena Crawford, a PGY2 resident living in San Diego, California, joins Tim Ulbrich on the show. Rena took matters into her own hands after realizing how high the cost of living is in San Diego, especially on a resident's salary, and came up with a creative solution: to buy and renovate an old van for $7,000 and live in it. Rena dives into the details of living in a van, her dreams of attaining financial freedom, and the lessons she's learned along the way. Mentioned on the Show YFP Planning

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app