Your Financial Pharmacist

Tim Ulbrich and Tim Baker
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Apr 2, 2020 • 1h 27min

YFP 146: COVID-19: Financial Considerations

Things are changing on a daily basis secondary to COVID-19. In these unprecedented times, there are a lot of financial concerns people are likely having. On this episode sponsored by APhA, Tim Baker, CFP® answers questions about investing, the uncertainty of work and student loans. Mentioned on the Show Join APhA - Get 25% off Your Membership with Code: YFP2020 YFP Planning CARES Act APhA & YFP: Financial Education Ally Bank YFP 072: Investing Mind Tricks: How Behavioral Bias Affects our Decisions YFP 073: How to Determine the Priority of Investing YFP 074: Evaluating Your 401k Plan YFP 075: DIY, Robo or Hire a Planner? YFP 076: Investing Rapid Fire Q&A Seven Figure Pharmacist by Tim Church and Tim Ulbrich The Index Revolution: Why Investors Should Join it Now by Charles D. Ellis and Burton G. Malkiel MONEY Master the Game: 7 Steps to Financial Freedom by Tony Robbins APhA & YFP Webinars CIT Bank File Your Taxes with YFP YFP Facebook Group NSLDS Refinance Your Student Loans YFP 018: Maximizing the Benefits of Public Service Loan Forgiveness YFP 078: Is Pursuing the Public Service Loan Forgiveness Program a Waste? YFP 114: Presidential Candidates' Plans for Student Loan Forgiveness w/ Richard Waithe, PharmD Ask a YFP CFP® a Question
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Mar 27, 2020 • 14min

Special Update: Senate Stimulus Bill

On this bonus episode, Tim Ulbrich and Robert Lopez, CFP® dig into the stimulus bill which was passed by the Senate on March 25. Although it's not a done deal yet, Robert and Tim discuss how six months of not paying on direct federal student loans could affect your financial game plan and what you need to know about the stimulus checks. Mentioned on the Show: File Your Taxes with YFP YFP Planning
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Mar 26, 2020 • 48min

YFP 145: How Samm Built DocStation to Increase Value-Based Care

Samm Anderegg is on a mission to fix healthcare through his company DocStation. DocStation a software platform for healthcare teams, enabling pharmacists to provide value-based care to patients. Samm talks about his shift from a traditional career path to starting his own company and how his work with DocStation aligns with his vision for the future of pharmacy practice. Mentioned on the Show Refinance Your Student Loans DocStation The Pitch Techstars PillPack Ohio Pharmacists Association Crossing the Chasm: Marketing and Selling High-Tech Products to Mainstream Customers by Geoffrey A. Moore and Regis McKenna Behind the Cloud: The Untold Story of How Salesforce.com Went from Idea to Billion-Dollar Company-and Revolutionized an Industry by Marc Benioff and Carlye Adler Good to Great: Why Some Companies Make the Leap and Others Don't by Jim Collins The Hard Thing About Hard Things: Building a Business When There are No Easy Answers by Ben Horowitz Get Started with DocStation Connect with Samm on LinkedIn Follow Samm on Twitter Connect with DocStation on LinkedIn Follow DocStation on Twitter Follow DocStation on Facebook
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Mar 20, 2020 • 32min

YFP 144: How Two Pharmacists Paid Off $214k of Student Loans in 17 Months

Levi Ellison, PharmD, shares how he and his wife paid off $214,594.55 of student loans over 17 months. Levi talks about the motivations behind such an aggressive repayment strategy, how they were able to do it and what they hope to accomplish now that they are debt free. Mentioned on the Show PolicyGenius Total Money Makeover by Dave Ramsey EveryDollar I Will Teach You to Be Rich by Ramit Sethi Compass Money Map Financial Peace University
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Mar 12, 2020 • 56min

YFP 143: How Using Your Creativity Can Spark a Six-Figure Business

Stephanie Roberts, PharmD joins Tim Church to share how she went from full-time pharmacist to full-time mixed media artist after an Instagram influencer shared her pill petri art and made it go viral. Mentioned on the Show Credible Mortgage Refinance Art by Stephanie on Instagram Win Stephanie's Art: Your Financial Pharmacist on Instagram Eli Lilly Justin Gaffrey Things I Bought and Liked
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Mar 9, 2020 • 9min

Ask a YFP CFP® #16: What should I do with the extra money I have each month after paying off a home loan?

Welcome to Ask a YFP CFP®, a new segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Sarah in Milton, West Virginia: What should I do with the extra money I have each month after paying off a home loan? Mentioned on the Show: YFP Planning Refinance Your Student Loans CommonBond First Republic Student Loan Refinance Table Refinance Your Mortgage 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.
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Mar 5, 2020 • 43min

YFP 142: Scripting Your Dream Career with Dr. Adam Martin

Dr. Adam Martin joins Tim Ulbrich on the show to discuss his most recent book 'Gen-Z Pharmacist: Dominate Pharmacy School & Script Your Dream Career'. Mentioned on the Show Refinance Your Student Loans The Fit Pharmacist Healthcare Podcast Gen-Z Pharmacist: Dominate Pharmacy School & Script Your Dream Career by Dr. Adam Martin Follow The Fit Pharmacist on Instagram Law of Attraction: The Science of Attracting More of What You Want and Less of What You Don't by Michael J. Losier YFP 091: How to Become a Fit Pharmacist w/ Dr. Adam Martin Rx You! The Pharmacist's Survival Guide to Managing Stress & Fitting In Fitness by Dr. Adam Martin Seven Figure Pharmacist by Dr. Tim Ulbrich and Dr. Tim Church Seth Godin YFP 116: Transforming Your Life and Career Through Networking w/ David Burkus The Compound Effect by Darren Hardy Ohio Pharmacist Association Annual Conference, April 3-5, 2020 Follow The Fit Pharmacist on Facebook
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Mar 3, 2020 • 7min

Ask a YFP CFP® #15: What advice do you have for first-generation college students who want to build wealth but also have families that depend on them to contribute financially?

Welcome to Ask a YFP CFP®, a new segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Maria: What advice do you have for first-generation college students who want to build wealth but also have families that depend on them to contribute financially? Mentioned on the Show: YFP Planning AACP Graduating Student Survey: 2019 National Report YFP 108: How to Effectively Talk With Mom and Dad About Their Finances with Cameron Huddleston Mom and Dad, We Need to Talk: How to Have Essential Conversations with Your Parents About Their Finances by Cameron Huddleston 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.
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Feb 26, 2020 • 26min

YFP 141: How to Not Wreck Your Marriage Because of Student Loans

Steven Chung, tax attorney, joins Tim Ulbrich to discuss about a recent article he published titled 'Student Loans Can Be the Homewrecker in A Marriage.' Steven also talks about tax considerations as it relates to couples and why it's so important to communicate this information. Mentioned on the Show YFP Fellowship - Virtual Group Financial Planning Student Loans Can Be the Homewrecker in A Marriage by Steven Chung Refinance Your Student Loans Trump's Bid to End Public Service Loan Forgiveness Could Mean 'Major Life Changes' for Some Student Loan Borrowers by Elisabeth Buchwald Mike Meru Has $1 Million in Student Loans. How did that happen? by Josh Mitchell Above the Law Connect with Steven Chung on Twitter Connect with Steven Chung on LinkedIn Call Steven Chung: (818) 925-4699 Email Steven Chung: steven@stevenchung.biz
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Feb 24, 2020 • 7min

Ask a YFP CFP® #14: How much should I withhold from my paycheck?

Ask a YFP CFP® #14: How much should I withhold from my paycheck? Welcome to Ask a YFP CFP®, a new segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from James in Atlanta, Georgia: How much should I withhold from my paycheck? Mentioned on the Show: YFP Planning IRS Tax Withholding Calculator SmartAsset Paycheck Calculator File Your Taxes with YFP's Enrolled Agent 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.

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