Your Financial Pharmacist

Ryan Chaw, clinical pharmacist and real estate investor, joins Tim Ulbrich on the show. They talk about how Ryan was able to accelerate his financial goals through real estate investing and how he went from zero rentals and zero rental income to $10,755 per month from 18 tenants in four years. Mentioned on the Show YFP Fellowship - Apply Today! Seven Figure Pharmacist by Tim Ulbrich, PharmD and Tim Church, PharmD BiggerPockets BiggerPockets Real Estate Investing Podcast How to Invest in Real Estate: The Ultimate Beginner's Guide to Getting Started by Brandon Turner The Millionaire Real Estate Investor by Gary Keller Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not by Robert Kiyosaki Think and Grow Rich by Napoleon Hill Miracle Morning: The Not-So-Obvious Secret Guaranteed to Transform Your Life (Before 8 AM) by Hal Elrod Newbie Real Estate Investing Join Ryan Chaw's Facebook Group

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 Brandon in Bountiful, Utah: When should I hire a CPA or EA to file my taxes? Mentioned on the Show: YFP Planning SECURE Act YFP 070: Pre-Planning for Tax Season File Your Taxes with YFP 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.

Nate Hedrick, the Real Estate RPh, joins Tim Ulbrich to talk about all things mortgage refinancing. They talk about what it is, how to qualify, the costs associated with refinancing a mortgage, how to determine the break even point and how Nate recently evaluated his own mortgage refinance. Mentioned on the Show Compare Mortgage Refinance Lenders with Credible Real Estate RPh YFP Facebook Group YFP 064: 6 Steps to Home Buying (Part 1) w/ Nate Hedrick YFP 065: 6 Steps to Home Buying (Part 2) w/ Nate Hedrick Refinance Your Mortgage - Compare Multiple Lenders with Credible Life and Disability Insurance for Pharmacists YFP Planning YFP Real Estate Concierge Service

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 Andrea in Olathe, Kansas: What should I do after my term life insurance policy ends? Mentioned on the Show: YFP Planning YFP 010: Is Whole Life Insurance a Good Investment Strategy for College Savings? YFP 044: How to Determine Your Life Insurance Needs Protect Your Income: Compare Top Term Life Insurance Policies 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.

Tim Baker, our own fee-only CERTIFIED FINANCIAL PLANNER™, joins Tim Ulbrich to talk about key retirement and tax numbers for 2020 and the SECURE Act. Mentioned on the Show 2020 Key Retirement Tax Numbers to Know - Download the Free Guide Send in Ask a YFP CFP® questions here or to info@yourfinancialpharmacist.com APhA2020 YFP 072: Investing Mind Tricks: How Behavioral Bias Affects Our Decisions YFP 073: How to Determine the Priority of Investing YFP 074: Evaluating Your 401(k) Plan YFP 075: DIY, Robo or Hire a Planner? YFP 076: Investing Rapid Fire Q&A YFP 096: How to Do a Backdoor Roth IRA w/ Christina Slavonik 2020 Contribution Limits for 401(k), 403(b), Most 457 plans, & TSP 2020 IRA Contribution Limits YFP 019: How Do Health Savings Accounts (HSA) Fit into a Financial Plan? TD Ameritrade: Retirement Changes Coming, Courtesy of the SECURE Act: 5 Things You Should Know YFP Planning 401(k) Calculator

Diana Isaacs joins Tim Church on this side hustle edition to talk about her journey in becoming an expert in diabetes and how she has been able to monetize her clinical expertise through speaking engagements, advisory boards, consulting projects and CE articles. Mentioned on the Show Refinance Your Student Loans AADE (American Association of Diabetes Educators) American Diabetes Association Outliers: The Story of Success by Malcolm Gladwell Pharmacy Times Power-Pak CE Email Diana Isaacs: dianamisaacs@gmail.com Follow Diana on Twitter

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 Ryan in Johnson City, Tennessee: How do I calculate my take home pay when contributing to retirement funds? Mentioned on the Show: YFP Planning SmartAsset Federal Paycheck Calculator Episode 018: Maximizing the Benefits of Public Service Loan Forgiveness Episode 078: Is Pursuing the Public Service Loan Forgiveness Program a Waste of Time? 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.

Tony Umholtz, a Mortgage Branch Manager for IberiaBank, joins Tim Ulbrich on the show. They discuss the considerations for financing a home purchase, the biggest mistakes people make when applying for lending, and a variety of lending options available to pharmacists including the Professional Loan Program (aka Doctor's Loan). Mentioned on the Show 5 Steps to Getting a Home Loan YFP 40: 10 Things Every Pharmacist Should Know About Home Buying (Part 2) w/ Nate Hedrick YFP 41: 10 Things Every Pharmacist Should Know About Home Buying (Part 2) w/ Nate Hedrick YFP 64: 6 Steps to Home Buying (Part 1) w/ Nate Hedrick YFP 65: 6 Steps to Home Buying (Part 2) w/ Nate Hedrick Freddie Mac Primary Mortgage Market Survey Professional Mortgage Home Loan for Pharmacists Apply for Professional Mortgage Home Loan for Pharmacists Contact Tony: tony.umholtz@iberiabank.com

Ask a YFP CFP® #10: How do I cope with the financial pressures of student loan debt while looking for a job? 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 Emily: How do I cope with the financial pressures of student loan debt while looking for a job? Mentioned on the Show: YFP Planning YFP 115: Financial Considerations for Job Loss or Reduced Hours Refinance Your Student Loans YFP 116: Transforming Your Life and Career Through Networking 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.

Dr. Jessica Louie shares about her journey being trained as a critical care pharmacist, how she quickly found herself burned out, how the KonMari method helped her and how she applied the KonMari method to her financial plan on this week's podcast. These small intentional daily steps led to big changes in her financial plan including being completely debt free and having over 6 figures in savings. Mentioned on the Show YFP Planning YFP 086:How to Spark Joy as an Entrepreneur w/ Jessica Louie Clarify Simplify Align The Burnout Doctor Podcast Tidying Up with Marie Kondo on Netflix Start with Why: How Great Leaders Inspire Everyone to Take Action by Simon Sinek How to Apply the KonMari Method to Finances / Kakeibo Free Kakeibo Tracking Sheet The Joy of Missing Out: Live More by Doing Less by Tonya Dalton Work with Jessica Connect with Jessica on LinkedIn Connect with Jessica on Instagram Connect with Jessica on Facebook