Scripted Wealth | Money & Meaning for Pharmacists

Nate Hedrick, PharmD, and David Bright, PharmD, MBA, BCACP, FAPhA, FCCP, your YFP Real Estate Investing Podcast hosts, discuss three key strategies for finding and managing cashflow with real estate investing. Key Points From This Episode A recap of the weekend with David and Nate each looking at new properties. Why the philosophy of 'set it and forget it' is a bad fit for their goals. Three key s...

Diamond Spratling, an impact-driven environmental health professional and non-profit leader, discusses her TEDx talk, The Secret to Clean Energy: Addressing The Root Causes of Energy Burden. Key Points From This Episode A warm introduction to today's guest, Diamond Spratling Diamond's educational and professional background.  How she got into doing the work that she's involved in today.  Her defin...

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 David in Michigan: Should I consider an adjustable rate mortgage for a real estate investment property? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP Real Estate Investing Podcas...

Tyler Dalton, PharmD, shares his real estate investing experience, how he purchased 10 houses in his first two years as a real estate investor, and how he continues to grow his portfolio toward the ultimate goal of replacing his pharmacy salary. Key Points From This Episode Tyler's background: how he got into both pharmacy and real estate.  Why he chose real estate and his passion for it.  How our...

Kristen & Nate Hedrick to discuss their journey in paying off $250k of student loan debt, their motivation and why for aggressively paying off the debt, and the role a side hustle and real estate investing played to help them achieve their goal. Key Points From This Episode Kristen's background, how she ended up in pharmacy, and what she's doing now. What their student loan debt looked like at its...

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 Kayla in New Orleans, Louisiana: Should I refinance my federal student loans with the possibility of some student loan cancellation happening? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Pl...

Nate Hedrick, PharmD, and David Bright, PharmD, MBA, BCACP, FAPhA, FCCP, your YFP Real Estate Investing Podcast hosts, unpack the process of purchasing real estate remotely. Key Points From This Episode A quick recap of Nate's current property dilemma: Flip or rent.  The different processes of purchasing a rental property versus a primary residence. How to act quickly on a property that is outside...

YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP® is joined by YFP Planning Lead Planners, Kelly Reddy-Heffner, CFP®, CSLP®, CDFA®, and Robert Lopez, CFP® to walk you through a financial planning case study on planning for retirement, saving for kids' college, and paying off debt. Key Points From This Episode Getting to know Fiona and Rob Anderson.  The home, work, and financi...

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 the Fritsches in Troutdale, OR: How do we build wealth after paying off our student loans? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP Tax Send in your questions  here  or to ...

Blake Johnson, PharmD, and Zac Hendricks return to the YFP Real Estate Investing Podcast to discuss their investment strategy and how they manage risk in a changing real estate market by returning to the fundamentals.  Key Points From This Episode A welcome back to Blake and Zac. An overview of the guests, their careers, and their real estate background.  Looking at the changes in the market over...

Robin Hauser, an award-winning director and producer, talks about her most recent documentary, $avvy, which explores why it's critical for women to understand and take control of their personal finances. Key Points From This Episode Robin's real-world example of unconscious bias.  The gender-based stereotypes surrounding finances.  How day-to-day and long-term financial planning responsibilities d...

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 Rachel in Spartanburg, SC: What options do I have if I am on FMLA leave for an extended period of time without income? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning Send in your ques...

Nate Hedrick, PharmD, and David Bright, PharmD, MBA, BCACP, FAPhA, FCCP, your YFP Real Estate Investing Podcast hosts, discuss how to decide whether to keep or sell a rental property in a hot real estate market. Key Points From This Episode The necessary discussions to have when ending a rehabilitation project. How a fluctuating market changes our decisions. Why you should be careful and methodica...

Megan Freeland, PharmD, talks about her career path in medical writing, the types of health content writing that might interest pharmacists, and how she created the Health Professionals to Health Writers program. Key Points From This Episode Understanding Megan Freeland's career by looking at her interests and background in pharmacy. How to apply knowledge and experience in pharmacy to the public...

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 Carol in Missoula, MT: How and when should I make extra payments on my student loans? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning Learn More About Our 1:1 Student Loan Analysis wit...

Marissa Deuel, PharmD, shares her experience in the first cohort of the None to One Group Coaching Program and her successful approach to investing in real estate. Key Points From This Episode An introduction to today's guest, Marissa Deuel. Marissa's pharmaceutical background and her connection to the hosts.  The motivation behind Marissa's property investment. The clear criteria to filter throug...

Tony Umholtz talks through how to determine how much home you can afford. Key Points From This Episode An overview of today's guest, Tony Umholtz. How the real estate purchase market has not slowed down but refinancing has.  Why we are in a seller's market.  What rate hikes mean and the impact they have on mortgage rates.  The impact inflation will have on rates.  Why locking as soon as possible i...

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 Jordan in Columbus, Ohio: How can I balance home buying with student loans? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning Your Financial Pharmacist: Home Buying Three Strategies for...

Tony Guerra, MHCI, PharmD discusses how he has built his real estate investment portfolio and how he is using those investments to build generational wealth.  Key Points From This Episode Tony's professional background as a pharmacist. What motivated Tony to begin investing in real estate. Learn the value of intergenerational wealth and knowledge. What Tony's approach ultimately aims to achieve th...

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...

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...

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....

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 T...

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: H...

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...