Scripted Wealth | Money & Meaning for Pharmacists

Dr. Jodi Nishida shares what significant health event led her to a keto-based diet, why she saw an opportunity to launch her business and keto-based practice, and lessons she's learned through helping over 1500 patients with medically-guided keto.  Links Mentioned in Today's Episode YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP 134: One Coupl...

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 YFP Community: Can I invest in real estate while pursuing Public Service Loan Forgiveness (PSLF)? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP Real Estate Investing Podcast...

Nate Hedrick, PharmD, and David Bright, PharmD, MBA, BCACP, FAPhA, FCCP, break down loan types, discuss loan strategy, and cover key loan terminology for pharmacist real estate investors. Links Mentioned in Today's Episode YFP Real Estate Investing 62: Revisiting Fundamentals in a Changing Real Estate Market Ask a YFP CFP® #121: Should I consider an adjustable rate mortgage for a real estate inves...

YFP Co-Founder & CEO, Tim Ulbrich, PharmD, shares ten lessons he has learned on his journey from employee to entrepreneur.  Links Mentioned in Today's Episode Register for the YFP Employee to Entrepreneur Virtual Summit Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance I Was a Confused, Trapped Pharmacist Living Paycheck to Paycheck Seven Figure Pharmacist: How to Maximi...

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 Justin in Nassau County, NY: What options do I have for investing for retirement if I'm categorized as a 'Highly Compensated Employee'? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning...

YFP Planning Lead Planner, Robert Lopez, CFP®, discusses prioritizing your financial goals to include real estate investing, ways for pharmacists to invest in real estate without owning a rental property, and questions you should be asking yourself and your financial planner before purchasing an investment property.   Links Mentioned in Today's Episode YFP 262: How Two Pharmacists Paid Off $250k o...

Dr. Alexis Miller talks about graduating from pharmacy school debt-free because of her service to our country, by joining the Army in 2017. She shares why she decided to join the Army while in pharmacy school, the ins and outs of the GI Bill and tuition assistance, and how she plans to apply her pharmacy knowledge to her role in the Army. Links Mentioned in Today's Episode YFP Planning: Financial...

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 Marisa in Bluffton, SC: Should I use the equity from our primary residence to pay off high interest debt? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning Send in your questions  here  ...

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...