Scripted Wealth | Money & Meaning for Pharmacists

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 Kim in Columbus, Ohio: How do I find an HSA with low fees and good investment options? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists United States Office of Personnel Management Best Health Savings Account (HSA) Providers Lively: The Mo...

Managed care pharmacist Mariah Pierce shares her real estate story detailing her house-hacking experience and how she gets paid to live in her home with short-term room rentals.   Key Points From This Episode Mariah's educational background and the work she is currently doing. The lifelong dream Mariah had of owning her own home.  What has driven Mariah's interest in personal finance. Money that M...

Entrepreneur and pharmacist, Chris Cozzolino , talks about his journey building several businesses as a recent graduate.  Key Points From This Episode Chris shares what drew him into the profession, and the freedom of remote working.  Reflecting on Chris's non-traditional career path, and building something impactful. How social media is a fascinating concept of reaching so many people at once.  H...

Kirby Atwell discusses real estate investing with intentionality, aligning your personal and real estate goals. Mentioned on the Show Living Off Rentals Podcast VA Homeless Programs - HUD-VASH Eligibility Green Vet Homes National Real Estate Investors Association Traction: Get a Grip on Your Business by Gino Wickman Living Off Rentals Watch the Webinar: 3 Main Steps to Buying and Setting Up a High...

Tim Baker talks about his recent decision to buy a depreciating asset, how his journey becoming a Registered Life Planner® (RLP®) impacted his decision, and how he coaches clients considering big financial purchases. Mentioned on the Show YFP Planning: Financial Planning for Pharmacists Book a free Discovery Call with YFP Planning GoodRx: Nominate Your Favorite Pharmacy Professional YFP 001: The G...

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 the YFP Facebook Group: How can I decide if pursuing PSLF will be beneficial for me at this point in my payoff journey? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists Join the YFP Facebook Group Ask a YFP CFP® #88: What do I need to know...

Nate Hedrick and David Bright discuss the topic of tenant selection and whether or not to rent to tenants with pets.  Mentioned on the Show Join the YFP Facebook Group Join the YFP Real Estate Investing Facebook Group BiggerPockets Every Landlord's Legal Guide by Marcia Stewart, Janet Portment, Attorney, and Ann O'Connell, Attorney National Association of Independent Landlords National Real Estate...

Dr. Christine Manukyan discusses her why for leaving her career in hospital pharmacy administration, her business in functional medicine, and how bold goal setting has contributed to her success.  Mentioned on the Show Functional Medicine Business Academy STORRIE Podcast YFP Planning: Financial Planning for Pharmacists Book a free Discovery Call with YFP Planning Create a Comprehensive Estate Plan...

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 Kelsey in Omaha, Nebraska: How do I move my investment accounts from my financial advisor to managing them myself? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists Nuts and Bolts to Hiring a Financial Planner Schedule a free Discovery Call...

Osama Emara shares his real estate investing experience and how and why he earned real estate broker and mortgage loan originator credentials.  Mentioned on the Show BiggerPockets Podcasts BiggerPockets Books BiggerPockets Forums Email Osama Emara at osama@voyageproperties.org Connect with Osama Emara on Facebook YFP Real Estate Investing Join the YFP Real Estate Investing Facebook Group

Tim Baker, YFP Co-founder and YFP Planning Director of Financial Planning, joins Tim Ulbrich to talk about open enrollment and evaluating employer benefits. Tim and Tim dig into: Considerations for choosing a health insurance plan How to determine whether or not your employer-provided life and disability insurance is sufficient (one of the most common questions we get) Understanding the difference...

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 the YFP Facebook Group: What do I need to know about the recent PSLF changes? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists Join the YFP Facebook Group Public Service Loan Forgiveness Limited Waiver Opportunity Learn More About Our 1:1...

Mason Goodman and Senate Eskridge share about their real estate investing partnership, how limited partnerships, general partnerships, and syndication deals work, and how busy pharmacists can get involved in real estate through passive investing opportunities. Mentioned on the Show YFP Real Estate Investing 024: Investing in Apartment Buildings YFP Real Estate Investing 021: Setting Your Mindset f...

Sachin Duggal discusses his career journey, how and why he aggressively paid off $100k in debt, and trends in pharmacy education and practice in Canada. Mentioned on the Show Create a Comprehensive Estate Plan with Thoughtful Wills Register for the "How to Get Started in Real Estate Investing" Webinar on October 12, 2021 at 8:30 PM ET YFP Real Estate Investing Podcast BiggerPockets Connect with Sa...

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 the YFP Facebook Group: Can I roll my old 401(k) over to a 403(b) or IRA? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists Join the YFP Facebook Group YFP 208: Why Minimizing Fees On Your Investments Is So Important Schedule a free Discove...

Nate Hedrick and David Bright discuss the pros and cons of owning single-family vs. multi-family rentals in various markets.   Mentioned on the Show YFP Real Estate Investing 14: Protecting Your Investments Register for the "How to Get Started in Real Estate Investing" Webinar on October 12, 2021, at 8:30 PM ET APhA Live Education Offerings Join the YFP Real Estate Investing Facebook Group YFP Rea...

Jacob and Michaela Soppe discuss their home buying journey in the current real estate market.  Mentioned on the Show Join APhA - Get 25% Off Your Membership with Code: YFP Real Estate RPh: Helping Pharmacists Navigate the World of Real Estate YFP Real Estate Investing Podcast Book a Free Call with Nate Hedrick YFP Real Estate Concierge Service YFP 064: 6 Steps to Home Buying (Part 1) YFP 065: 6 St...

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 Julia in Wilmington, Delaware: Should I consolidate my student loans if I'm pursuing PSLF? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists The Pharmacist's Guide to Conquering Student Loans by Tim Church, PharmD Learn More About Our 1:1 S...

Savannah Arroyo, "The Networth Nurse," discusses real estate syndication and shares advice on overcoming common investing obstacles.  Mentioned on the Show Join the YFP Real Estate Investing Facebook Group Connect with Savannah Arroyo on LinkedIn YFP Real Estate Investing 21: Setting Your Mindset for Success with Ketan Patel My First Year Investing In Real Estate - Overcoming Limiting Beliefs Inve...

Estate planning attorneys, Notesong Thomson and Nathan Kavlie, discuss estate planning and its importance in the financial plan. Mentioned on the Show Create a Comprehensive Estate Plan with Thoughtful Wills Delivering Happiness: A Path to Profits, Passion, and Purpose by Tony Hsieh YFP 108: How to Effectively Talk with Mom & Dad About Their Finances

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 Lucas in Louisville, Kentucky: How can I maximize the tax benefits of donor advised funds? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists XY Planning Network Fidelity Charitable Vanguard Charitable Schwab Charitable Send in your question...

Samantha Odem shares her real estate story, how she got into flipping, and the mindset that keeps her going. Mentioned on the Show YFP Real Estate Investing 03: Running the Rental Numbers with Blake and Zac YFP Real Estate Concierge Service Email Samantha Odem: samu24sd@yahoo.com Join the YFP Real Estate Investing Facebook Group YFP Real Estate Investing    

Michelle Lamb discusses her journey towards achieving FIRE (Financial Independence, Retire Early). Mentioned on the Show Create a Comprehensive Estate Plan with Thoughtful Wills Order Your Copy of FIRE Rx: The Pharmacist's Guide to Financial Independence by Jeff Keimer, PharmD and Get 10% Off With Code: INVESTRX YFP 188: Playing with FIRE: An Interview with Scott Rieckens Playing with FIRE: How Fa...

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 Andrea in Olathe, Kansas: What can I do about the fees on my HSA account? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists Lively TD Ameritrade YFP 165: The Power of a Health Savings Account Why I'm Not Using My Health Savings Account to P...

Nate Hedrick and David Bright discuss off-market real estate purchasing.  Mentioned on the Show Join the YFP Real Estate Investing Facebook Group BiggerPockets YFP Real Estate Investing 13: The Power of Partnerships National Real Estate Investors Association: Find a REIA YFP Real Estate Investing 08: Ten Terms for Today's Market YFP Real Estate Investing