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 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

Kelly Reddy-Heffner talks about how those with student loans should be calculating their next moves considering the most recent extension of the administrative forbearance through January 2022. Mentioned on the Show Learn More About Our 1:1 Student Loan Analysis with a CFP® YFP Planning: Financial Planning for Pharmacists Register for the Free Webinar: Side Hustling: Extra Ways to Make Money as a...

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: Is there such a thing as a financial advisor that doesn't have a stake in another company? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists Join the YFP Facebook Group Nuts and Bolts to Hiring a Financial Planner Sc...

Ketan Patel discusses mindset and an overview of syndication in real estate. Episode Summary Even though it is the cornerstone to success, mindset is often overlooked. We do not realize how much our limiting beliefs are holding us back from getting started in real estate or taking the next step. Ketan Patel, a pharmacist, turned full-time real estate investor and High-Performance Real Estate Coach...

Alex Barker talks about why pharmacists should negotiate their salary and benefits, benefits of negotiation, and 2 negotiation tips. Mentioned on the Show YFP Planning: Financial Planning for Pharmacists Book a free Discovery Call with YFP Planning Get Your Free Copy of A Pharmacist's Guide to Salary and Benefit Negotiation by Email: support@thehappypharmd.com YFP 205: Current State of the Pharmac...

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 Abby in Wisconsin: What are my best options for mortgage loans as a first-time homebuyer? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists Truth in Lending Act YFP 162: Credit 101 5 Steps to Getting a Home Loan YFP Mortgage Calculator Send...

Nate Hedrick and David Bright discuss the rapid appreciation that some investors are seeing in their markets and some lessons learned from CPAs. Mentioned on the Show YFP Real Estate Investing 18: Tax Strategies for Real Estate Investing Join the YFP Real Estate Investing Facebook Group The Book on Tax Strategies for the Savvy Real Estate Investor: Powerful techniques anyone can use to deduct more...

Dr. Marina Buksov discusses her entrepreneurial journey in natural remedies and clinical herbalism.  Mentioned on the Show Take the Financial Fitness Test Dr. Marina Buksov: Holistic Nutritionist, Clinical Herbalist YFP Planning: Financial Planning for Pharmacists Connect with Marina Buksov on Facebook Connect with RawFork on Facebook Follow Marina Buksov on Instagram: @drmarinabuksov Follow Marin...

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 high yield savings accounts have the best interest rates? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists Join the YFP Facebook Group Ally Savings Accounts Marcus: by Goldman Sachs High Yield Savings Capital O...

Nate Hedrick and David Bright discuss common investing hurdles in today's market.  Mentioned on the Show YFP Real Estate Investing 15: Long-Distance Rental Property Investing YFP Real Estate Investing 04: How (and WHY) One Pharmacist Got Started in Real Estate Investing YFP Real Estate Concierge Service YFP Real Estate Investing 03: Running the Rental Numbers with Blake and Zac Every Landlord's Le...

Kelley Carlstrom shares how she has leveraged her clinical expertise to make oncology specialty training more accessible. Mentioned on the Show GoodRx: Get the Exclusive Report on the Current State of the Pharmacy Profession KelleyCPharmD Enjoy Learning Oncology (ELO) Courses Medipreneurs Summit  Start: Punch Fear in the Face, Escape Average, and Do Work That Matters by John Acuff Connect with Kel...

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 Jennifer in Nashville, Tennessee: Should I sell my house to pay off my student loans? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists Bankrate Send in your questions  here  or to  info@ yourfinancialpharmacist.com Disclaimer:  This podcas...

Amanda Han and Matt MacFarland discuss tax strategies for real estate investing.  Mentioned on the Show The Book on Tax Strategies for the Savvy Real Estate Investor: Powerful techniques anyone can use to deduct more, invest smarter, and pay far less to the IRS! by Amanda Han and Matthew MacFarland Money Magazine The Book on Tax Strategies for the Savvy Real Estate Investor: Amanda Han & Matthew M...

Tony Umholtz discusses common credit blunders when buying a home. Mentioned on the Show Learn More About IBERIABANK/First Horizon's Pharmacist Home Loan and Start the Pre-Approval Process 5 Steps to Getting a Home Loan YFP 204: The Current State of Buying, Selling, and Refinancing a Home YFP 191: 10 Common Mortgage Mistakes to Avoid Equifax TransUnion Experian YFP 162: Credit 101 AnnualCreditRepor...

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 move funds in my Traditional IRA to a Roth IRA regardless of how much I'm earning? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists Join the YFP Facebook Group  YFP 096: How to do a Backdoor Roth IRA Book a fr...

Frank Macias discusses his experience with building a rental property from the ground up.  Mentioned on the Show YFP Real Estate Concierge Service Register for the Next APhA/YFP Webinar Bigger Pockets Podcast Join the YFP Real Estate Investing Facebook Group YFP Rental Property Calculator Rentometer Avail: Free Landlord Software The Ramsey Show Your Financial Pharmacist Podcast Retire Early with R...

Rachel Cruze discusses her new book, Know Yourself, Know Your Money. Mentioned on the Show YFP Planning: Financial Planning for Pharmacists The Rachel Cruze Show Know Yourself, Know Your Money by Rachel Cruze Dave Ramsey's 7 Baby Steps Ramsey Solutions RachelCruze.com Follow Rachel Cruze on Instagram: @rachelcruze Connect with Rachel Cruze on Facebook  Subscribe to The Rachel Cruze Show on Youtube...

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 Becca in Phoenix, Arizona: What are the pros and cons of refinancing my student loans? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists YFP Student Loan Refinancing Send in your questions  here  or to  info@ yourfinancialpharmacist.com Dis...