Scripted Wealth | Money & Meaning for Pharmacists

On Episode 054 of the Your Financial Pharmacist Podcast, Tim Ulbrich, PharmD interviews YFP team member, owner of Script Financial and fee-only Certified Financial Planner, Tim Baker about why he left his old financial planning firm in 2016 to start Script Financial. Script Financial is a financial planning firm dedicated to helping pharmacists meet their financial goals. Tim & Tim talk through wh...

On Episode 053 of the Your Financial Pharmacist Podcast, YFP team member Tim Ulbrich interviews Dr. Tony Guerra, an author, podcaster, entrepreneur, real-estate investor, educator and father to triplet girls that has an incredible story to share going from financial ignorance to financial independence. Tony talks about his financial journey, his various business ventures, and how and when his mind...

On Episode 52 of the Your Financial Pharmacist Podcast, YFP Team Member Tim Ulbrich walks through 5 steps that you should take to crush your student loans. More specifically, these 5 steps will help you begin to develop a payoff strategy and plan that is best for your personal situation. This episode is filled with lots of action steps that have been summarized in the YFP Student Loan Quick Start...

On Episode 51 of the Your Financial Pharmacist Podcast, YFP Team Member Tim Baker, CFP talks the 8 things to do or avoid to evade financial purgatory after graduating from pharmacy school. Behavioral Financial - Be On Your Best Behavior Goal Setting - Know Where You Want to Go I'm Bringing Budgets Back Have A Plan For Your Debt - Enroll In Our Student Loan Course Emergency Fund (Get It Started) Ma...

In celebration of the 50th episode of the Your Financial Pharmacist Podcast, we have a special Debt Free Theme Hour for you where we interview Jill & Sylvain Paslier about their journey paying off $197,000 of student loan debt in 28 months. They share how they practically accomplished this goal, their strategy for working together to knock out this debt and what is next up for their financial futu...

On this Ask Tim & Tim episode of the Your Financial Pharmacist Podcast, we take a listener question from Michael in Columbus, OH that has stimulated lots of conversation and debate in the YFP Facebook Group…'should I pay off my house early or would I be better off refinancing, extending the term and investing the difference?' If you have a question you would like to have featured on the show, shoo...

On Episode 48 of the Your Financial Pharmacist Podcast we spotlight Dalton Fabian, a soon to be pharmacy graduate from the Drake University College of Pharmacy & Health Sciences. We ask Dalton about his current financial situation and help him think through how he and his wife can prioritize multiple competing financial priorities when making the transition from student to new practitioner. About...

On Episode 47 of the Your Financial Pharmacist Podcast, YFP Founder Tim Ulbrich, PharmD talks about the best practices for car buying and how to ensure car buying doesn't get in the way of achieving other financial goals. In addition to Tim sharing his own tips and experiences, car buying recommendations from the YFP community are shared throughout the show. Mentioned on the Show Experian State of...

On Episode 46 of the Your Financial Pharmacist Podcast, YFP team members Tim Church, PharmD, BCACP, CDE and Tim Ulbrich, PharmD tackle the most common mistakes that pharmacists make with their student loans. Whether you are a student pharmacist or a practitioner in active repayment, this episode will help you avoid the common pitfalls surrounding student loan repayment.

On Episode 45 of the Your Financial Pharmacist Podcast, YFP team member Tim Church and Certified Financial Planner Tim Baker discuss some of the key features of disability insurance and walk through how to get the right coverage. PolicyGenius Several reputable companies offer disability insurance but it can take a lot of time and energy to get multiple quotes. YFP has partnered with Policygenius,...

On Episode 44 of the Your Financial Pharmacist Podcast, Certified Financial Planner and YFP team member Tim Baker interviews YFP Founder Tim Ulbrich to evaluate his life insurance needs and whether or not his current coverage is adequate. To learn more about whether or not you need life insurance, the pros/cons to different types of life insurance policies, how to determine how much coverage you n...

On this Ask Tim & Tim episode of the Your Financial Pharmacist Podcast, we take three YFP community member questions about investing. We discuss investment terminology, considerations for choosing investments, where non-retirement accounts come into play and the pros/cons of target date funds. If you have a question you would like to have featured on the show, shoot us an e-mail at info@yourfinanc...

On this Ask Tim & Tim episode of the Your Financial Pharmacist Podcast, we take two YFP community member questions about student loans. We discuss strategies for managing student loans during residency and how soon to refinance or consolidate student loans after graduation. If you have a question you would like to have featured on the show, shoot us an e-mail at info@yourfinancialpharmacist.com Me...

On Episode 41 of the Your Financial Pharmacist Podcast, we wrap up a two-part series on best practices for home buying by interviewing Dr. Nate Hedrick, The Real Estate RPh. In case you missed it, we interviewed Nate for part 1 of this series ( Episode 40 ), where he provided the first 5 best practices for home buying. On this episode, Nate provides 5 more tips to round out the list of '10 Things...

On Episode 40 of the Your Financial Pharmacist Podcast, we begin a two-part series on best practices for home buying by interviewing Dr. Nate Hedrick, The Real Estate RPh. Nate Hedrick is a 2013 graduate of Ohio Northern University. By day, he works from home as a hospice clinical pharmacist for ProCare HospiceCare. By night, he works with pharmacist investors in Cleveland, Ohio – buying, flipping...

On Episode 39 of the Your Financial Pharmacist Podcast, we interview Dr. Blair Thielemier, creator of BT Pharmacy Consulting , The Pharmapreneur Academy and the Elevate Pharmacy Virtual Summit . During this interview, Blair shares her personal and professional story including the financial hardships that inspired her various entrepreneurial ventures that have, in part, resulted in additional incom...

On Episode 38 of the Your Financial Pharmacist Podcast, we interview Alex Barker, a pharmacist, entrepreneur, author, and coach to share his story of becoming completely debt free. He is a clinical pharmacist with the VA and creator of thehappypharmd.com and the Happy PharmD Summit . If you are a pharmacist who feels stuck in your current career, wants a change but don't know where to start, the H...

On Episode 37 of the Your Financial Pharmacist Podcast, we spotlight a new practitioner leader, Drew Register, who serves as the Associate Director of Membership Engagement and Communications with the American Pharmacists Association. The team at YFP is excited to be partnering up with APhA to provide financial education services that are designed to help its' members achieve financial freedom. On...

On this episode of the Your Financial Pharmacist podcast, we finish our month long focus on how couples work together on their finances. In Episode 36, we speak with Andria and Tim Church who share their story about how they first met and how their approach to their finances evolved over the course of their relationship.  Andria and Tim share their wins and their struggles and impart valuable advi...

On Episode 035 of the Your Financial Pharmacist Podcast, Tim Baker, CFP interviews Sarah Stanley Fallaw, Ph. D, the founder and President of Data Points . Sarah is continuing the study of wealth in America started by Thomas J. Stanley, Ph. D. using analytics to identify and develop wealth potential.   Show Notes How Sarah's company applies the lessons in  The Millionaire Next Door  by Dr. Thomas S...

On this episode of the Your Financial Pharmacist podcast, we continue our month-long focus on how couples can work together to manage their finances. In Episode 34, we interview Ellen & Ethan Ko who chronicle their journey walking through the valley of debt as a young couple, how they have managed to work together through financial hard times and what they are doing differently to be on the path t...

In Part 2 of a series on Finding Your Why , Tim Baker, CFP, interviews YFP Founder Tim Ulbrich and his wife, Jess Ulbrich, by asking them a series of questions designed to help them envision what financial success looks like for them in 2, 5, 10 and 30 years into the future. In this two-part series, Tim & Jess Ulbrich invite the listeners into their Find Your Why client meeting with Tim Baker, CFP...

In Part 1 of this two-part series on Finding Your Why , Tim Baker, CFP, interviews YFP Founder Tim Ulbrich and his wife, Jess Ulbrich, by asking them three life planning questions that challenge them to uncover their beliefs about money, their long-term financial goals and ultimately, why they want to achieve financial freedom. In this two-part series, Tim & Jess Ulbrich invite the listeners into...

On this Debt Free Theme Hour of the Your Financial Pharmacist Podcast, we interview Adam Patterson about his journey paying off $211,000 of student loans in 26 months. Episode 31 Giveaway If you are looking to put together your own plan to pay off your student loans, make sure to check out the free YFP Student Loan Quick Start Guide . Inside this guide, you'll learn: How to inventory your student...

On Episode 30 of the Your Financial Pharmacist Pharmacist Podcast, we continue this two part series discussing the ins and out of refinancing your student loans. Specifically we discuss: How to choose a reputable refinance company Key features to look for when refinancing Minimum requirements to refinance Types of interest rates Cash bonuses that are available for being a new customer Student Loan...