Scripted Wealth | Money & Meaning for Pharmacists

Dr. Christina Fontana, creator of The Pharmacist Coach, shares her journey from pharmacy to entrepreneurship, healing from trauma, and setting goals. Summary In this episode of the YFP Podcast, we welcome Dr. Christina Fontana, PharmD, the visionary creator of The Pharmacist Coach. Dr. Fontana shares her inspiring journey from pharmacy to entrepreneurship, revealing the impact of her early experie...

Join us as we chat with CPA power duo, Amanda Han and Matt MacFarland from Keystone CPA, Inc. Dive into the tax implications of short-term rentals, explore the benefits of holiday homes, and learn key strategies for maximizing tax benefits in real estate investments. Plus, discover the importance of planning your taxes before year-end. Episode Summary In this episode, we explore vacation homes and...

Join Tony Umholtz from First Horizon Bank as he forecasts 2024 housing market trends and offers expert insights. Sponsored by First Horizon Bank. Summary With inflationary pressures historically high and inventory tight, many people are feeling understandably nervous about the housing market as 2023 comes to a close. But what can homeowners and homebuyers expect in 2024? To help us answer this que...

Alex Barker, CEO and Founder of The Happy PharmD returns to break down trends in the pharmacy job market. Summary In this episode, we welcome back Alex Barker, PharmD, Founder and CEO of The Happy PharmD. Alex shares an update on trends in the pharmacy job market, including his outlook on the trajectory of the profession, projecting into the landscape of 2024 and beyond. He shares his thoughts on...

In this Pharmacy Innovators episode, sponsored by First Horizon , Dr. Adam Martin joins Dr. Corrie Sanders to share keys to success and living at a high level. Summary On this episode in our Pharmacy Innovators series hosted by Corrie Sanders, PharmD, we get a masterclass from Tony Robbins coach Adam Martin, PharmD.  You'll want to get our your journal to write down the wisdom Adam shares.  He div...

Explore real estate investing highs and lows with Steven Nguyen as he shares about risk management and his experience investing in a mobile home park. Episode Summary In this episode of Your Financial Pharmacist Real Estate Investing Podcast, we explore the highs and lows of real estate investing with a seasoned expert. Our guest, Steven Nguyen, PharmD shares key strategies for navigating challeng...

Explore philanthropic insights with Tom Dauber, Founder of Abundant Vision, covering donor considerations, impact assessment, and affluent traits. Summary Curious about donating to nonprofits and giving financial gifts in general? This week we welcome Tom Dauber, Founder of Abundant Vision Philanthropic Consulting. In our interview, Tom shares his knowledge gained from over two decades of involvem...

On this episode, sponsored by First Horizon , YFP Director of Tax, Sean Richards CPA, EA, summarizes a tax checklist for small business owners. Summary Too many of us are caught in the trap of only looking at taxes during tax season. As a small business owner, missing the tax mark can have significant consequences in the form of surprise payments due, missed deductions and credits, and constantly...

Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes a question from an individual in the YFP Facebook Group. Mentioned During the Show YFP Facebook Group YFP Life Inusurance for Pharmacists: The Ultimate Guide Submit Your Question Have a question you would like us to feature on an upcoming episode? Send us an email at i...

On this episode, sponsored by Pyrls , Lan Ho, PharmD, Founder of Fat Miilk, shares her journey going from pharmacist to full-time entrepreneur featured on Gordon Ramsay's Food Stars. Summary Joining us this week on the YFP Podcast is Lan Ho, PharmD, Founder of Fat Miilk Vietnamese Coffee Company based in Chicago, Illinois. Tune in as we dive into her career journey in pharmacy before she shares wh...

Loan officer Jack Bowers (NMLS# 1957264) joins the show to talk about the evolving lending landscape and changes in house hacking investing. Episode Summary As we near the end of 2023 and anticipate 2024, the lending landscape is undergoing significant changes. Conventional mortgage underwriting guidelines are evolving, impacting down payments and cash-out refinance considerations, especially for...

On this episode, Jackie Boyle, PharmD, MBA and Paul Boyle share their journey paying off $208k of student loans.  Summary Debt can be an overwhelming weight on one's shoulders, but imagine paying off an astounding $208,000 of it! This week on the podcast, we are joined by the inspirational duo, Jackie and Paul Boyle. They recount their journey from being neck-deep in student loans to paying them o...

On this episode, sponsored by FirstHorizon , Brenna Roth, MD, MPH, shares her journey having over $550k of student loans forgiven tax-free via PSLF. Summary Are student loan forgiveness programs a beacon of hope for graduates drowning in debt? Joining us this week is Brenna Roth, MD, MPH; a physician who achieved an incredible financial milestone - over $550,000 of student loans wiped clean throug...

On this week's podcast, sponsored by APhA , Certified Insurance Counselor, Insurance Agent, and Medicare Specialist, Josh Workman, joins the show to cover Medicare 101 and considerations for selecting your Medicare coverage plan. Summary Many people (including pharmacists!) aren't fully informed about Medicare, the options they need to consider, and the pros and cons of each option. That's why, in...

Co-hosts David and Nate take a look at how you can accurately calculate your cash-on-cash returns and returns on equity given the current market conditions. Episode Summary The global pandemic has led to massive shifts in the real estate investing market. So today, co-hosts David and Nate take a look at how you can accurately calculate your cash-on-cash returns and returns on equity given the curr...

Tim Baker, CFP, RICP, RLP joins Tim Ulbrich, PharmD to discuss open enrollment & evaluating employer benefits. Summary This week on the podcast, Tim Ulbrich, PharmD sits down with YFP co-owner and Director of Financial Planning, Tim Baker, CFP, RICP, RLP to discuss open enrollment and the process of evaluating employer benefits. They discuss considerations for choosing a health insurance plan, how...

Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes a question from an individual in the YFP Facebook Group. Submit Your Question:  Have a question you would like us to feature on an upcoming episode? Send us an email at  info@yourfinancialpharmacist.com  or record your question at  www.yourfinancialpharmacist.com/askyf...

On this segment of the Pharmacy Innovators, sponsored by Pyrls , Pharmesol co-founder & CEO Dr. Natalie Park joins host Dr. Corrie Sanders. Summary With the rise of AI and the increasing use of technology in our daily lives, there is an opportunity to improve the pharmacy world and patient care. On this segment of the Pharmacy Innovators sponsored by Pyrls , Dr. Natalie Park, Co-founder and CEO of...

Drs. Lindsey Childs-Kean and Britny Brown share their work with #PharmGradWishlist to support emerging racially and ethnically minoritized pharmacy trainees. Summary It is no secret that there are minorities underrepresented in pharmacy despite the evidence suggesting that racial concordance matters. Joining us today are two individuals, Lindsey Childs-Kean and Britny Brown, who are committed to i...

Pharmacist real-estate investors Julia & Brad Myers talk about what inspired their journey in real estate including the unique aspect of tax deductions and savings in the short-term rental market. About Today's Guest Julia Myers is a semi-retired pharmacy leader and public speaker on the topics of financial literacy and generational wealth. Julia received her Doctor of Pharmacy degree from the Uni...

YFP Co-Founder and CEO, Tim Ulbrich, PharmD and YFP Co-Founder and Director of Planning, Tim Baker, CFP®, RLP®, RICP®, wrap up a two-part series on 10 common retirement risks you should plan for. Mentioned on the Show: Free Download: Retirement Roadblocks: Identifying and Managing 10 Common Risks Guide YFP Planning: Fee-Only Financial Planning for Pharmacists YFP Disclaimer Tim Baker on LinkedIn T...

YFP Co-Founder and CEO, Tim Ulbrich, PharmD and YFP Co-Founder and Director of Planning, Tim Baker, CFP®, RLP®, RICP®, kick off a two-part series on  10 common retirement risks you should plan for. Mentioned on the Show: Free Download: Retirement Roadblocks: Identifying and Managing 10 Common Risks Guide First Horizon Home Loan Social Security Administration Episode 291: Redefining Retirement with...

Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes a question from an individual in the YFP Facebook Group. Submit Your Question:  Have a question you would like us to feature on an upcoming episode? Send us an email at  info@yourfinancialpharmacist.com  or record your question at  www.yourfinancialpharmacist.com/askyf...

Summary Most of our real-estate episodes to date have covered the topic of buying a home, but today we're putting ourselves in the shoes of the seller. If you think this episode isn't for you because you're only interested in buying a home, think again! Being able to see things from a seller's perspective will add huge value to your home-buying journey. Today's guest is Nate Hedrick, a pharmacist,...

Summary Many pharmacists are detail-oriented, methodical, and risk-averse, so moving quickly isn't generally one of our strong suits. However, being able to think fast and act fast (though not recklessly) are essential in today's real estate market. So, in this episode, we share three strategies that will help you build confidence in your decision-making so that when a good deal comes around, you...