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®, RLP®, RICP®, takes this question from Daphne in Madison, Wisconsin: How can I best prepare for an unexpected major health challenge? Mentioned on the Show: YFP Planning : Financial Planning for Pharmacists Record your questions here or send them via email to info@yourfinancialpharmacist....

In over 300 episodes of Your Financial Pharmacist, we haven't covered much about annuities and today, Tim Baker, CFP®, RICP®, RLP® joins Tim Ulbrich, PharmD to do just that. On this episode, sponsored by First Horizon , you'll hear all about what annuities are, the main types and how they differ, common misunderstandings, fees associated with annuities, and how they can assist with building a reti...

Alex Cartwright, PhD, an associate professor of economics and managing partner at Vilicus Capital, discusses strategies for navigating today's real estate market, why he is making a move toward syndication, and why clenching onto tools won't necessarily help you get to where you want to go.  Links Mentioned in Today's Episode: Alex Cartwright on LinkedIn Alex Cartwright on Twitter Vilicus Capital...

Havalee Johnson, pharmacist and Founder of Immigrant PharmAssist, shares how and why she made the move from Jamaica to Canada, how her business helps immigrant pharmacists transition into their careers in Canada, and her business goals. Links Mentioned in Today's Episode YFP Planning: Fee-Only Financial Planning for Pharmacists John Assaraf Dr. Lauren Castle on LinkedIn   Tim Ferris   The Big Leap...

Dr. Donisha Lewis talks about her debt-free journey, why and how she got involved in real estate investing, and how she and her husband got on the same page to achieve their financial goals.  Links Mentioned in Today's Episode YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP Budget Spreadsheet   Mint YNAB YFP Real Estate Investing Your Financial...

Tony Umholtz talks about navigating the mortgage market, important factors home buyers should understand when evaluating lending options, the anatomy of a home loan, and when to engage with a lender in the home-buying process.  Links Mentioned in Today's Episode Learn More About First Horizon's Pharmacist Home Loan and Start the Pre-Approval Process YFP Planning: Financial Planning for Pharmacists...

Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes this question from Melanie in Orlando, FL: What investment options do I have for my child outside of a 529 account? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP 202: How to Teach Your Kids...

Josh Schaendorf, an experienced loan officer, shares insight and updates on lending options available to pharmacist real estate investors.   Links Mentioned in Today's Episode Findabroker.com Ramsey Solutions Ninja Selling: Subtle Skills. Big Results. by Larry Kendall Financial Peace: Restoring Financial Hope to You and Your Family by Dave Ramsey The Total Money Makeover: A Proven Plan for Financi...

Riley Protz, PharmD, MBA, a pharmacist on the FIRE journey since completing pharmacy administration residency training, discusses his career journey, student loan philosophy, and pathway to financial independence while living a rich and fulfilling life.  Links Mentioned in Today's Episode YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP Early Pa...

On this episode, YFP Co-Founder & CEO, Tim Ulbrich, PharmD, and YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP®, RICP®, celebrate the 300th episode of the Your Financial Pharmacist Podcast! From student loan repayment strategies and investment planning to wealth protection and entrepreneurship, this podcast has strived to provide valuable insights and practical advice to hel...

Nate Hedrick, PharmD, The Real Estate RPh and co-host of the YFP Real Estate Investing Podcast, discusses home buying for pharmacists, how to determine if you are ready, how to find an agent, and much more.  Links Mentioned in Today's Episode Real Estate RPh YFP Real Estate Concierge Service Book Your Free Jumpstart Call Three Strategies for Buying a House with Student Loans Email Nate Hedrick: nh...

In episode 100 of the YFP Real Estate Investing Podcast, Nate Hedrick, PharmD, and David Bright, PharmD, MBA, BCACP, FAPhA, FCCP, reflect on the first 99 episodes, announce a new release schedule, and share details about the next season of the podcast featuring a continuing education style format.  Links Mentioned in Today's Episode Join the YFP Real Estate Investing Facebook Group YFP Real Estate...

Dean Emeritus Dr. Gary Levin dives into the details of preparing for retirement. He shares how his career evolved from serving in the Navy to a career in pharmacy and then nearly 30 years in academia. He talks through how early investing and saving in his first job laid the foundation for his retirement, how he dealt with market volatility throughout his career, and why he started a charter compan...

Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes this question from Leighton in Boise, Idaho: How are 529 accounts affected by changes with the Secure Act 2.0? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP 211: The Ins and Outs of the 529...

Chris Caldwell, founder of Sell As You Are, shares helpful insight into building the mindset of a successful business owner, overcoming fear pharmacists often associate with real estate entrepreneurship, and the transformative power of expressing gratitude as an entrepreneur.  Links Mentioned in Today's Episode Sell As You Are The Untethered Soul: The Journey Beyond Yourself by Michael A. Singer R...

YFP Co-Founder & CEO, Tim Ulbrich, PharmD, introduces the new series, The Pharmacy Innovators, designed for pharmacists navigating the entrepreneurial journey, featuring founder stories and strategies to help guide current and aspiring pharmacy entrepreneurs. In this first episode, Tim interviews Corrie Sanders, PharmD, before handing over the lead to her for the remainder of the series.  Links Me...

Jenny White, PharmD, and Myke White, USAF, share their recent experiences in providing solutions in pre-foreclosure situations as real estate investors and their unique approach to ethical real estate investing utilizing assumable loans. Links Mentioned in Today's Episode YFP Real Estate Investing 05: None to One: How to Get Your FIRST Investment Property YFP Real Estate Investing 43: How Jenny an...

YFP Co-Founder & CEO, Tim Ulbrich, PharmD, is joined by YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP®, RICP®, to talk about long-term care insurance. During the show, they discuss what long-term care insurance does and does not cover, common misconceptions about long-term care policies, and five key considerations when purchasing a policy.  Links Mentioned in Today's Episo...

Nate Hedrick, PharmD, and David Bright, PharmD, MBA, BCACP, FAPhA, FCCP, address routinely asked questions about when you do and do not need a realtor as a pharmacist investing in real estate. Links Mentioned in Today's Episode YFP Concierge Service Book Your Free Jump Start Planning Call YFP Real Estate Investing YFP Real Estate Investing 22: Off Market Purchasing MLS Zillow Redfin realtor.com Jo...

YFP Co-Founder & CEO, Tim Ulbrich, PharmD, is joined by YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP®, RICP®, to wrap up the two-part series on common social security mistakes to avoid. Links Mentioned in Today's Episode YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP 294: 10 Common Social Security Mistakes to Avoid (Pa...

Thomas Castelli, CPA, CFP®, a tax strategist and real estate investor, discusses the benefits of passive real estate investing for busy pharmacists and employing tax strategy to get the most out of your real estate investments from a tax perspective.  Links Mentioned in Today's Episode Tax Smart Real Estate Investors Podcast Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Po...

Tim Ulbrich, PharmD, is joined by YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP®, to kick off a two-part series on ten common social security mistakes to avoid. Links Mentioned in Today's Episode YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP 242: Social Security 101: History, How it Works, and Why it Matters for Your F...

Michael Crowe, PharmD, MBA, a certified specialty pharmacist, talks about having a meaningful career in pharmacy while passively investing in real estate through some creative investing ideas. Links Mentioned in Today's Episode Mint Follow Michael Crowe on Facebook Connect on Michael Crowe LinkedIn Mitten Getaways Glamping Co. YFP Real Estate Investing Join the YFP Real Estate Investing Facebook G...

Dr. Victoria Reinhartz, CEO of Mobile Health Consultants, a business founded to solve the access to care problem by empowering interprofessional Mobile Integrated Health and Community Paramedicine teams, discusses her motivation for building Mobile Health Consultants, the target audience and how this has evolved, how she overcame the initial hurdles of starting a business, and how she balances run...

Nate Hedrick, PharmD, and David Bright, PharmD, MBA, BCACP, FAPhA, FCCP, talk through what to do with your old house and real estate investment strategies at play when planning to move to a new primary residence. Links Mentioned in Today's Episode YFP Real Estate Concierge Service REI 85: Pharmacist House Hacking in a HCOL State REI 05: None to One: How to Get Your FIRST Investment Property REI 43...