Scripted Wealth | Money & Meaning for Pharmacists

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...

This week, Dr. Lauren Castle, founder of Functional Medicine Pharmacists Alliance, discusses how her experiences working with Walmart in influencer marketing and personal branding helped prepare her for growing her business,  why she started FMPhA to integrate pharmacists into functional medicine, and her transition from employee to entrepreneur. Links Mentioned in Today's Episode YFP Planning: Fi...

Dr. Matt Kauflin, Co-Founder at Teach Me Pharm, discusses the creation of Teach Me Pharm, how his pharmacy-related side hustles helped to fund his growing real estate portfolio, and his plans to build generational wealth. Links Mentioned in Today's Episode Connect with Matt Kauflin, PharmD, BCPS on LinkedIn Teach Me Pharm Replace Your Income: A Lawyer's Guide to Finding, Funding, and Managing Real...

Dr. David Zgarrick, a Professor Emeritus of Northeastern University, shares why he views the next phase of life as a preferment phase of his career, why he started planning financially early in his career, and advice for new grads facing the financial headwind of competing priorities including student loans, saving for the future, and buying a home. Links Mentioned in Today's Episode YFP Planning:...

Dr. Michael Lee, a pharmacist and newly minted real estate agent, shares his mindset and approach to starting new ventures, insights that pharmacist real estate investors can apply to take on any new challenge, and his tips for getting out of your comfort zone as a rookie in the field of real estate. Links Mentioned in Today's Episode The Your Financial Pharmacist Podcast Connect with Michael Lee...

Sean Richards, CPA, EA returns to the podcast to discuss the difference between tax planning and tax preparation, how effective tax planning can prevent costly mistakes, tax changes for 2023, and the basics of YFP's Comprehensive Tax Planning.  Links Mentioned in Today's Episode Learn more about YFP Tax YFP Tax Comprehensive Tax Planning YFP 283: How to Optimize Your Tax Situation with Sean Richar...

Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP® takes this question from Celine from the website: What are the pros/cons of buying an annuity? Mentioned on the Show : YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP 272: How Much Is Enough? (Retirement Planning) YFP 273: Alphab...

Nate Hedrick, PharmD, and David Bright, PharmD, MBA, BCACP, FAPhA, FCCP, discuss practical ways that real estate investors can take action based on market predictions for 2023.  Links Mentioned in Today's Episode YFP Real Estate Investing 90: Three (Likely Wrong) Predictions for 2023 Real Estate Join the YFP Real Estate Investing Facebook Group YFP Real Estate Investing Download the Property Analy...

Kun Yang, a pharmacist and Co-Founder & CEO of Pricklee Cactus Water, shares how and when he knew the entrepreneurial path was right for him. In this episode, he discusses the experience of being on Shark Tank, where he effectively navigated a negotiation with two sharks that led to a deal, and the most important skills he has had to acquire as an entrepreneur leading a growing company. Links Ment...