Scripted Wealth | Money & Meaning for Pharmacists

David Bright, a pharmacist, pharmacy educator and real estate investor talks about why he views real estate investing as an important part of his financial plan, how he got started in real estate investing, and key real estate investing terms and concepts.

• Compare Multiple Lenders and Refinance Your Mortgage with Credible
• BiggerPockets
• BiggerPockets Real Estate Investing Calculators
• Rich Dad, Poor Dad: What the Rich Teach Their Kids About Money that the Poor and Middle Class Do Not by Robert Kiyosaki
• BiggerPockets Podcast
• The Millionaire Real Estate Investor by Gary Keller, Dave Jenks and Jay Papasan
• Long-Distance Real Estate Investing by David Greene
• Real Estate Rookie Podcast
• Join the YFP Facebook Group

Tim Baker and Tim Ulbrich talk all things negotiation. They discuss what it is, where it can be used, why it's important to your financial plan, the goals of negotiation and tips and strategies for different parts of the negotiation process.

• YFP Planning
• Never Split the Difference: Negotiating as if Your Life Depended on It by Chris Voss
• SHRM (Society for Human Resource Management)
• Journal of Experimental Social Psychology
• Join the YFP Facebook Group

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 Nicole from Philadelphia, Pennsylvania: Should I contribute to a Roth IRA during residency?

Mentioned on the Show:

• YFP Planning
• The Pharmacist's Guide to Conquering Student Loans by Tim Church, PharmD
• Send in your questions here or to [email protected]

Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.

On this week's podcast episode sponsored by HPSO, Tim Church joins Tim Ulbrich to talk about the ins and outs of a Health Savings Account, how an HSA fits into a financial plan and why he is choosing not to use his HSA to pay for medical expenses.

• Get Professional Liability Insurance with HPSO
• YFP 019: How do Health Savings Accounts (HSA) Fit Into a Financial Plan?
• YFP 073: How to Determine the Priority of Investing
• YFP 163: Investing Beyond the 401k/403b
• Why I'm Not Using My Health Savings Account to Pay for Medical Expenses
• High Deductible Health Plan (HDHP) Limits
• YFP Planning - Comprehensive Financial Planning Services for Pharmacists
• YFP Facebook Group

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 Ansley in Cincinnati, Ohio: What do I do with the funds in my 401(k) after leaving a job?

Mentioned on the Show:

• YFP Planning
• Send in your questions here or to [email protected]

Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.

Tim Ulbrich and Tim Church debate the pros and cons of paying cash versus financing a car purchase.

Mentioned on the Show

• Take the Financial Fitness Test
• My Top 10 Financial Mistakes
• YFP 047: Best Practices for Buying a Car
• Edmunds.com
• Kelley Blue Book
• True Car
• Ramit Sethi
• Dave Ramsey
• Robert Kiyosaki
• YFP Planning

Book a Free Discovery Call With One of YFP's CERTIFIED FINANCIAL PLANNERS™

Ask a YFP CFP® #30: What are my options for private short-term disability insurance?

Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Robert Lopez, CFP®, takes this question from Christine: What are my options for private short-term disability insurance?

Mentioned on the Show:

• YFP Planning
• Get a Life or Disability Insurance Quote in 2 Minutes
• Send in your questions here or to [email protected]

Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.

Ask a YFP CFP® #30: What are my options for private short-term disability insurance?

Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Robert Lopez, CFP®, takes this question from Christine: What are my options for private short-term disability insurance?

Mentioned on the Show:

• YFP Planning
• Get a Life or Disability Insurance Quote in 2 Minutes 
• Send in your questions here or to [email protected]

Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.

Tim Ulbrich and Tim Baker talk about investing beyond the 401k or 403b and break down the traditional IRA, Roth IRA, HSA, SEP IRA and taxable/brokerage accounts and discuss their contribution limits, how to appropriately use them and the advantages and disadvantages of each.

Mentioned on the Show

• Join APhA- Get 25% Off Your Membership with Code: YFP2020
• YFP Planning
• Seven Figure Pharmacist by Tim Church, PharmD and Tim Ulbrich, PharmD
• YFP 072: Investing Mind Tricks: How Behavioral Bias Affects Our Decisions
• YFP 073: How to Determine the Priority of Investing
• YFP 074: Evaluating Your 401k Plan
• YFP 075: DIY, Robo or Hire a Planner?
• YFP 076: Investing Rapid Fire Q&A
• YFP 096: How to do a Backdoor Roth IRA
• Why Most Pharmacists Should Do a Backdoor Roth IRA
• Book a Discovery Call with YFP Planning
• YFP Facebook Group

Tim Ulbrich and Tim Baker talk about investing beyond the 401k or 403b and break down the traditional IRA, Roth IRA, HSA, SEP IRA and taxable/brokerage accounts and discuss their contribution limits, how to appropriately use them and the advantages and disadvantages of each.

Mentioned on the Show

• Join APhA- Get 25% Off Your Membership with Code: YFP2020
• YFP Planning
• Seven Figure Pharmacist  by Tim Church, PharmD and Tim Ulbrich, PharmD
• YFP 072: Investing Mind Tricks: How Behavioral Bias Affects Our Decisions 
• YFP 073: How to Determine the Priority of Investing 
• YFP 074: Evaluating Your 401k Plan
• YFP 075: DIY, Robo or Hire a Planner?
• YFP 076: Investing Rapid Fire Q&A
• YFP 096: How to do a Backdoor Roth IRA
• Why Most Pharmacists Should Do a Backdoor Roth IRA
• Book a Discovery Call with YFP Planning
• YFP Facebook Group