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®, takes this question from Eric in Hoffman Estates, Illinois: Is my brokerage account portfolio allocated appropriately?

Mentioned on the Show:

• YFP Planning
• Book a Free Financial Planning Call with a YFP CFP®
• YFP 72: Investing Mind Tricks: How Behavioral Bias Affects Our Decisions
• YFP 73: How to Determine the Priority of Investing
• YFP 74: Evaluating Your 401k Plan
• YFP 75: DIY, Robo or Hire a Planner?
• YFP 76: Investing Rapid Fire Q&A
• 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.

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 Eric in Hoffman Estates, Illinois: Is my brokerage account portfolio allocated appropriately?

Mentioned on the Show:

• YFP Planning
• Book a Free Financial Planning Call with a YFP CFP®
• YFP 72: Investing Mind Tricks: How Behavioral Bias Affects Our Decisions 
• YFP 73: How to Determine the Priority of Investing
• YFP 74: Evaluating Your 401k Plan
• YFP 75: DIY, Robo or Hire a Planner? 
• YFP 76: Investing Rapid Fire Q&A
• 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.

• Take the Financial Fitness Test
• The Pharmacist's Guide to Conquering Student Loans by Tim Church, PharmD
• There Are Now Five Plans to Forgive Student Loans - How Do They Compare? by Adam S. Minsky, Esq.
• Student Loan Servicers are Dinging Credit Reports for The CARES Act Forbearance by Adam S. Minsky, Esq.
• AnnualCreditReport.com
• The HEROES Act
• Boston Student Loan Lawyer
• Follow Adam Minsky on Forbes
• Follow Adam Minsky on Twitter
• Connect with Adam Minsky on LinkedIn

• Take the Financial Fitness Test
• The Pharmacist’s Guide to Conquering Student Loans by Tim Church, PharmD
• There Are Now Five Plans to Forgive Student Loans - How Do They Compare? by Adam S. Minsky, Esq.
• Student Loan Servicers are Dinging Credit Reports for The CARES Act Forbearance by Adam S. Minsky, Esq. 
• AnnualCreditReport.com
• The HEROES Act 
• Boston Student Loan Lawyer 
• Follow Adam Minsky on Forbes
• Follow Adam Minsky on Twitter
• Connect with Adam Minsky on LinkedIn

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 Brad in Detroit, Michigan: How do I consolidate retirement accounts?

Mentioned on the Show:

• YFP Planning
• Book a Free Financial Planning Call with a YFP CFP®
• 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.

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 Brad in Detroit, Michigan: How do I consolidate retirement accounts?

Mentioned on the Show:

• YFP Planning
• Book a Free Financial Planning Call with a YFP CFP®
• 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.

Rena Crawford, a PGY2 resident living in San Diego, California, joins Tim Ulbrich on the show. Rena took matters into her own hands after realizing how high the cost of living is in San Diego, especially on a resident's salary, and came up with a creative solution: to buy and renovate an old van for $7,000 and live in it. Rena dives into the details of living in a van, her dreams of attaining financial freedom, and the lessons she's learned along the way.

• YFP Planning

Rena Crawford, a PGY2 resident living in San Diego, California, joins Tim Ulbrich on the show. Rena took matters into her own hands after realizing how high the cost of living is in San Diego, especially on a resident's salary, and came up with a creative solution: to buy and renovate an old van for $7,000 and live in it. Rena dives into the details of living in a van, her dreams of attaining financial freedom, and the lessons she’s learned along the way.

• YFP Planning

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 an anonymous YFP community member: What options do I have to access 401(k) funds if my spouse gets laid off or my hours get cut?

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.

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 an anonymous YFP community member: What options do I have to access 401(k) funds if my spouse gets laid off or my hours get cut?

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.