Scripted Wealth | Money & Meaning for Pharmacists

On this bonus episode, Tim Ulbrich and Robert Lopez, CFP® dig into the stimulus bill which was passed by the Senate on March 25. Although it's not a done deal yet, Robert and Tim discuss how six months of not paying on direct federal student loans could affect your financial game plan and what you need to know about the stimulus checks.

Mentioned on the Show:

• File Your Taxes with YFP
• YFP Planning

On this bonus episode, Tim Ulbrich and Robert Lopez, CFP® dig into the stimulus bill which was passed by the Senate on March 25. Although it's not a done deal yet, Robert and Tim discuss how six months of not paying on direct federal student loans could affect your financial game plan and what you need to know about the stimulus checks. 

Mentioned on the Show:

• File Your Taxes with YFP
• YFP Planning

Samm Anderegg is on a mission to fix healthcare through his company DocStation. DocStation a software platform for healthcare teams, enabling pharmacists to provide value-based care to patients. Samm talks about his shift from a traditional career path to starting his own company and how his work with DocStation aligns with his vision for the future of pharmacy practice.

• Refinance Your Student Loans
• DocStation
• The Pitch
• Techstars
• PillPack
• Ohio Pharmacists Association
• Crossing the Chasm: Marketing and Selling High-Tech Products to Mainstream Customers by Geoffrey A. Moore and Regis McKenna
• Behind the Cloud: The Untold Story of How Salesforce.com Went from Idea to Billion-Dollar Company-and Revolutionized an Industry by Marc Benioff and Carlye Adler
• Good to Great: Why Some Companies Make the Leap and Others Don't by Jim Collins
• The Hard Thing About Hard Things: Building a Business When There are No Easy Answers by Ben Horowitz
• Get Started with DocStation
• Connect with Samm on LinkedIn
• Follow Samm on Twitter
• Connect with DocStation on LinkedIn
• Follow DocStation on Twitter
• Follow DocStation on Facebook

Samm Anderegg is on a mission to fix healthcare through his company DocStation. DocStation a software platform for healthcare teams, enabling pharmacists to provide value-based care to patients. Samm talks about his shift from a traditional career path to starting his own company and how his work with DocStation aligns with his vision for the future of pharmacy practice.

• Refinance Your Student Loans 
• DocStation
• The Pitch
• Techstars
• PillPack
• Ohio Pharmacists Association
• Crossing the Chasm: Marketing and Selling High-Tech Products to Mainstream Customers by Geoffrey A. Moore and Regis McKenna
• Behind the Cloud: The Untold Story of How Salesforce.com Went from Idea to Billion-Dollar Company-and Revolutionized an Industry by Marc Benioff and Carlye Adler
• Good to Great: Why Some Companies Make the Leap and Others Don’t by Jim Collins
• The Hard Thing About Hard Things: Building a Business When There are No Easy Answers by Ben Horowitz
• Get Started with DocStation
• Connect with Samm on LinkedIn
• Follow Samm on Twitter 
• Connect with DocStation on LinkedIn
• Follow DocStation on Twitter 
• Follow DocStation on Facebook

Levi Ellison, PharmD, shares how he and his wife paid off $214,594.55 of student loans over 17 months. Levi talks about the motivations behind such an aggressive repayment strategy, how they were able to do it and what they hope to accomplish now that they are debt free.

Mentioned on the Show

• PolicyGenius
• Total Money Makeover by Dave Ramsey
• EveryDollar
• I Will Teach You to Be Rich by Ramit Sethi
• Compass Money Map
• Financial Peace University

Levi Ellison, PharmD, shares how he and his wife paid off $214,594.55 of student loans over 17 months. Levi talks about the motivations behind such an aggressive repayment strategy, how they were able to do it and what they hope to accomplish now that they are debt free.

Mentioned on the Show

• PolicyGenius
• Total Money Makeover by Dave Ramsey
• EveryDollar
• I Will Teach You to Be Rich by Ramit Sethi
• Compass Money Map
• Financial Peace University

Stephanie Roberts, PharmD joins Tim Church to share how she went from full-time pharmacist to full-time mixed media artist after an Instagram influencer shared her pill petri art and made it go viral.

• Credible Mortgage Refinance
• Art by Stephanie on Instagram
• Win Stephanie's Art: Your Financial Pharmacist on Instagram
• Eli Lilly
• Justin Gaffrey
• Things I Bought and Liked

Stephanie Roberts, PharmD joins Tim Church to share how she went from full-time pharmacist to full-time mixed media artist after an Instagram influencer shared her pill petri art and made it go viral.

• Credible Mortgage Refinance
• Art by Stephanie on Instagram 
• Win Stephanie’s Art: Your Financial Pharmacist on Instagram
• Eli Lilly
• Justin Gaffrey
• Things I Bought and Liked

Welcome to Ask a YFP CFP®, a new segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Sarah in Milton, West Virginia: What should I do with the extra money I have each month after paying off a home loan?

Mentioned on the Show:

• YFP Planning
• Refinance Your Student Loans
• CommonBond
• First Republic
• Student Loan Refinance Table
• Refinance Your Mortgage
• 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 new segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Sarah in Milton, West Virginia: What should I do with the extra money I have each month after paying off a home loan?

Mentioned on the Show:

• YFP Planning
• Refinance Your Student Loans
• CommonBond
• First Republic
• Student Loan Refinance Table
• Refinance Your Mortgage
• 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.