Scripted Wealth | Money & Meaning for Pharmacists

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 Brandon in Bountiful, Utah: When should I hire a CPA or EA to file my taxes?

Mentioned on the Show:

• YFP Planning
• SECURE Act
• YFP 070: Pre-Planning for Tax Season
• File Your Taxes with YFP
• 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 Brandon in Bountiful, Utah: When should I hire a CPA or EA to file my taxes?

Mentioned on the Show:

• YFP Planning
• SECURE Act
• YFP 070: Pre-Planning for Tax Season
• File Your Taxes with YFP
• 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.

Nate Hedrick, the Real Estate RPh, joins Tim Ulbrich to talk about all things mortgage refinancing. They talk about what it is, how to qualify, the costs associated with refinancing a mortgage, how to determine the break even point and how Nate recently evaluated his own mortgage refinance.

• Compare Mortgage Refinance Lenders with Credible
• Real Estate RPh
• YFP Facebook Group
• YFP 064: 6 Steps to Home Buying (Part 1) w/ Nate Hedrick
• YFP 065: 6 Steps to Home Buying (Part 2) w/ Nate Hedrick
• Refinance Your Mortgage - Compare Multiple Lenders with Credible
• Life and Disability Insurance for Pharmacists
• YFP Planning
• YFP Real Estate Concierge Service

Nate Hedrick, the Real Estate RPh, joins Tim Ulbrich to talk about all things mortgage refinancing. They talk about what it is, how to qualify, the costs associated with refinancing a mortgage, how to determine the break even point and how Nate recently evaluated his own mortgage refinance.

• Compare Mortgage Refinance Lenders with Credible 
• Real Estate RPh
• YFP Facebook Group
• YFP 064: 6 Steps to Home Buying (Part 1) w/ Nate Hedrick
• YFP 065: 6 Steps to Home Buying (Part 2) w/ Nate Hedrick
• Refinance Your Mortgage - Compare Multiple Lenders with Credible
• Life and Disability Insurance for Pharmacists 
• YFP Planning 
• YFP Real Estate Concierge Service

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 Andrea in Olathe, Kansas: What should I do after my term life insurance policy ends?

Mentioned on the Show:

• YFP Planning
• YFP 010: Is Whole Life Insurance a Good Investment Strategy for College Savings?
• YFP 044: How to Determine Your Life Insurance Needs
• Protect Your Income: Compare Top Term Life Insurance Policies
• 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 Andrea in Olathe, Kansas: What should I do after my term life insurance policy ends?

Mentioned on the Show:

• YFP Planning
• YFP 010: Is Whole Life Insurance a Good Investment Strategy for College Savings?
• YFP 044: How to Determine Your Life Insurance Needs
• Protect Your Income: Compare Top Term Life Insurance Policies
• 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 Baker, our own fee-only CERTIFIED FINANCIAL PLANNER™, joins Tim Ulbrich to talk about key retirement and tax numbers for 2020 and the SECURE Act.

• 2020 Key Retirement Tax Numbers to Know - Download the Free Guide
• Send in Ask a YFP CFP® questions here or to [email protected]
• APhA2020
• YFP 072: Investing Mind Tricks: How Behavioral Bias Affects Our Decisions
• YFP 073: How to Determine the Priority of Investing
• YFP 074: Evaluating Your 401(k) 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 w/ Christina Slavonik
• 2020 Contribution Limits for 401(k), 403(b), Most 457 plans, & TSP
• 2020 IRA Contribution Limits
• YFP 019: How Do Health Savings Accounts (HSA) Fit into a Financial Plan?
• TD Ameritrade: Retirement Changes Coming, Courtesy of the SECURE Act: 5 Things You Should Know
• YFP Planning
• 401(k) Calculator

Tim Baker, our own fee-only CERTIFIED FINANCIAL PLANNER™, joins Tim Ulbrich to talk about key retirement and tax numbers for 2020 and the SECURE Act. 

• 2020 Key Retirement Tax Numbers to Know - Download the Free Guide
• Send in Ask a YFP CFP® questions here or to [email protected]
• APhA2020
• YFP 072: Investing Mind Tricks: How Behavioral Bias Affects Our Decisions 
• YFP 073: How to Determine the Priority of Investing
• YFP 074: Evaluating Your 401(k) 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 w/ Christina Slavonik
• 2020 Contribution Limits for 401(k), 403(b), Most 457 plans, & TSP
• 2020 IRA Contribution Limits
• YFP 019: How Do Health Savings Accounts (HSA) Fit into a Financial Plan?
• TD Ameritrade: Retirement Changes Coming, Courtesy of the SECURE Act: 5 Things You Should Know 
• YFP Planning
• 401(k) Calculator 

Diana Isaacs joins Tim Church on this side hustle edition to talk about her journey in becoming an expert in diabetes and how she has been able to monetize her clinical expertise through speaking engagements, advisory boards, consulting projects and CE articles.

Mentioned on the Show

• Refinance Your Student Loans
• AADE (American Association of Diabetes Educators)
• American Diabetes Association
• Outliers: The Story of Success by Malcolm Gladwell
• Pharmacy Times
• Power-Pak CE
• Email Diana Isaacs: [email protected]
• Follow Diana on Twitter

Diana Isaacs joins Tim Church on this side hustle edition to talk about her journey in becoming an expert in diabetes and how she has been able to monetize her clinical expertise through speaking engagements, advisory boards, consulting projects and CE articles. 

Mentioned on the Show

• Refinance Your Student Loans 
• AADE (American Association of Diabetes Educators)
• American Diabetes Association
• Outliers: The Story of Success by Malcolm Gladwell 
• Pharmacy Times
• Power-Pak CE
• Email Diana Isaacs: [email protected] 
• Follow Diana on Twitter