Your Financial Pharmacist

YFP 163: Investing Beyond the 401k/403b


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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



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Your Financial PharmacistBy Tim Ulbrich and Tim Baker

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