Your Financial Pharmacist

YFP 235: One Pharmacist Couple's Journey to Financial Independence


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Josh and Shannon Pukl discuss their journey towards achieving financial independence and the strategies they have employed along the way.

Key Points From This Episode

  • Shannon and Josh start us off by sharing why each of them got into pharmacy.
  • Shannon runs us through her post-school debt and shares gratitude that it wasn't higher.
  • Josh expresses relief for the financial support provided by his parent's foresight.
  • Where they worked after graduation; and a smart move that worked out well!
  • How Josh found out about financial freedom by accident and how he got to his 'why'.
  • Shannon shares her history with cancer and the hugely expensive treatment costs.
  • How the financial strain created a motivation towards achieving financial independence.
  • Josh explains how his faith played a big part in keeping a positive mindset.
  • Learning the valuable lesson that money isn't the most important thing; time and joy are.
  • Paying off her student loans as quickly as possible from the moment they came due.
  • Top tips and lifestyle changes that the Pukl's advise for financial independence!
  • Setting up their passive income and the importance of having different income streams.
  • Shannon talks us through their work with universities around healthcare leadership.
  • Your Breast Life; Shannon's blog to help and support women going through a similar journey.
  • Getting her real estate license and considering potential investment opportunities.
  • Hear about the ways that Shannon and Josh balance each other out in everyday life.
  • Living in a bull market and evaluating where you want to be when the downturn hits.
  • Josh casts a vision for their future in growing leadership in pharmacy.
  • The Pukl's each share some parting advice you definitely want to hear!

Links Mentioned in Today's Episode

  • YFP Planning: Financial Planning for Pharmacists
  • Mr. Money Mustache
  • The Shockingly Simple Math Behind Early Retirement
  • Livestrong Fertility
  • The Your Financial Pharmacist Podcast
  • Healthcare Leadership Certificate Program at Duquesne University
  • Your Breast Life
  • The FIRE Prescription: How to Retire Early as a Pharmacist
  • FIRE Rx: The Pharmacist's Guide to Financial Independence by Jeff Keimer, PharmD
  • YFP 227: Why Tim Baker, CFP® Bought a Depreciating Asset
  • Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX)
  • Fidelity Index Funds
  • Your Financial Pharmacist Disclaimer and Disclosure
...more
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Your Financial PharmacistBy Tim Ulbrich and Tim Baker

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