Tim Ulbrich talks through 5 financial moves you should consider making in 2022 to accelerate your financial plan.

Key Points From This Episode

• How to take advantage of this time to reset, refocus, or create your financial plan.
• Finding the balance between your qualitative and quantitative goals.
• Tim offers to be your accountability partner.
• How to take your tax strategy to the next level.
• Updating your important financial documents: what is a legacy folder and why you should get one.
• Revisiting your student loan game, plus some great resources to help.
• Set your personal learning plan with our top book and podcast recommendations.
• A reminder of the YFP services and community available to support your financial journey

Links Mentioned in Today's Episode

• YFP Planning: Financial Planning for Pharmacists
• Schedule a free Discovery Call with YFP Planning
• Seven Figure Pharmacist by Tim Church, PharmD and Tim Ulbrich, PharmD
• YFP Real Estate Investing Podcast
• Email Tim Ulbrich with Your 2022 Goals and Why: [email protected]
• YFP 233: Tax Moves to Consider Before 2022
• Join the YFP Tax Waitlist
• Financial Peace University
• YFP 222: Why Estate Planning is Such an Important Part of the Financial Plan
• Create a Comprehensive Estate Plan with Thoughtful Wills
• YFP 236: Gen X Pharmacists: Financial Challenges and Money Strategies
• Learn More About Our 1:1 Student Loan Analysis with a CFP® - Use coupon code YFP for 10% off
• BiggerPockets
• Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki
• The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Thomas J. Stanley, Ph.D. and William D. Danko, Ph.D.
• The Compound Effect: Jumpstart Your Income, Your Life, Your Success by Darren Hardy
• The Truth About Money by Ric Edelman
• Tax-Free Wealth: How to Build Massive Wealth by Permanently Lowering Your Taxes by Tom Wheelwright
• The Automatic Millionaire, Expanded and Updated: A Powerful One-Step Plan to Live and Finish Rich by David Bach
• The Behavioral Investor by Daniel Crosby
• Happy Money: The Science of Happier Spending by Elizabeth Dunn and Dr. Michael Norton
• Join the Your Financial Pharmacist Facebook Group
• Your Financial Pharmacist Disclaimer and Disclosures