Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP® takes this question from the YFP community: How much should I have in my savings account before I consider retiring?

Mentioned on the Show:

• YFP Planning: Financial Planning for Pharmacists
• Schedule a free Discovery Call with YFP Planning
• How Much You Need to Hang Up Your Coat: All About the Four Percent Rule
• FIRE Rx: The Pharmacist's Guide to Financial Independence by Jeff Keimer, PharmD
• Send in your questions here or to [email protected]
• Your Financial Pharmacist Disclaimer and Disclosures

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.

Matt and Meghan Dreher discuss their real estate investing journey from pharmacy ownership to short-term rental ownership.

Links Mentioned in Today's Episode

• Join the YFP Real Estate Investing Facebook Group
• Apply NOW for the None to One Real Estate Group Coaching Program
• Your Financial Pharmacist
• The Your Financial Pharmacist Podcast
• YFP Real Estate Investing Podcast
• BiggerPockets
• Check out Matt and Meghan's Place
• PriceLabs
• Connect with Dreher Real Estate Services LLC on Facebook
• Follow Dreher Real Estate on Instagram: @dreherrealestaterx
• Email Matt and Meghan Dreher: [email protected]
• YFP Real Estate Investing
• Your Financial Pharmacist Disclaimer and Disclosures

Tim Ulbrich, PharmD, flies solo to talk through a five-step system you can implement to set and achieve your goals to finish 2022 strong.

Links Mentioned in Today's Episode

• YFP Planning: Financial Planning for Pharmacists
• Schedule a free Discovery Call with YFP Planning
• Download the YFP Goal Setting Template
• As a Man Thinketh by James Allen
• Your Financial Pharmacist Disclaimer and Disclosures

Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP® takes this question from the Your Financial Pharmacist Facebook Group: What should I do with a large bonus I got from my employer?

Mentioned on the Show:

• YFP Planning: Financial Planning for Pharmacists
• Schedule a free Discovery Call with YFP Planning
• Join the Your Financial Pharmacist Facebook Group
• Ask a YFP CFP® #123: What options do I have for investing for retirement if I'm categorized as a 'Highly Compensated Employee'?
• Send in your questions here or to [email protected]
• Your Financial Pharmacist Disclaimer and Disclosures

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.

Dylan Koch, PharmD, RPh, shares how he pursued financial independence through real estate, first as a house-hacking pharmacist and now as a full-time real estate investor.

Links Mentioned in Today's Episode

• YFP Real Estate Investing 42: How a Pharmacist Bought a Five Million Dollar Strip Mall
• YFP Real Estate Investing 04: How (and WHY) One Pharmacist Got Started in Real Estate Investing
• The Total Money Makeover: A Proven Plan for Financial Fitness by Dave Ramsey
• Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! By Robert T. Kiyosaki
• BiggerPockets
• BiggerPockets Books
• Ryan Dossey's Create Cashflow Mastermind
• National Real Estate Investors Association
• Connect with Dylan Koch on Facebook
• Email Dylan Koch: [email protected]
• YFP Real Estate Investing
• Join the YFP Real Estate Investing Facebook Group
• Your Financial Pharmacist Disclaimer and Disclosures

Dr. Jodi Nishida shares what significant health event led her to a keto-based diet, why she saw an opportunity to launch her business and keto-based practice, and lessons she's learned through helping over 1500 patients with medically-guided keto.

Links Mentioned in Today's Episode

• YFP Planning: Financial Planning for Pharmacists
• Schedule a free Discovery Call with YFP Planning
• YFP 134: One Couple's Coast FI Journey
• YFP 196: How Cory Uses Improv to Create a Better Healthcare Experience
• Society of Metabolic Health Practitioners
• SMHP Symposiums & Other CME Events
• TheKetoPrescription.com
• Follow Dr. Jodi Nishida on Instagram: @theketoprescription
• The Keto Prescription YouTube Channel
• Your Financial Pharmacist Disclaimer and Disclosures

Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP® takes this question from the YFP Community: Can I invest in real estate while pursuing Public Service Loan Forgiveness (PSLF)?

Mentioned on the Show:

• YFP Planning: Financial Planning for Pharmacists
• Schedule a free Discovery Call with YFP Planning
• YFP Real Estate Investing Podcast
• YFP 248: How 3 Pharmacists Had $700,000 of Student Loans Forgiven
• Send in your questions here or to [email protected]
• Your Financial Pharmacist Disclaimer and Disclosures

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, PharmD, and David Bright, PharmD, MBA, BCACP, FAPhA, FCCP, break down loan types, discuss loan strategy, and cover key loan terminology for pharmacist real estate investors.

Links Mentioned in Today's Episode

• YFP Real Estate Investing 62: Revisiting Fundamentals in a Changing Real Estate Market
• Ask a YFP CFP® #121: Should I consider an adjustable rate mortgage for a real estate investment property?
• Join the YFP Real Estate Investing Facebook Group
• YFP Real Estate Investing
• Your Financial Pharmacist Disclaimer and Disclosures

YFP Co-Founder & CEO, Tim Ulbrich, PharmD, shares ten lessons he has learned on his journey from employee to entrepreneur.

Links Mentioned in Today's Episode

• Register for the YFP Employee to Entrepreneur Virtual Summit
• Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance
• I Was a Confused, Trapped Pharmacist Living Paycheck to Paycheck
• Seven Figure Pharmacist: How to Maximize Your Income, Eliminate Debt, and Create Wealth by Tim Church, PharmD and Tim Ulbrich, PharmD
• Start.: Punch Fear in the Face, Escape Average, and Do Work That Matters by Jon Acuff
• Start with Why: How Great Leaders Inspire Everyone to Take Action by Simon Sinek
• How I Built This Podcast
• Chris Caldwell Conscious Growth Coach
• The Partnership Charter by David Gage
• Delivering Happiness: A Path to Profits, Passion, and Purpose by Tony Hsieh
• YFP 145: How Samm Built Doc Station to Increase Value-Based Care
• The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It by Michael E. Gerber
• Traction: Get a Grip on Your Business by Gino Wickman
• Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine by Mike Michalowicz
• The End of Jobs: Money, Meaning and Freedom Without the 9-to-5 by Taylor Pearson
• The Four Agreements: A Practical Guide to Personal Freedom (A Toltec Wisdom Book) by Don Miguel Ruiz
• The Big Leap: Conquer Your Hidden Fear and Take Life to the Next Level by Gay Hendricks
• Procrastinate on Purpose: 5 Permissions to Multiply Your Time by Rory Vaden
• The Entrepreneur Roller Coaster: It's Your Turn to #JoinTheRide by Darren Hardy
• The War of Art: Break Through the Blocks and Win Your Inner Creative Battles by Steven Pressfield
• The Surrender Experiment: My Journey into Life's Perfection by Michael Singer
• A New Earth: Awakening to Your Life's Purpose by Eckhart Tolle
• The Secret by Rhonda Byrne
• Changes That Heal: Four Practical Steps to a Happier, Healthier You by Henry Cloud
• Your Financial Pharmacist Disclaimer and Disclosures

Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP® takes this question from Justin in Nassau County, NY: What options do I have for investing for retirement if I'm categorized as a 'Highly Compensated Employee'?

Mentioned on the Show:

• YFP Planning: Financial Planning for Pharmacists
• Schedule a free Discovery Call with YFP Planning
• YFP 239: Two Financial I's You May be Overlooking
• YFP 163: Investing Beyond the 401k/403b
• YFP 189: Options for Investing When You're Maxing Out Your Retirement Accounts
• Why Most Pharmacists Should Do a Backdoor Roth IRA
• Send in your questions here or to [email protected]
• Your Financial Pharmacist Disclaimer and Disclosures

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.