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

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 Ryan in Johnson City, Tennessee: How do I calculate my take home pay when contributing to retirement funds?

Mentioned on the Show:

• YFP Planning
• SmartAsset Federal Paycheck Calculator
• Episode 018: Maximizing the Benefits of Public Service Loan Forgiveness
• Episode 078: Is Pursuing the Public Service Loan Forgiveness Program a Waste of Time?
• 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 Ryan in Johnson City, Tennessee: How do I calculate my take home pay when contributing to retirement funds? 

Mentioned on the Show:

• YFP Planning
• SmartAsset Federal Paycheck Calculator 
• Episode 018: Maximizing the Benefits of Public Service Loan Forgiveness
• Episode 078: Is Pursuing the Public Service Loan Forgiveness Program a Waste of Time? 
• 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.

Tony Umholtz, a Mortgage Branch Manager for IberiaBank, joins Tim Ulbrich on the show. They discuss the considerations for financing a home purchase, the biggest mistakes people make when applying for lending, and a variety of lending options available to pharmacists including the Professional Loan Program (aka Doctor's Loan).

Mentioned on the Show

• 5 Steps to Getting a Home Loan
• YFP 40: 10 Things Every Pharmacist Should Know About Home Buying (Part 2) w/ Nate Hedrick
• YFP 41: 10 Things Every Pharmacist Should Know About Home Buying (Part 2) w/ Nate Hedrick
• YFP 64: 6 Steps to Home Buying (Part 1) w/ Nate Hedrick
• YFP 65: 6 Steps to Home Buying (Part 2) w/ Nate Hedrick
• Freddie Mac Primary Mortgage Market Survey
• Professional Mortgage Home Loan for Pharmacists
• Apply for Professional Mortgage Home Loan for Pharmacists
• Contact Tony: [email protected]

Tony Umholtz, a Mortgage Branch Manager for IberiaBank, joins Tim Ulbrich on the show. They discuss the considerations for financing a home purchase, the biggest mistakes people make when applying for lending, and a variety of lending options available to pharmacists including the Professional Loan Program (aka Doctor’s Loan).

Mentioned on the Show

• 5 Steps to Getting a Home Loan
• YFP 40: 10 Things Every Pharmacist Should Know About Home Buying (Part 2) w/ Nate Hedrick
• YFP 41: 10 Things Every Pharmacist Should Know About Home Buying (Part 2)  w/ Nate Hedrick
• YFP 64: 6 Steps to Home Buying (Part 1)  w/ Nate Hedrick
• YFP 65: 6 Steps to Home Buying (Part 2) w/ Nate Hedrick 
• Freddie Mac Primary Mortgage Market Survey
• Professional Mortgage Home Loan for Pharmacists
• Apply for Professional Mortgage Home Loan for Pharmacists
• Contact Tony: [email protected] 

Ask a YFP CFP® #10: How do I cope with the financial pressures of student loan debt while looking for a job?

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 Emily: How do I cope with the financial pressures of student loan debt while looking for a job?

Mentioned on the Show:

• YFP Planning
• YFP 115: Financial Considerations for Job Loss or Reduced Hours
• Refinance Your Student Loans
• YFP 116: Transforming Your Life and Career Through Networking
• 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.