Scripted Wealth | Money & Meaning for Pharmacists

YFP Wealth
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Apr 20, 2020 • 8min

Ask a YFP CFP® #18: Should I pay on my federal loans while my payments are suspended due to the CARES Act?

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 Calvin: Should I pay on my federal loans while my payments are suspended due to the CARES Act? Mentioned on the Show: YFP Planning File Your Taxes with YFP Ally Bank YFP 146: COVID-19: Financial Considerations Refinance Your Student Loans Send in your questions here or to info@yourfinancialpharmacist.com 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.
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Apr 16, 2020 • 37min

YFP 148: How One Couple Got Started in Real Estate Investing

Jenny and Myke White join Tim Ulbrich to share their journey into real estate investing. They talk about why they feel like real estate investing is a good fit for them, how they got financially ready to purchase their first property, the good and the bad of owning an investment property and future goals they have for building their portfolio. Mentioned on the Show YFP Planning BiggerPockets Rich Dad, Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not by Robert T. Kiyoaski BiggerPockets Real Estate Podcast BiggerPockets Real Estate Investment Calculators Long-Distance Real Estate Investing: How to Buy, Rehab and Manage Out-of-State Rental Properties by David Greene
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Apr 12, 2020 • 8min

Ask a YFP CFP® #17: What investment options are available if I don't have a 401(k) option with my employer?

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 Kristin in Fort Smith, Arkansas: What investment options are available if I don't have a 401(k) option with my employer? Mentioned on the Show: YFP Planning Send in your questions here or to info@yourfinancialpharmacist.com 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.
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Apr 9, 2020 • 35min

YFP 147: How One Pharmacist is Turning Tragedy Into Triumph

Phillip Beach, Director of Pharmacy at Arkansas Continued Care, talks about his career journey, his path toward financial independence, and the start of the Harper Faith Foundation, a 501(c)3 non-profit that was founded in memory of his daughter Harper Faith Beach who was born with hypoplastic left heart syndrome (HLHS). Mentioned on the Show YFP Planning Phillip Beach on LinkedIn Seven Figure Pharmacist by Tim Church and Tim Ulbrich Harper Faith Foundation Dr. Adam Martin, The Fit Pharmacist Harper Faith Foundation - Amazon Wishlist YFP Facebook Group Legal Zoom YFP 134: One Couple's Coast FI Journey YFP 111: One New Practitioner is on FIRE YFP 104: Jason Long's FIRE Journey YFP 083: You Know Where the Weight Room Is?: TJ's Rise to Becoming an Entrepreneur
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Apr 2, 2020 • 1h 27min

YFP 146: COVID-19: Financial Considerations

Things are changing on a daily basis secondary to COVID-19. In these unprecedented times, there are a lot of financial concerns people are likely having. On this episode sponsored by APhA, Tim Baker, CFP® answers questions about investing, the uncertainty of work and student loans. Mentioned on the Show Join APhA - Get 25% off Your Membership with Code: YFP2020 YFP Planning CARES Act APhA & YFP: Financial Education Ally Bank 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 Seven Figure Pharmacist by Tim Church and Tim Ulbrich The Index Revolution: Why Investors Should Join it Now by Charles D. Ellis and Burton G. Malkiel MONEY Master the Game: 7 Steps to Financial Freedom by Tony Robbins APhA & YFP Webinars CIT Bank File Your Taxes with YFP YFP Facebook Group NSLDS Refinance Your Student Loans YFP 018: Maximizing the Benefits of Public Service Loan Forgiveness YFP 078: Is Pursuing the Public Service Loan Forgiveness Program a Waste? YFP 114: Presidential Candidates' Plans for Student Loan Forgiveness w/ Richard Waithe, PharmD Ask a YFP CFP® a Question
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Mar 27, 2020 • 14min

Special Update: Senate Stimulus Bill

On this bonus episode, Tim Ulbrich and Robert Lopez, CFP® dig into the stimulus bill which was passed by the Senate on March 25. Although it's not a done deal yet, Robert and Tim discuss how six months of not paying on direct federal student loans could affect your financial game plan and what you need to know about the stimulus checks. Mentioned on the Show: File Your Taxes with YFP YFP Planning
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Mar 26, 2020 • 48min

YFP 145: How Samm Built DocStation to Increase Value-Based Care

Samm Anderegg is on a mission to fix healthcare through his company DocStation. DocStation a software platform for healthcare teams, enabling pharmacists to provide value-based care to patients. Samm talks about his shift from a traditional career path to starting his own company and how his work with DocStation aligns with his vision for the future of pharmacy practice. Mentioned on the Show Refinance Your Student Loans DocStation The Pitch Techstars PillPack Ohio Pharmacists Association Crossing the Chasm: Marketing and Selling High-Tech Products to Mainstream Customers by Geoffrey A. Moore and Regis McKenna Behind the Cloud: The Untold Story of How Salesforce.com Went from Idea to Billion-Dollar Company-and Revolutionized an Industry by Marc Benioff and Carlye Adler Good to Great: Why Some Companies Make the Leap and Others Don't by Jim Collins The Hard Thing About Hard Things: Building a Business When There are No Easy Answers by Ben Horowitz Get Started with DocStation Connect with Samm on LinkedIn Follow Samm on Twitter Connect with DocStation on LinkedIn Follow DocStation on Twitter Follow DocStation on Facebook
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Mar 20, 2020 • 32min

YFP 144: How Two Pharmacists Paid Off $214k of Student Loans in 17 Months

Levi Ellison, PharmD, shares how he and his wife paid off $214,594.55 of student loans over 17 months. Levi talks about the motivations behind such an aggressive repayment strategy, how they were able to do it and what they hope to accomplish now that they are debt free. Mentioned on the Show PolicyGenius Total Money Makeover by Dave Ramsey EveryDollar I Will Teach You to Be Rich by Ramit Sethi Compass Money Map Financial Peace University
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Mar 12, 2020 • 56min

YFP 143: How Using Your Creativity Can Spark a Six-Figure Business

Stephanie Roberts, PharmD joins Tim Church to share how she went from full-time pharmacist to full-time mixed media artist after an Instagram influencer shared her pill petri art and made it go viral. Mentioned on the Show Credible Mortgage Refinance Art by Stephanie on Instagram Win Stephanie's Art: Your Financial Pharmacist on Instagram Eli Lilly Justin Gaffrey Things I Bought and Liked
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Mar 9, 2020 • 9min

Ask a YFP CFP® #16: What should I do with the extra money I have each month after paying off a home loan?

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 Sarah in Milton, West Virginia: What should I do with the extra money I have each month after paying off a home loan? Mentioned on the Show: YFP Planning Refinance Your Student Loans CommonBond First Republic Student Loan Refinance Table Refinance Your Mortgage Send in your questions here or to info@yourfinancialpharmacist.com 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.

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