Your Financial Pharmacist
Tim Ulbrich and Tim Baker
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Top 10 Your Financial Pharmacist Episodes
Goodpods has curated a list of the 10 best Your Financial Pharmacist episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Your Financial Pharmacist for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Your Financial Pharmacist episode by adding your comments to the episode page.
YFP Real Estate Investing 117: Navigating Liability: Growing Real Estate with Confidence
Your Financial Pharmacist
03/09/24 • 57 min
Attorney Brian Boyd shares his passion for educating real estate investors on tax strategies and wealth creation through real estate.
Summary
On this episode of YFP Real Estate Investing Podcast, hosts Nate Hedrick and David Bright welcome special guest, attorney Brian Boyd.
Brian, a passionate advocate for educating real estate investors on tax strategies and wealth creation through property investments, offers valuable insights on getting started, scaling up, and creating a lasting legacy. His expertise extends to conducting seminars and speaking engagements, making him a valuable resource for those looking to enhance their understanding of real estate and taxes.
This insightful discussion on real estate investing, featuring personal stories, expert advice, and practical strategies will help seasoned investors and those just getting started on their real estate investment journey to navigate the complex world of property investments and taxation.
About Today's Guest
Brian T. Boyd is a skilled business litigation attorney who works hard to address your legal problems in Franklin and throughout Middle Tennessee. At the Law Office of Brian T. Boyd, PLLC, clients receive large law firm experience and capability, plus the attentive personal service of a small law firm. Clients, big and small, get the same superior service for every business formation, commercial litigation, tax, or estate planning need. Brian will listen carefully as you express your wishes and goals. He responds with realistic assessments and uses his legal knowledge to chart the correct course of action. He is as invested in you as you are in him. Whether Brian acts as general counsel for your company or addresses an individual entrepreneur’s urgent legal matter, you receive sound recommendations and maximum availability to his expertise throughout the legal process.
Mentioned on the Show
- YFP REI 113: Short Term Rental Tax Loophole
- YFP REI 115: What is REPS?
- YFP 109: How Two Pharmacists Pay No Income Tax Through Real Estate
- YFP REI 96: Managing Risk and Taxes through a Real Estate Team with Thomas Castelli
- Bigger Pockets
- Tax Smart REI Podcast
- The Road to Serfdom
- Replace Your Income by Brian Boyd
- Brian Boyd on Instagram
- Brian Boyd on Facebook
- Subscribe to the YFP Newsletter
- YFP Disclaimer
- Your Financial Pharmacist
- YFP Real Estate Investing Facebook Group
- Nate Hedrick on Instagram
- David Bright on Instagram
- YFP Real Estate Investing Website
- David Bright on Link...
YFP 370: Your Retirement Questions Answered
Your Financial Pharmacist
08/01/24 • 43 min
Tim Baker, CFP and YFP Director of Planning answers questions from the YFP community on saving and preparing for retirement.
This episode is brought to you by First Horizon.
Summary
Planning and preparing for retirement can feel overwhelming. In this episode, Tim Baker, CFP®, RICP®, RLP®, makes the steps to planning for retirement more manageable. He answers three questions from the YFP community on retirement planning, including:
- How to determine the optimal amount to save for retirement
- Strategies for dealing with market downturns during retirement
- How different investment options impact retirement savings
This episode is brought to you by First Horizon.
About Today's Guest
Tim Baker is the Co-Founder and Director of Financial Planning at Your Financial Pharmacist. Founded in 2015, YFP is a fee-only financial planning firm and connects with the YFP community of 12,000+ pharmacy professionals via the Your Financial Pharmacist Podcast podcast, blog, website resources and speaking engagements.
Tim attended the United States Military Academy majoring in International Relations and branching Armor. After his military career, he worked as a logistician with a major retailer and a construction company. After much deliberation, Tim decided to make a pivot in his career and joined a small independent financial planning firm in 2012. In 2016, he launched his own financial planning firm Script Financial and in 2019 merged with Your Financial Pharmacist. Tim now lives in Columbus, Ohio with his wife (Shay), three kids (Olivia, Liam and Zoe), and dog (Benji).
Mentioned on the Show
- First Horizon’s Pharmacist Home Loan
- Die with Zero by Bill Perkins
- YFP Retirement Planning Series (Episodes 272-275):
- YFP Episode 272: How Much is Enough? (Retirement Planning)
- YFP Episode 273: Alphabet Soup of Retirement Accounts (Retirement Planning)
- YFP Episode 274: Risk Tolerance vs Capacity (Retirement Planning)
- YFP Episode 275: How to Build a Retirement Paycheck (Retirement Planning)
- YFP Episode 305: Understanding Annuities: A Primer for Pharmacists
- YFP Free Guide: Retirement Roadblocks: Identifying and Managing 10 Common Risks
- The Power of Working Longer (2018, Stanford Institute for Economic Policy Research)
- YFP Book a Discovery Call
- YFP Disclaimer
- Subscribe to the YFP Newsletter
- Tim Ulbrich on LinkedIn
- YFP on Instagram
- YFP Facebook Group
- Tim Baker on LinkedIn
YFP 205: Current State of the Pharmacy Job Market
Your Financial Pharmacist
05/27/21 • 39 min
Alex Barker, the founder of The Happy PharmD, talks about the current state of the pharmacy job market, considerations for those looking for their first position or switching jobs, and the intersection between your career and your financial plan.
Mentioned on the Show:
- Insuring Income: Get Quotes and Apply for Term Life and Disability Insurance
- YFP 192: Findings from the 2021 Pharmacist Salary Guide
- 2021 Pharmacist Salary Guide
- The Happy PharmD
- The Pharmacy Job Market Update: Q1 Review
- AACP Pharmacy Demand Report: 1st Quarter 2021
- JobRx 2021 Pharmacy Jobs Report
- North American Pharmacist Licensure Examination Passing Rates for 2018—2020 Graduates Per Pharmacy School
- 2019 AACP National Pharmacist Workforce Study
- U.S. Bureau of Labor Statistics, Occupational Outlook Handbook: Pharmacists
- PayScale
- YFP 104: Jason Long's FIRE Journey
- YFP 126: Going Beyond Six Figures Through Medical Writing
- YFP 197: How to Leverage What You Know as a Pharmacist to Start Your Own Consulting Business
- YFP 112: Why One PhD Pharmacist is Taking On Two Side Hustles
- Connect with Alex Barker on LinkedIn
YFP Real Estate Investing 39: Managing Tenant Turnover
Your Financial Pharmacist
01/08/22 • 42 min
Jared Wonders returns to the show to share how he manages tenant turnover as a real estate investor and busy full-time pharmacist.
Key Points From This Episode
- Jared explains how a new multi-family property meant multiple new tenants and tackling the turnover all at once.
- Some details about these two types of properties, and communicating with the tenants.
- Doing an Estoppel Certificate, and knowing your market rents when inheriting tenants.
- What action steps Jared took when two of the three tenants gave their 30-day notices.
- Talking about turnover; septic, new windows, appliances, and supply chain issues.
- Jared chats about the repair standpoint specifically and having a flexible timetable.
- How previous experience will give you the confidence to tackle the next property.
- Some creative options to solve supply chain problems.
- What is LVP, how to get great pictures, and why he did only one property at a time.
- How and when Jared listed the properties for rent again.
- Hear about the time frame before the first showing and what factors affected this.
- Scheduling viewings outside professional hours, and why he likes individual showings.
- The importance of following the Fair Housing guidelines, and having clear criteria.
- Jared talks about his tenant application process and verifying their income.
- Taking care of deferred maintenance by dealing with it during tenant turnover.
- Jared's final words of advice on screening and how to treat the tenant like your client.
Links Mentioned in Today’s Episode
- Learn More About the None to One Group Coaching Program
- Email the YFP Real Estate Investing Podcast: [email protected]
- Join the YFP Real Estate Investing Facebook Group
- YFP Real Estate Investing 38: New Years Goals for Real Estate Investing
- Your Financial Pharmacist Webinars
- YFP Real Estate Investing 02: Long Term vs. Short Term Rental Property Investing - One Pharmacist’s Perspective
- YFP Real Estate Investing 28: Property Management Fundamentals: Criteria and Pets
- Apartments.com
- BiggerPockets: Leases
- YFP Real Estate Investing
- Your Financial Pharmacist Disclaimer and Disclosures
YFP 291: Redefining Retirement with Professor Emeritus David Zgarrick, PhD
Your Financial Pharmacist
01/19/23 • 45 min
Dr. David Zgarrick, a Professor Emeritus of Northeastern University, shares why he views the next phase of life as a preferment phase of his career, why he started planning financially early in his career, and advice for new grads facing the financial headwind of competing priorities including student loans, saving for the future, and buying a home.
Links Mentioned in Today’s Episode
YFP Real Estate Investing 96: Managing Risk and Taxes through a Real Estate Team with Thomas Castelli
Your Financial Pharmacist
02/11/23 • 39 min
Thomas Castelli, CPA, CFP®, a tax strategist and real estate investor, discusses the benefits of passive real estate investing for busy pharmacists and employing tax strategy to get the most out of your real estate investments from a tax perspective.
Links Mentioned in Today’s Episode
- Tax Smart Real Estate Investors Podcast
- Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki
- Investopedia: Tax Reform Act of 1986
- REPS 03: Strategies to Qualify as a Real Estate Professional & Busting the Myths of the Internet
- The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications by Brian Burke
- Left Field Investors
- Tax Smart Real Estate Investors Facebook Group
- YFP Real Estate Investing
- Join the YFP Real Estate Investing Facebook Group
- Your Financial Pharmacist Disclaimer and Disclosures
YFP 309: Top 10 Tax Blunders Pharmacists Make
Your Financial Pharmacist
05/25/23 • 46 min
Episode Summary
The tax filing deadline is behind us so time to sit back and relax, right?! As YFP Director of Tax, Sean Richards, CPA, EA, tells us today, it’s important we are keeping tax front of mind year-round to avoid common blunders that show up during tax filing season. During this episode, Sean outlines ten of the most common mistakes he saw pharmacists make throughout the tax season including his thoughts on how year-round planning can help mitigate these mistakes.
About Today's Guest
Sean Richards, CPA, EA, received his undergraduate degree in Corporate Finance and Accounting, as well as his Master of Accountancy, from Bentley University in Waltham, MA. Sean has been a Certified Public Accountant (CPA) since 2015 and received his Enrolled Agent certification earlier this year. Prior to joining the YFP team, Sean was the Senior Treasury Manager at PRA Group, a global debt buyer based in Norfolk, VA. He began his career at American Tower Corporation where, over 10 years, he held several positions in audit, treasury, and accounting. As the Director of YFP Tax, Sean focuses on broadening the company’s existing tax planning and preparation operations, as well as developing and launching new accounting offerings, including bookkeeping, payroll, and fractional CFO services.
Links Mentioned in Today's Episode
YFP Real Estate Investing 04: How (and WHY) One Pharmacist Got Started in Real Estate Investing
Your Financial Pharmacist
05/08/21 • 45 min
On this episode, Nate Hedrick and David Bright welcome pharmacist and real estate investor, Tanh Truong, to the show to discuss how and why he got started in real estate investing early in his pharmacy career. Tanh shares how he stays motivated, long and short-term goals, and inspiration for new investors.
Mentioned on the Show
- Real Estate RPh
- Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki
- Bigger Pockets
- Bigger Pockets Forums
- Bigger Pockets Bookstore
- MLS Multiple Listing Search
- The 12 Week Year: Get More Done in 12 Weeks than Others Do in 12 Months by Brian P. Moran and Michael Lennington
- The Book on Managing Rental Properties: Find, Screen, and Manage Tenants with Fewer Headaches and Maximum Profits by Heather and Brandon Turner
- Bigger Pockets Real Estate Podcast
- Buy, Rehab, Rent, Refinance, Repeat by David Greene
- Connect with Tanh Truong on Facebook
- Follow Tanh Truong on Instagram @gin_n_tanhic
- Email Tanh Truong: [email protected]
- YFP Real Estate Investing
- Join the YFP Real Estate Investing Facebook Group
YFP 206: Three Strategies for Buying a House with Student Loans
Your Financial Pharmacist
06/03/21 • 27 min
Nate Hedrick discusses strategies for buying a home with student loans. He talks about the decision to rent vs. buy, how to determine if you're ready to buy, and three strategies to consider when deciding to buy a home with student loans.
Mentioned on the Show
- YFP Planning: Financial Planning for Pharmacists
- Register for the Free Webinar: Investing Beyond the 401(k)/403(b)
- Baker’s Dirty Dozen: Principles for Financial Independence by Joe Baker, MBA with Lindsey Jordan Baker
- The Pharmacist’s Guide to Conquering Student Loans by Tim Church, PharmD
- YFP Real Estate Investing Podcast
- Real Estate RPh
- Dave Ramsey
- YFP 018: Maximizing the Benefits of Public Service Loan Forgiveness (PSLF)
- YFP 062: The 'Other' Forgiveness
- YFP 078: Is Pursuing the Public Service Loan Forgiveness Program a Waste?
- YFP 114: Presidential Candidates' Plans for Student Loan Forgiveness
- YFP 176: How Stephanie Got $72,000 Forgiven Through TEPSLF
- YFP 040: 10 Things Every Pharmacist Should Know About Home Buying (Part 1)
- YFP 041: 10 Things Every Pharmacist Should Know About Home Buying (Part 2)
- YFP 064: 6 Steps to Home Buying (Part 1)
- YFP 065: 6 Steps to Home Buying (Part 2)
- YFP 190: 7 Ways to Reduce Your Monthly Housing Costs
- YFP 149: Crushing 400k of Debt in 5 Years
- Three Strategies for Buying a House with Student Loans
- YFP Real Estate Concierge Service
- Book a Free Call with the YFP Real Estate Concierge
YFP 329: Medicare Selection & Optimization: Common Mistakes, Tips & Tricks
Your Financial Pharmacist
10/12/23 • 28 min
On this week’s podcast, sponsored by APhA, Certified Insurance Counselor, Insurance Agent, and Medicare Specialist, Josh Workman, joins the show to cover Medicare 101 and considerations for selecting your Medicare coverage plan.
Summary
Many people (including pharmacists!) aren’t fully informed about Medicare, the options they need to consider, and the pros and cons of each option. That’s why, in this week’s episode of the podcast, we brought on Certified Insurance Counselor, Insurance Agent, and Medicare Specialist, Josh Workman to give us a Medicare 101! Tuning in, you’ll hear about Josh’s role in the world of helping seniors navigate Medicare benefits, options for coverage, and the five main differences between Medicare Advantage and Supplement plans. Finally, he shares some words of wisdom for pharmacists struggling to answer Medicare questions for themselves, family members, and even clients.
About Today's Guest
Located in the Akron Ohio area Josh Workman has been an insurance agent since 2010 with Medicare planning being his main area of focus. He started his career with Nationwide, but then moved to an Independent agency in 2014. Aside from helping individuals who are new to Medicare, he also works with professionals such as care facility coordinators, doctors and pharmacists as they assist their patients with Medicare plan decisions. Medicare can be extremely confusing so instead of the salesman angle, Josh takes an educational approach when helping his clients with Medicare Supplements, Part D Plans and Medicare Advantage Plans. One of his favorite parts of the job is teaching Medicare 101 classes to people who are new to Medicare.
Mentioned on the Show
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FAQ
How many episodes does Your Financial Pharmacist have?
Your Financial Pharmacist currently has 695 episodes available.
What topics does Your Financial Pharmacist cover?
The podcast is about Debt, Retirement, Pharmacy, Investing, Podcasts, Finance and Business.
What is the most popular episode on Your Financial Pharmacist?
The episode title 'YFP 159: 5 Lessons Learned During a Home Refinance' is the most popular.
What is the average episode length on Your Financial Pharmacist?
The average episode length on Your Financial Pharmacist is 31 minutes.
How often are episodes of Your Financial Pharmacist released?
Episodes of Your Financial Pharmacist are typically released every 3 days.
When was the first episode of Your Financial Pharmacist?
The first episode of Your Financial Pharmacist was released on Jun 28, 2017.
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