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Your Financial Pharmacist
United States
Приєднався 9 бер 2019
At Your Financial Pharmacist, we help pharmacists achieve financial freedom through:
🏁 Comprehensive financial planning and tax services
🎧 Weekly podcast
📰 Blog
✅ Guides and Checklists
🎓 Free money resources
🏁 Comprehensive financial planning and tax services
🎧 Weekly podcast
📰 Blog
✅ Guides and Checklists
🎓 Free money resources
Master Your Money My Playbook from $200k in Debt to Becoming a Seven-Figure Pharmacist
YFP Co-Founder & CEO, Tim Ulbrich, PharmD, shares his journey and playbook from paying off $200k of student loan debt to becoming a seven-figure pharmacist.
Переглядів: 627
Відео
Entrepreneurial Journeys in Pharmacy: Lessons on Growth and Success
Переглядів 5316 годин тому
From Pharmacist to Entrepreneur: Inspiring Stories and Strategies for Success Join us as we dive into the inspiring journeys of four pharmacist entrepreneurs: Brooke Griffin, Jimmy Pruitt, Kelley Carlstrom, and Natalie Park. In this insightful panel discussion, each speaker shares their unique path from pharmacy to business, detailing their background, the evolution of their entrepreneurial ven...
From Full-Time Pharmacist to Full-Time STR Investor
Переглядів 6021 годину тому
From Pharmacist to Real Estate Investor: Jeff Chheuy's Journey Join YFP Real Estate Investing Podcast co-hosts, David Bright and Nate Hedrick, as they chat with Jeff Chheuy, a retail pharmacist turned full-time real estate investor. Jeff discusses his career transition, from covering pharmacy shifts to investing in short-term rentals across various markets. He shares his pivotal aha moment, dri...
Understanding the Backdoor Roth IRA: Can You Do It Yourself?
Переглядів 23514 днів тому
Understanding the Backdoor Roth IRA: Can You Do It Yourself? In this episode, we delve into the concept of a backdoor Roth IRA, a common topic among pharmacists who earn too much to contribute directly to a Roth IRA. Tim Baker, CFP®, RICP®, RLP® explains the complex nuances and potential pitfalls of undertaking a backdoor Roth conversion, including the income limits, aggregation rule, and step-...
Digital Assets & Cryptocurrency 101
Переглядів 10121 день тому
Digital Assets & Cryptocurrency 101: Bitcoin, Blockchain, and Investment Considerations In this episode, Your Financial Pharmacist Co-Founders Tim Ulbrich, PharmD and Tim Baker, CFP®, RICP®, RLP® dive deep into the topic of digital assets and cryptocurrency, exploring their origins, investment potential, and tax considerations. They discuss what digital assets are, how they fit into investment ...
YFP 303: How This Pharmacist Paid Off $115k in Two Years
Переглядів 115Рік тому
Dr. Donisha Lewis talks about her debt-free journey, why and how she got involved in real estate investing, and how she and her husband got on the same page to achieve their financial goals. Links Mentioned in Today’s Episode * YFP Planning: Financial Planning for Pharmacists: www.yfpplanning.com/ * Schedule a free Discovery Call with YFP Planning: yourfinancialpharmacist.as.me/services * YFP B...
Ask a YFP CFP® #148: What investment options do I have for my child outside of a 529 account?
Переглядів 3Рік тому
Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes this question from Melanie in Orlando, FL: What investment options do I have for my child outside of a 529 account? Mentioned on the Show: * YFP Planning: Financial Planning for Pharmacists: www.yfpplanning.com/ * Schedule a free Discovery Call with YFP Planning: yo...
YFP 301: On FIRE with Riley Protz, PharmD
Переглядів 35Рік тому
Riley Protz, PharmD, MBA, a pharmacist on the FIRE journey since completing pharmacy administration residency training, discusses his career journey, student loan philosophy, and pathway to financial independence while living a rich and fulfilling life. Links Mentioned in Today’s Episode * YFP Planning: Financial Planning for Pharmacists: www.yfpplanning.com/ * Schedule a free Discovery Call wi...
YFP 299: Home Buying for Pharmacists: How to Determine If You're Ready, Finding an Agent, and More!
Переглядів 11Рік тому
Nate Hedrick, PharmD, The Real Estate RPh and co-host of the YFP Real Estate Investing Podcast, discusses home buying for pharmacists, how to determine if you are ready, how to find an agent, and much more. Links Mentioned in Today’s Episode * Real Estate RPh: www.realestaterph.com/ * YFP Real Estate Concierge Service: www.realestaterph.com/concierge/ * Book Your Free Jumpstart Call: calendly.c...
YFP Real Estate Investing 99: Overcoming Fear with an Entrepreneurial Perspective
Переглядів 8Рік тому
Chris Caldwell, founder of Sell As You Are, shares helpful insight into building the mindset of a successful business owner, overcoming fear pharmacists often associate with real estate entrepreneurship, and the transformative power of expressing gratitude as an entrepreneur. Links Mentioned in Today’s Episode * Sell As You Are: www.sellasyouare.com/ * The Untethered Soul: The Journey Beyond Yo...
YFP Real Estate Investing 98: Navigating 2023: Foreclosures and Assumable Loans
Переглядів 5Рік тому
Jenny White, PharmD, and Myke White, USAF, share their recent experiences in providing solutions in pre-foreclosure situations as real estate investors and their unique approach to ethical real estate investing utilizing assumable loans. Links Mentioned in Today’s Episode * YFP Real Estate Investing 05: None to One: How to Get Your FIRST Investment Property: yourfinancialpharmacist.com/rei-podc...
YFP 296: 5 Key Decisions for Long-Term Care Insurance
Переглядів 7Рік тому
YFP Co-Founder & CEO, Tim Ulbrich, PharmD, is joined by YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP®, RICP®, to talk about long-term care insurance. During the show, they discuss what long-term care insurance does and does not cover, common misconceptions about long-term care policies, and five key considerations when purchasing a policy. Links Mentioned in Today’s Epi...
YFP 295: 10 Common Social Security Mistakes to Avoid (Part 2)
Переглядів 2Рік тому
YFP Co-Founder & CEO, Tim Ulbrich, PharmD, is joined by YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP®, RICP®, to wrap up the two-part series on common social security mistakes to avoid. Links Mentioned in Today’s Episode * YFP Planning: Financial Planning for Pharmacists: www.yfpplanning.com/ * Schedule a free Discovery Call with YFP Planning: yourfinancialpharmacist.as...
YFP Real Estate Investing 95: Investing Ideas: House Hacking, 401k Real Estate, and Glamping
Переглядів 9Рік тому
Michael Crowe, PharmD, MBA, a certified specialty pharmacist, talks about having a meaningful career in pharmacy while passively investing in real estate through some creative investing ideas. Links Mentioned in Today’s Episode * Mint: mint.intuit.com/ * Follow Michael Crowe on Facebook: michaelwcrowe/ * Connect on Michael Crowe LinkedIn: www.linkedin.com/in/michaelwcrowe * Mitten ...
YFP 293: Employee to Entrepreneur with Dr. Victoria Reinhartz
Переглядів 19Рік тому
YFP 293: Employee to Entrepreneur with Dr. Victoria Reinhartz
YFP Real Estate Investing 94: What to Do With the “Old” House When You Move
Переглядів 3Рік тому
YFP Real Estate Investing 94: What to Do With the “Old” House When You Move
YFP 291: Redefining Retirement with Professor Emeritus David Zgarrick, PhD
Переглядів 5Рік тому
YFP 291: Redefining Retirement with Professor Emeritus David Zgarrick, PhD
YFP Real Estate Investing 92: Trying Something New with Pharmacist and Realtor, Dr. Michael Lee
Переглядів 51Рік тому
YFP Real Estate Investing 92: Trying Something New with Pharmacist and Realtor, Dr. Michael Lee
Ask a YFP CFP® #146: What are the pros/cons of buying an annuity?
Переглядів 8Рік тому
Ask a YFP CFP® #146: What are the pros/cons of buying an annuity?
YFP 289: Building Pricklee with Pharmacy Entrepreneur Kun Yang
Переглядів 13Рік тому
YFP 289: Building Pricklee with Pharmacy Entrepreneur Kun Yang
YFP Real Estate Investing 89: The Gift of YFP’s Most Mentioned Real Estate Book
Переглядів 32 роки тому
YFP Real Estate Investing 89: The Gift of YFP’s Most Mentioned Real Estate Book
YFP Real Estate Investing 88: Creating the Option to Retire Early with Drew Wiard
Переглядів 172 роки тому
YFP Real Estate Investing 88: Creating the Option to Retire Early with Drew Wiard
YFP 286: YFP Planning Case Study #5: Modeling Retirement Scenarios & Handling a Large Cash Position
Переглядів 112 роки тому
YFP 286: YFP Planning Case Study #5: Modeling Retirement Scenarios & Handling a Large Cash Position
YFP Real Estate Investing 87: Understanding Housing Assistance Vouchers
Переглядів 82 роки тому
YFP Real Estate Investing 87: Understanding Housing Assistance Vouchers
Ask a YFP CFP® #143: Can I use HSA money when living outside the US?
Переглядів 162 роки тому
Ask a YFP CFP® #143: Can I use HSA money when living outside the US?
YFP Real Estate Investing 86: How One Pharmacy Director Scaled to 90 Units in 5 Years
Переглядів 372 роки тому
YFP Real Estate Investing 86: How One Pharmacy Director Scaled to 90 Units in 5 Years
Ask a YFP CFP® #142: What investing vehicles should I consider if planning for early retirement?
Переглядів 12 роки тому
Ask a YFP CFP® #142: What investing vehicles should I consider if planning for early retirement?
YFP Real Estate Investing 85: Pharmacist House Hacking in a HCOL State
Переглядів 332 роки тому
YFP Real Estate Investing 85: Pharmacist House Hacking in a HCOL State
Ask a YFP CFP® #141: What's the best way to begin with investing in real estate?
Переглядів 72 роки тому
Ask a YFP CFP® #141: What's the best way to begin with investing in real estate?
YFP 282: The Top 10 Mistakes First-Time Homebuyers Make
Переглядів 52 роки тому
YFP 282: The Top 10 Mistakes First-Time Homebuyers Make
What a good webinar
Thank you for watching!
I am wondering if anyone know, whether I can reimburse myself for online counseling sessions I paid for two years ago. I have been contributing to my HSA account for 3 years now, and I also have receipts of these online counseling sessions. Thing is, the provider is from outside the US. The reason I used a foreign provider is because I speak the language and it is 5 times cheaper, than in the US. Plus they actually tell you the price before you use the service.... What conversion rate should I use if I reimburse myself today from my HSA account? Today's conversion rate, or the conversion rate that was in effect at the time of the service?
Love this video content! I love that you showed that it takes time, it’s not fast (not slow at all!). Keep on going
I tend to agree to sit on it given these uncertain times, and that higher interest rates in various savings accounts would be a small consolation. It is definitely a decision with multiple factors to consider. If it were me though, I would strongly consider it. Fortunately my wife and I have steady jobs/income that would allow us to use the “extra” income from the paid off loans to start building the emergency fund back up in a relatively short amount of time compared to the remaining life of the loan. We also have a funded HSA to draw from for any medical emergencies. So I feel our personal financial risk of paying such a lump sum from the emergency fund to pay off the loan entirely is low. Generally, I feel the sooner out of debt, the sooner one can better start saving, investing, giving, and building wealth. Thanks for the discussion!
What a great interview! Thanks for sharing Rachel :)
Thank you for having us! We had a blast!!
This is great! I've been loving the Case Study series
This is such a great topic, Chris!