Why I Left My Old Firm to be a Fee-Only Financial Planner This is a two-part blog series detailing my fees. This post will cover why I left my old firm and switched to the fee-only model. The second post will cover the reasons why I charge based on income and net worth. One of […]

Why Giving, Philanthropy, and Serving Are Core Parts of This Pharmacist’s Financial Plan Sarah Adkins, PharmD, discusses how and why she started a non-profit pharmacy, why giving and philanthropy are a core piece of her financial plan, and how pharmacists can get involved using their expertise to help others. About Today’s Guest Sarah Adkins is […]

How to Build a Retirement Paycheck (Retirement Planning) In the fourth episode of the four-part series on retirement planning, Tim Ulbrich, PharmD, and Tim Baker, CFP®, RLP®, discuss how to build a retirement paycheck. Episode Summary In this week’s episode, Your Financial Pharmacist Co-founders Tim Ulbrich, PharmD, and Tim Baker, CFP®, RLP®, wrap up our […]

Risk Tolerance vs Risk Capacity (Retirement Planning) In part three of the four-part series on retirement planning, Tim Ulbrich, PharmD, and Tim Baker, CFP®, RLP®, explain why it’s critical to evaluate how much risk you are able to stomach versus how much risk you should take to achieve your long-term savings goal and considerations for […]

Alphabet Soup of Retirement Accounts (Retirement Planning) On this episode, sponsored by Insuring Income, Tim Ulbrich, PharmD, sits down with Tim Baker, CFP®, RLP®, for the second part of the four-part series on retirement planning. Together they discuss the alphabet soup of retirement accounts including commonly used vehicles for accruing a nest egg.  Episode Summary […]

How Much Is Enough? (Retirement Planning) On today’s episode, sponsored by APhA, Tim Ulbrich, PharmD, sits down with Tim Baker, CFP®, RLP®, to discuss how much you need for retirement in part one of the four-part series focused on retirement planning. Episode Summary Tim Ulbrich, PharmD, sits down with Tim Baker, CFP®, RLP®, to discuss […]

Financing a Home Purchase FAQ On this episode sponsored by First Horizon, Tony Umholtz takes questions from the YFP Facebook Group related to financing a home purchase including how much down payment is required with a doctor type loan, what to look for when choosing a lender, and ways to reduce the interest rate in […]

YFP Planning Case Study #3: Financial and Life Considerations As Retirement Nears On this episode, sponsored by Insuring Income, YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP® is joined by YFP Planning Lead Planners, Kelly Reddy-Heffner, CFP®, CSLP®, CDFA®, and Robert Lopez, CFP® to discuss a financial planning case study on financial […]

How to be Frugal During Inflation On this episode, sponsored by Insuring Income, Jen Smith, a personal finance expert and co-host of the Frugal Friends Podcast, discusses strategies to practice frugality in a high inflationary period, how she was able to pay off $78k in debt while battling unemployment, and strategies for listeners to explore […]

Buying a Home with Spiking Interest Rates, Inflation, and Market Insanity Nate Hedrick, The Real Estate RPh and co-host of the YFP Real Estate Investing Podcast, discusses how interest rates, inflation, and market insanity are impacting home buyers. Episode Summary On this episode of the Your Financial Pharmacist podcast, YFP Co-Founder & CEO, Tim Ulbrich, […]

Second Half of 2022…Are You on Track? 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. Episode Summary In this week’s episode of the Your Financial Pharmacist podcast, YFP Co-founder & CEO, Tim Ulbrich, PharmD, takes a moment to reflect […]