Apr 24, 2025
Tim Ulbrich, PharmD, and Tim Baker, CFP®, break down how to find the right financial planner—covering what planners really do, how they’re paid, and the questions to ask—so you can move forward with clarity and confidence.
This episode is brought to you by First Horizon.
Summary
Not sure who to trust with your...
Apr 17, 2025
Tim Ulbrich, PharmD, reflects on losing over $100,000 during recent market volatility and shares eight powerful, experience-driven lessons from two decades of investing to help listeners navigate the emotional and practical realities of building wealth.
This episode is brought to you by APhA.
Summary
In this episode,...
Apr 10, 2025
In this episode, Julia Myers, pharmacist and founder of Generational Wisdom, shares her Family Constitution Blueprint, a tool to help families define values, build traditions, and create a lasting legacy. This episode is brought to you by First Horizon.
Summary
In this episode, Tim Ulbrich is joined by Julia Myers, a...
Apr 3, 2025
Attorney Colin Kalvas discusses PACE (Property Assessed Clean Energy) financing, including its origins, mechanisms, and applications for residential and commercial property owners.
Summary
In this episode, Colin Kalvas, a public finance and economic development attorney, joins Nate Hedrick, PharmD and David Bright,...
Mar 27, 2025
Tim Ulbrich and Tim Baker tackle questions from the YFP community on life insurance needs for expectant parents and eligibility for direct Roth IRA contributions.
Summary
On today’s episode, YFP Co-Founders Tim Ulbrich, PharmD and Tim Baker, CFP tackle two important questions from the YFP community.
First, they dive...