Your Financial Pharmacist

May 28, 2020

Tony Umholtz, a Mortgage Manager for IberiaBank, discusses the impact COVID-19 is having on the housing market, the current landscape for those purchasing or refinancing a home, and the role of the Professional Loan Program (aka the Doctor’s Loan).

Mentioned on the Show

• 5 Steps to Getting a Home Loan
• Apply for...

May 23, 2020

Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Eric in Hoffman Estates, Illinois: Is my brokerage account portfolio allocated appropriately?

Mentioned on the Show:

• YFP Planning
• Book a Free Financial Planning Call with a YFP...

May 21, 2020

Adam Minsky, an attorney devoted to helping student loan borrowers and a Senior Contributor to Forbes, joins Tim Ulbrich on today’s episode. Adam talks about the student loan proposals that do and do not have momentum including The HEROES Act recently passed by the House, and what you should expect going forward as it...

May 17, 2020

Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Brad in Detroit, Michigan: How do I consolidate retirement accounts?

Mentioned on the Show:

• YFP Planning
• Book a Free Financial Planning Call with a YFP CFP®
• Send in your...

May 14, 2020

Rena Crawford, a PGY2 resident living in San Diego, California, joins Tim Ulbrich on the show. Rena took matters into her own hands after realizing how high the cost of living is in San Diego, especially on a resident's salary, and came up with a creative solution: to buy and renovate an old van for $7,000 and live in...