Dec 18, 2025
Tim Ulbrich, PharmD covers 10 practical year-end financial moves to reduce tax burden, build clarity, and start 2026 with confidence—plus a bonus step most people overlook.
Episode Summary
As 2025 winds down, it’s tempting to push financial decisions into January. But some of the most impactful moves you can make...
Dec 4, 2025
Tim & Tim discuss how to handle a windfall or inheritance with clarity emotionally, financially, and strategically during the biggest wealth transfer in U.S. history.
This episode is brought to you by the American Pharmacists Association (APhA).
Episode Summary
Handling a windfall or inheritance isn’t just about the...
Nov 20, 2025
Pharmacist and entrepreneur Peyton Gilbert shares how intentional living, saving 50% of income, and family business ownership created flexibility and freedom.
Episode Summary
In this episode of the YFP Podcast, Tim Ulbrich sits down with Dr. Peyton Gilbert—a pharmacist, entrepreneur, and small-business owner whose...
Nov 6, 2025
Tim & Tim discuss whether to pay off your mortgage early or invest, breaking down math, mindset, and goals for 2025’s financial landscape.
This episode is brought to you by First Horizon.
Episode Summary
In this episode of the YFP podcast, co-hosts Tim Ulbrich, PharmD, and Tim Baker, CFP®, RICP®, RLP® revisit the...
Oct 31, 2025
Tim & Tim unpack passive vs. active investing, fees, behavior, and why YFP takes an “actively passive” approach to help pharmacists reach goals.
Episode Summary
In this episode of the YFP podcast, co-hosts Tim Ulbrich, PharmD and Tim Baker, CFP®, RICP®, RLP® dive into the ongoing debate of passive versus active...