Feb 27, 2025
Tim Baker, CFP®, RICP®, RLP® and Tim Ulbrich, PharmD discuss the importance of maintaining a balanced asset allocation, the nuances of risk tolerance and capacity, and the different accounts you should be rebalancing.
Brought to you by First Horizon.
Summary
In this episode, Tim Baker, CFP®, RICP®, RLP®, and...
Feb 20, 2025
Tim Ulbrich, PharmD, and Tim Baker, CFP®, RICP®, RLP® dive into the challenges and rewards of managing money in a relationship.
Summary
In this episode, Tim Ulbrich, PharmD, and Tim Baker, CFP®, RICP®, RLP® dive into the challenges and rewards of managing money in a relationship.
They break down how different...
Feb 13, 2025
Tim Ulbrich & Nate Hedrick break down 2025 housing trends, agent tips & the new buyer’s agreement. Sponsored by Real Estate RPH.
Summary
Tim Ulbrich, YFP Co-Founder talks with Nate Hedrick, PharmD and Founder of Real Estate RPh as they break down the key trends shaping the 2025 housing market, from declining home...
Feb 6, 2025
Tim Ulbrich, YFP Co-Founder welcomes back David Zgarrick, PhD to share his journey into "preferment," balancing retirement, financial planning, and staying engaged through teaching and consulting.
Summary
In this episode, Tim Ulbrich, YFP Co-Founder, welcomes back David Zgarrick, PhD, as he shares his journey into what...