Jul 30, 2020
Tim Ulbrich and Tim Baker talk about investing beyond the 401k or 403b and break down the traditional IRA, Roth IRA, HSA, SEP IRA and taxable/brokerage accounts and discuss their contribution limits, how to appropriately use them and the advantages and disadvantages of each.
Mentioned on the Show
Jul 26, 2020
Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Robert Lopez, CFP®, takes this question from Kaitlin in Columbus, Ohio: Do I make too much to contribute directly to a Roth IRA?
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Jul 22, 2020
Tim Ulbrich and Tim Baker, CFP® dig into credit, a not so exciting but incredibly important part of the financial plan. They talk about what makes up a credit score, the impact of good (or poor) credit, how to find and interpret your credit score, the difference between hard vs soft credit checks and how to...
Jul 19, 2020
Ask a YFP CFP® #28: Why have interest rates gone up on my federal student loans?
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 Christian in Arkansas: Why have interest rates gone up on my federal student loans?
Mentioned on the...
Jul 16, 2020
Cameron Huddleston, award winning journalist and author of Mom and Dad, We Need to Talk: How to Have Essential Conversations with Your Parents About Their Finances joins Tim Ulbrich to talk about five key financial lessons to teach your kids.