Your Financial Pharmacist

Mar 31, 2022

YFP Co-Founder and Director of Financial Planning, Tim Baker CFP®, RLP®, talks about the three silent killers of your investment pie and how to keep your investment portfolio fit.

Key Points From This Episode

• An introduction to today’s topic.
• The importance of including tax in your financial plan.
• How tax permeates...

Mar 28, 2022

Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP® takes this question from a member of the YFP Facebook Group: Where should I start investing if I have disposable income available?

Mentioned on the Show:

• YFP Planning: Financial Planning for...

Mar 26, 2022

Nate Hedrick and David Bright do a deep dive into real estate investing spreadsheet analysis, covering how to analyze a property with different angles, strategies, and methods.

Key Points From This Episode

• The advantages of a simple starting point when investing.
• Highlights of the current success of the ‘None to...

Mar 24, 2022

Robert Lopez, CFP® and YFP Planning Lead Planner, discusses the current state of the PSLF program, plus three pharmacists share their PSLF success stories. Key Points From This Episode

• Introducing today’s topic: the PSLF success stories of three pharmacists.
• A reminder of who Robert Lopez is and his role at Your...

Mar 21, 2022

Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP® takes this question from a member of the YFP Facebook Group: Can I contribute to my Roth IRA if I'm over the income limit this year?

Mentioned on the Show:

• YFP Planning: Financial Planning for...