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Your Financial Pharmacist


Jan 1, 2022

Tim Ulbrich and Tim Baker discuss goal setting, the importance of your ‘why,’ and translating each to a realistic plan toward real estate strategy in 2022.

Key Points From This Episode

  • How to start the year off with strong goals and taking the time to revisit your 'why'.
  • Some examples of realistic goals and why they matter in day-to-day reality. 
  • Why having a planner who asks the right questions is crucial.
  • The importance of the act of recurring planning as opposed to having a static plan. 
  • How humans grow and change over time; and your financial plan should too!
  • Steps to overcome the dilemma of saving versus paying towards your goals. 
  • Tim Baker shares some ways to tackle the fear around concepts of debt. 
  • Hear about some observations of the benefits of having a community or a coach.
  • Tim Ulbrich gives a healthy reminder about avoiding comparisons. 
  • What one-on-one coaching really does for you, and why YFP planning is different.
  • The one thing to start with if you're a pharmacist who has decided to take the plunge. 
  • Including things in your budget that are just for you, like quality time with your spouse.
  • Tim Ulbrich recommends a book that created a pivotal moment in his journey.
  • How you can just cannonball into the water sometimes and figure it out as you go. 
  • An exciting announcement: how you can apply for our first group coaching class!
  • Who would be a good fit for this course, and what we're planning for the future.

Links Mentioned in Today’s Episode