Category: Financial Planning / Podcast

 

On Episode 017 of the Your Financial Pharmacist Podcast, we wrap up our 3-part series about the financial planning industry and what to look for when hiring a planner. We’ll talk more about how they get paid and what specifically to ask to make sure you are hiring a planner that has your best interest in mind.

Episode 017 Special Giveaway

Along with this three-part series, the team at YFP has prepared an awesome giveaway that will give you the “Nuts & Bolts to Hiring a Financial Planner”. Head on over to www.yourfinancialpharmacist.com/nutsandbolts to get your copy today! In this giveaway, we cover:

• the benefits of hiring a financial planner;
• the different types of financial planners;
• how financial planners get paid;
• questions to ask when hiring a financial planner;
• how to find a trustworthy financial planner

Featured on the Show

• Episode 15 of the Your Financial Pharmacist Podcast – “West Point to CFP: Tim Baker’s Journey to Becoming a Fee-Only Financial Planner for Pharmacists”
• Episode 16 of the Your Financial Pharmacist Podcast – “3 Reasons Why Pharmacists Should Consider Hiring a Financial Planner”
• John Oliver YouTube Video (Retirement Plans: Last Week Tonight with John Oliver (HBO))
• Seven Figure Pharmacist (Chapter 15) by Tim Church and Tim Ulbrich
• Script Financial; a fee-only financial planning firm dedicated to helping pharmacists and young professionals meet their financial goals.

 

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On Episode 016 of the Your Financial Pharmacist Podcast, we continue our 3-part series about finding a financial planner that you has your best interest in mind. Specifically, we talk about the benefits a of hiring a financial planner; some obvious, others not so much.

Episode 016 Special Giveaway

Along with this three-part series, the team at YFP has prepared an awesome giveaway that will give you the “Nuts & Bolts to Hiring a Financial Planner”. Head on over to www.yourfinancialpharmacist.com/nutsandbolts to get your copy today! In this giveaway, we cover:

• the benefits of hiring a financial planner;
• the different types of financial planners;
• how financial planners get paid;
• questions to ask when hiring a financial planner;
• how to find a trustworthy financial planner

Featured on the Show

• The Laws of Wealth: Psychology and the secret to investing Success by Dr. Daniel Crosby
• Seven Figure Pharmacist (Chapter 15) by Tim Church and Tim Ulbrich
• Script Financial; a fee-only financial planning firm dedicated to helping pharmacists and young professionals meet their financial goals.
• Research supporting the value of hiring a financial planner:
  • ‘Putting a Value on Your Value’ by Vanguard
  • ‘Alpha, Beta, and Now…Gamma’ by Morningstar
  • Quantitative Analysis of Investor Behavior (QAIB) by Dalbar

 

Join the YFP Community! I Want In!

 

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On Episode 015 of the Your Financial Pharmacist Podcast, we kick off a 3-part series exploring the good, bad and ugly of the financial planning industry by interviewing the owner of Script Financial and YFP team member, Tim Baker, CERTIFIED FINANCIAL PLANNER.

Episode 015 Special Giveaway

Along with this three-part series, the team at YFP has prepared an awesome giveaway that will give you the “Nuts & Bolts to Hiring a Financial Planner”. Head on over to www.yourfinancialpharmacist.com/nutsandbolts to get your copy today! In this giveaway, we cover:

• the benefits of hiring a financial planner;
• the different types of financial planners;
• how financial planners get paid;
• questions to ask when hiring a financial planner;
• how to find a trustworthy financial planner

Featured on the Show

• Unshakeable by Tony Robbins
• Seven Figure Pharmacist (Chapter 15) by Tim Church and Tim Ulbrich
• Script Financial; a fee-only financial planning firm dedicated to helping pharmacists and young professionals meet their financial goals.

 

Join the YFP Community! I Want In!

 

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In the very first episode of the YFP Podcast, Tim Baker, CFP discusses his path to the launch of Script Financial and helping pharmacists achieve their financial goals and Tim Ulbrich, PharmD talks about his experience of being broke and working to become debt free.

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