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Category: Podcast

YFP 019: How do Health Savings Accounts (HSA) Fit Into a Financial Plan?

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On Episode 19 of the Your Financial Pharmacist Podcast, we feature a listener question on an Ask Tim & Tim segment of the show. Keith from Ohio asks a question about the utility of a Health Savings Account (HSA) as a long-term investment strategy.

Submit Your Question

Do you have a financial question that we can feature on an upcoming Ask Tim & Tim segment of the show? Head on over to www.yourfinancialpharmacist.com or e-mail us at [email protected] to submit your question today!

 

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YFP 018: Maximizing the Benefits of Public Service Loan Forgiveness (PSLF)

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On Episode 18 of the Your Financial Pharmacist Podcast, we welcome back to the show YFP team member and co-author of Seven Figure Pharmacist, Tim Church, PharmD, BCACP, CDE. On this episode, we talk about qualifying criteria, pros/cons and how to maximize benefits associated with the Public Service Loan Forgiveness (PSLF) Program.

Episode 018 Special Giveaway

Along with this episode, we are providing a PSLF Checklist to ensure you are ready to go in determining eligibility criteria, where to submit required forms, and how to maximize forgiveness. Specifically, you will learn:

  • Information about PSLF eligible loans and how to confirm employer eligibility to meet the PSLF requirements.
  • Details about where and when to submit the employment certification form.
  • Ideas to reduce your adjusted gross income (AGI) to maximize forgiveness.

You can access this FREE PSLF Checklist at www.yourfinancialpharmacist.com/pslfchecklist

Featured on the Show

 

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YFP 017: Essential Questions to Ask Before Hiring a Financial Planner

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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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YFP 016: 3 Reasons Why Pharmacists Should Consider Hiring a Financial Planner

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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

 

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YFP 015: West Point to CFP: Tim Baker’s Journey to Becoming a Fee-Only Financial Planner for Pharmacists

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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

 

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YFP 014: Turning Student Debt Frustration Into Action (Debt Free Theme Hour with Derek Schwartz, PharmD)

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About Today’s Guest

Derek Schwartz, PharmD, RPh is a 2014 graduate of Ohio Northern University Raabe College of Pharmacy who currently works with the Kroger Company in the Cincinnati, OH area. After graduating in 2014 with over $180,000 in debt, Derek is on pace to being debt free in January 2018.

Featured on the Show

What You’ll Learn From This Episode

On this episode, our guest, Dr. Derek Schwartz, talks about:

  • becoming “normalized” to student debt;
  • his frustration by initial efforts to pay down his principal;
  • how he organized his loans and learned more about what other pharmacists were going through;
  • his sacrifice and how he drastically cut expenses to free up income.

 

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YFP 013: Getting Organized With Your Student Loans (Part 2)

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On Episode 013 of the Your Financial Pharmacist Podcast, we finish off our 2-part discussion of getting organized with your student loans as Tim Church rejoins Tim Baker as co-host. Tim and Tim dive deeper into the 4 strategies to pay off your student loans and discuss the associated repayment plans to consider. Tim and Tim also discuss refinancing and consolidation options and tackle the question of investing versus paying down debt.

What You’ll Learn From This Episode

  • The 4 strategies to take to pay off student loans
  • The difference between refinancing and consolidation
  • Investing versus paying off debt

Featured on the Show

  • NerdWallet: https://www.nerdwallet.com/blog/loans/student-loans/private-student-loans/
  • gov Repayment Estimator: https://studentloans.gov/myDirectLoan/repaymentEstimator.action
  • Student loan guide: https://yourfinancialpharmacist.com/studentloanguide

Contest

https://yourfinancialpharmacist.com/studentloancontest/

 

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YFP 012: Getting Organized With Your Student Loans (Part 1)

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On Episode 012 of the Your Financial Pharmacist Podcast, we change things up a bit as Tim Church joins Tim Baker in the co-host chair. On this 2-part episode we dive a little deeper into how student loans affect pharmacists, we discuss how to properly inventory your student loans, why finding your why is so important and 4 strategies to pay off your loans.

What You’ll Learn From This Episode

  • YFP team’s approach to student loans
  • How to take a proper inventory of your loans
  • Why your Why is so important
  • Overview of the 4 strategies of paying off your loans

Featured on the Show

Episode 012 Contest

https://yourfinancialpharmacist.com/studentloancontest/

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YFP 011: Millionaire Theme Hour (Interview with Sam Leveritt, PharmD, BCNP)

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On Episode 011 of the Your Financial Pharmacist Podcast, we interview Sam Leveritt, PharmD, BCNP to discuss his journey going from growing up in poverty, to graduating from pharmacy school with $250,000 in debt, to achieving a net worth today of $1.3 Million.

Featured on the Show

Previous Millionaire Theme Hours on the YFP Podcast

Episode 006: Interview with Ken & Trenie – The Healthy Pharmacists) available on iTunes and the YFP web site.

 

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YFP 010: Is Whole Life Insurance a Good Investment Strategy for College Savings?

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Episode 010 Podcast Show Notes

What You’ll Learn From This Episode

In Episode 010 of the Your Financial Pharmacist Podcast, we take our very first question on the Ask Tim & Tim segment of the show.

Leighanne from Pennsylvania asks a question about whole life insurance as a strategy for building wealth and saving for college. Here is Leighanne’s question:

What do you think about whole life insurance adding to our financial portfolio as a way to build capital and save for the kids’ college?

Submit Your Question

Now that we have our first episode of the Ask Tim & Tim segment under our belt, we are itching to do some more.

Head on over to www.yourfinancialpharmacist.com and half-way down the home page you will see an ‘Ask Tim & Tim’ section to record your question.

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