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Scripted Wealth | Money & Meaning for Pharmacists

Scripted Wealth: Money & Meaning for Pharmacists is a show for pharmacists who want more than just financial success. It’s for those seeking clarity, confidence, and a plan to use their money with intention.

After more than 500 episodes of the Your Financial Pharmacist Podcast, Scripted Wealth represents the next chapter, expanding the conversation from how to build wealth to how to use it to support a life that truly aligns with what matters most.

Hosted by YFP Wealth (formerly Your Financial Pharmacist) co-founders Tim Ulbrich, PharmD, and Tim Baker, CFP®, RICP®, RLP®, the show blends practical financial planning with deeper conversations about what it really means to build and enjoy wealth. You’ll hear discussions on retirement planning, investing, tax strategy, and turning your savings into a sustainable income, alongside conversations about time, purpose, identity, and the tradeoffs that come with designing a life you actually want to live.

Whether you’re approaching retirement or simply asking, “Am I on track?”, this podcast will help you align your financial decisions with what matters most.

Disclaimer: The information on this podcast is provided to you for your informational purposes only and is not intended to provide, and should not be relied on for, investment or any other advice. For more information, visit https://yfpwealth.com/disclaimer/

Latest Episodes:

Ask a YFP CFP® #117: How and when should I make extra payments on my student loans? Jun 06, 2022

Show notes

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 Carol in Missoula, MT: How and when should I make extra payments on my student loans?

Mentioned on the Show:

YFP Planning: Financial Planning for Pharmacists
Schedule a free Discovery Call with YFP Planning
Learn More About Our 1:1 Student Loan Analysis with a CFP®
Send in your questions here or to info@yourfinancialpharmacist.com
Your Financial Pharmacist Disclaimer and Disclosures

Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.

YFP Real Estate Investing 60: Helping a Pharmacist Go From "None to One" Jun 04, 2022

Show notes

Marissa Deuel, PharmD, shares her experience in the first cohort of the None to One Group Coaching Program and her successful approach to investing in real estate.

Key Points From This Episode

An introduction to today's guest, Marissa Deuel.
Marissa's pharmaceutical background and her connection to the hosts.
The motivation behind Marissa's property investment.
The clear criteria to filter through potential properties.
Why you should always check your numbers before investing.
The vetting, offering, and negotiation process when purchasing a property.
How to manage the emotions behind a business transaction.
A rehab plan to maximize the value of and rent of a property.
Marissa's recipe for successful renovations.
How to self-manage and budget your own property.
A look into the "None to One" course.
How to start planning and walking the path of real estate investing.
The most useful resources for your real estate journey.

Links Mentioned on Today's Episode

None to One Group Coaching Program
Apply for the next None to One Group Coaching Program
YFP Real Estate Investing Podcast
Email Marissa Deuel: mdeuel0605@gmail.com
Connect with Marissa Deuel on Facebook
Connect with Marissa Deuel on LinkedIn
YFP Real Estate Investing
Join the YFP Real Estate Investing Facebook Group
Your Financial Pharmacist Disclaimer and Disclosures

YFP 258: How Much Home Can You Afford? Jun 02, 2022

Show notes

Tony Umholtz talks through how to determine how much home you can afford.

Key Points From This Episode

An overview of today's guest, Tony Umholtz.
How the real estate purchase market has not slowed down but refinancing has.
Why we are in a seller's market.
What rate hikes mean and the impact they have on mortgage rates.
The impact inflation will have on rates.
Why locking as soon as possible is preferable when purchasing a home.
What the 28-36 rule is.
What banks consider when you apply for a home loan and what factors are more important.
How the appraisal gap affects the market.
The importance of considering expenses, fixed and variable, other than the loan.
How insurance changes depending on what part of the USA you are in.
The danger of over-committing to personal property insurance.
The effect of property value on tax and how that changes from state to state.
An overview of the pharmacist home loan product Tony offers through First Horizon.

Links Mentioned in Today's Episode

Ask a YFP CFP® #116: How can I balance home buying with student loans? May 30, 2022

Show notes

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 Jordan in Columbus, Ohio: How can I balance home buying with student loans?

Mentioned on the Show:

YFP Planning: Financial Planning for Pharmacists
Schedule a free Discovery Call with YFP Planning
Your Financial Pharmacist: Home Buying
Three Strategies for Buying a House with Student Loans
Send in your questions here or to info@yourfinancialpharmacist.com
Your Financial Pharmacist Disclaimer and Disclosures

Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.

YFP Real Estate Investing 59: Generational Wealth Building Through Real Estate Investing May 28, 2022

Show notes

Tony Guerra, MHCI, PharmD discusses how he has built his real estate investment portfolio and how he is using those investments to build generational wealth.

Key Points From This Episode

Tony's professional background as a pharmacist.
What motivated Tony to begin investing in real estate.
Learn the value of intergenerational wealth and knowledge.
What Tony's approach ultimately aims to achieve through finance and investing.
A brief rundown of Tony's real estate investment background and his current portfolio.
Tony shares his approaches to finance and real estate investing.
The benefits of fewer and in-demand properties: financial reassurance.
Why it is essential to get advice when deciding on a real estate investment.
How Tony approaches managing his properties from day to day.
The benefits of having handy tenants.
When Tony thinks it is the best time to start investing in real estate.
What qualities he thinks an experienced real estate agent should have.
Tony shares how his love for running helps him decide on real estate investments.
Some tips and advice for people interested in purchasing real estate.
Outline of Tony's strategy to combine his pharmacy and real estate experience.
A resource that he has found the most useful in his real estate journey.

Links Mentioned on Today's Episode

YFP 257: How This Pharmacist Helps Others Transform and Advance Their Practice to Have a Joyful Career May 26, 2022

Show notes

Dr. Kimber Boothe, PharmD, MHA, talks about her career in health systems and the pharmaceutical industry, why she founded the Kimber Boothe Group, how she has monetized her expertise, and the lessons she's learned from publishing her second book, 'Pharmfluencers: The Inspiring Stories of Pharmacy Entrepreneurs.' Key Points From This Episode

Dr. Boothe's career path in pharmacy, from clinical roles to leadership and consulting.
Defining intrapreneurship versus entrepreneurship.
The pros of allowing for intrapreneurship within an organization.
Why Dr. Boothe believes pharmacy can do more with more.
The genesis of The Kimber Boothe Group and the problems it aims to solve.
Dr. Boothe's growth goals.
The importance of being intentional about career development.
The purpose of Dr. Boothe's book, Pharmfluencers, and the information it contains.
Ways to monetize your knowledge and expertise in the pharmacy industry.
The power of mindset and tips for shaping a positive mindset.
The four levels of relationships and why Dr. Boothe believes having a coach is critical.
Dr. Boothe's transition from being a solopreneur to hiring and filling positions.

Links Mentioned in Today's Episode

Ask a YFP CFP® #115: How should I adjust my budget to prepare for my first child? May 23, 2022

Show notes

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 Blake in Indianapolis, IN: How should I adjust my budget to prepare for my first child?

Mentioned on the Show:

YFP Planning: Financial Planning for Pharmacists
Schedule a free Discovery Call with YFP Planning
How To Prepare Financially When Expecting
5 Key Financial Moves to Make with a New Baby
Send in your questions here or to info@yourfinancialpharmacist.com
Your Financial Pharmacist Disclaimer and Disclosures

Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.

YFP Real Estate Investing 58: Deep Dive: Planning for Closing Day May 21, 2022

Show notes

Nate Hedrick, PharmD and David Bright, PharmD, MBA, BCACP, FAPhA, FCCP do another deep dive, this time covering how to navigate the major milestones in the real estate purchase process and planning for closing day.

Key Points From This Episode

Discussion about some of the worries and issues surrounding closing a deal.
The difference in approach when buying a property for yourself or as a realtor.
Outline of today's topic: things that need to happen right before closing day.
Key milestones in the process of purchasing a property.
The basics of a purchase agreement between the buyer and the seller.
We learn about the inspection processes and the different types involved.
Ways in which you can handle the results of the inspection process.
Benefits when using a qualified inspector/contractor for the inspection process.
Why the process of identifying the correct titleholder is so important to closing.
Examples of some of the hidden costs when closing a purchase on a property.
Differences in process when buying a property in different states.
Two important questions should ask when closing a deal on a property.
Tips on what to look for when taking-out insurance on your new property.
Why you should consider using a lockbox for your new property.

Links Mentioned on Today's Episode

YFP 256: Why YFP Planning's Lead Financial Planners Are All CFPs® May 19, 2022

Show notes

YFP Planning Financial Planner, Kimberly Bolton, CFP® discusses why the CFP® designation is the most valuable credential when providing comprehensive financial planning, why the term financial planner in and of itself doesn't mean a whole lot, what questions you can ask to find a planner who is a good fit for you, and what someone can expect when working with a financial planner.

Key Points From This Episode

Background on Kim's professional journey to becoming a CFP®.
What inspired her to pursue a career in financial planning.
We find out about the work that Kim is currently involved with at YFP Planning.
Why the YFP team believe so much in the CFP® designation.
Some examples of how comprehensive the CFP® training is.
How working with a certified CFP® is beneficial for the client.
Kim tells us what is required to enter the CFP® course.
What people taking the CFP® board exam can expect.
Learn about the experience requirement needed after passing the exam.
The expected ethical standards once you are certified.
Differences in the types of CFP® planners in terms of fees and services.
A brief breakdown of the different fee structures associated with CFP® planners.
Examples of good questions to ask a financial planner to ensure they are the right fit for you.
Kim shares a success story about working with a CFP®.

Links Mentioned in Today's Episode

Ask a YFP CFP® #114: Should we pay off our student loans now or wait to see if the Biden Administration forgives any loans? May 16, 2022

Show notes

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 Megan in Columbus, OH: Should we pay off our student loans now or wait to see if the Biden Administration forgives any loans?

Mentioned on the Show:

YFP Planning: Financial Planning for Pharmacists
Schedule a free Discovery Call with YFP Planning
YFP 248: How 3 Pharmacists Had $700,000 of Student Loans Forgiven
Learn More About Our 1:1 Student Loan Analysis with a CFP®
Send in your questions here or to info@yourfinancialpharmacist.com
Your Financial Pharmacist Disclaimer and Disclosures

Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.

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