1. Take Control of Your Investments and Loans feat. Dr. Tim Ulbrich of Your Financial Pharmacist

On today’s episode, we speak with co-founder and CEO of Your Financial Pharmacist, Dr. Tim Ulbrich, and about investment and loan strategies.

Topics include:

  • IRA versus Roth IRA
  • Taxable versus nontaxable funds
  • Goal setting and why you’re investing
  • Loan repayment strategies

To reach out to Dr. Ulbrich, you can visit his LinkedIn page at https://www.linkedin.com/in/timulbrich/
Check out Your Financial Pharmacist at https://yourfinancialpharmacist.com/

Additional Resources:
https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-401k-and-profit-sharing-plan-contribution-limits

https://www.irs.gov/retirement-plans/traditional-and-roth-iras

https://www.irs.gov/publications/p969

As always, you can visit us at https://ocpha.org or you can email us at info@ocpha.org. Follow us on social media and share this podcast with your friends!

Twitter: @OCPhA_CA

Instagram: @OCPhA

Facebook: OC Pharmacists

Visit our parent organization, the California Pharmacists Association

Until next time, OCPhA is reminding you to get determined, get inspired!