38. Take Control of Your Investments and Loans feat. Dr. Tim Ulbrich of Your Financial Pharmacist episode artwork

EPISODE · Jan 6, 2021

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

from OCPhA's Podcast on Pharmacy and Healthcare

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 www.ocpha.org or you can email us at [email protected]. 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!

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