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Insights to Educate & Inform

Roth IRA Basics for Pharmacists Thumbnail

Roth IRA Basics for Pharmacists

A valuable tool pharmacists can use when it comes to preparing for retirement (among other things) is the ROTH IRA. It's a common account that seems pretty easy to navigate. However, there always seems to be a few details that end up tripping pharmacists up. In this episode, we are going to cover some of the basics of ROTH IRAs that pharmacists should be aware of. Because if you haven't already, you could find yourself running into these in the future.

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A Breakdown of Student Loan Debt for Pharmacists Thumbnail

A Breakdown of Student Loan Debt for Pharmacists

One of the biggest financial stressors for a young pharmacists is student debt. It's confusing to figure out what you have, what your repayment options are, and how to get to the finish line of paying them off as efficiently as possible. In this episode, Derek will breakdown what common questions pharmacists will face when it comes time to repaying their student loans. He will also provide some insight into a few of the many different area's of student loan planning.

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Life Insurance; Term or Permanent? Thumbnail

Life Insurance; Term or Permanent?

Some of the first type of interactions a young pharmacist may have with a "financial advisor" may very well be around the topic of life insurance. Life insurance is a useful product but many times the sale of life insurance can blur the lines between a beneficial product or a regrettable buying experience. In this episode, Derek will go over the basics of life insurance. He'll touch on some of the benefits you should be aware of, common features, and how to identify if your current life insurance is still appropriate for you.

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Rolling a 401(k) into an IRA. Is it right for you? Thumbnail

Rolling a 401(k) into an IRA. Is it right for you?

It's rare these days for someone to work their entire life with one company. It's also uncommon these days to find a company that is going to provide you with a pension. This forces people to take advantage of other retirement plans, like a 401(k). So in this episode Derek is going to walk you through a common decision people find themselves having to make. Do you keep your money inside your 401(k) after a job change, or move it into an IRA?

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