With a little distance between them, Tyler in the Bangor office and Abrin in the Podcast room, the two discuss UMaine plan topics specific to a large subset of our firm's clients: University of Maine Employees. Strap in because this episode contains bad jokes and dad jokes - you have been warned. 

Tyler and Abrin tackle the tax implications of withdrawing money from different types of investment accounts and take a deeper look at capital gains for taxable accounts.

Tyler is out and Sam is in for this episode on inflation. Come meet another member of the team as Abrin and Sam talk about a pressing concern in today's environment: inflation. 

Special Guest Craig Joncas joins Abrin and Tyler to talk how financial advisors get paid.

Jim Bradley enters the arena to discuss ESG investing with Abrin and Tyler. Join to learn more about how ESG investing has progressed over the years and how it can be incorporated into an investment strategy. 

Abrin and Tyler talk about the current state of the Maine Real Estate market, mortgage rates, and more on today's episode of Financial Discretion Advised.

Tyler and Abrin are back to banter as they discuss the basic principles, fads, management styles, and transitioning to withdrawing assets in retirement. 

Craig Joncas joins Abrin and Tyler to talk about Roth Conversions and Roth Conversion Strategies. 

Hello, hello! We hope everyone had a Happy New Year on this holiday themed episode. We are ringing in the new year with new mics and some tips on how to achieve financially related New Year's resolutions. 

Abrin and Tyler discuss Thanksgiving dinner table financial planning questions and what planning tools they are thankful for this year.