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By Penobscot Financial Advisors
3.7
66 ratings
The podcast currently has 33 episodes available.
Tyler Hafford CFP® has Craig Joncas CFP® join the show to discuss the Maine State Retirement Benefit. He breaks down how the benefit is calculated and how it will impact your Social Security.
In this Episode of Financial Discretion Advised, host Tyler Hafford CPF® bring in Jim Bradley CFP® to talk about when someone might know it is time to retire. They dive into some personal experiences and what they commonly see with their clients. Additionally, the two dive into the murky waters of the interest rate environment and if we might tip into recession.
On this episode of Financial Discretion Advised Tyler Hafford CFP® brings in PFA's Portfolio Manager, Sam Chaplin CFA, to discuss what impact a strong Dollar has on the market. Sam breaks down how an extremely strong Dollar has created additional headwinds on the market in 2022 and what it might mean going into 2023.
In this episode of Financial Discretion Advised, Tyler Hafford CFP® brings on Lead Advisor Libby Mckay CFP® to discuss the topic of recessions and how it applies to today's environment. The two break down the current situation, how recessions have played out in the past and how it might impact your portfolio. For more information, check out Libby's blog on the topic - https://penobscotfa.com/are-we-in-a-recession/
On this episode of Financial Discretion Advised, Tyler Hafford CFP® weighs in on a popular investment strategy - Dollar Cost Averaging and why it might NOT be the best way to get your money into the market
In this episode of Financial Discretion Advised, Tyler brings in PFA's Portfolio Manager, Sam Chaplin, to talk about the current market conditions and if a recession is right around the corner. The two break down the recent action from the fed, inflation and the War in Eastern Europe.
In this episode of Financial Discretion Advised, Tyler Hafford CFP® talks about the rate hikes that are aimed to control inflation and how that compares to strategies used in the 80's. He also breaks down the impact of those hikes on our everyday lives. In the Financial Planning segment, Tyler explains the power of tax deferral as well as the extreme cost to delaying your investing strategy!
"In this "out of schedule" podcast, Tyler Hafford, CFP® breaks down the state of the US stock market and puts the recent drawdown in historical perspective when it comes to Military Action around the world."
Tune in to this Week’s #FinancialDiscretionAdvised episode where Hannah shares some everyday parenting hacks to save money and Tyler reviews the financial tools available to parents.
In this episode of Financial Discretion Advised Tyler brings Chief Investment Office Jim Bradley back on to discuss the current market slide, the social security system and how we might be able to fix it. Additionally, the two also breakdown how using a health savings account can make a big difference in your financial planning.
Try to fix social security yourself, and make sure to leave your solutions in the comments. We would love to see how you were able to save the system! https://www.crfb.org/socialsecurityreformer/
To check out more content, make sure to visit https://penobscotfa.com/
The podcast currently has 33 episodes available.