In this Episode of Financial Discretion Advised, Tyler brings on Sam Chaplin to discuss Alternative Assets, US Mega Caps, and some financial planning moves to set 2022 for success! Listen in as Sam brings his expertise on all these topics and more! 

In this Episode, Tyler had Jim Bradley back on to discuss some of the recent headlines and an important end of year financial planning topic. They explore how the Omicron Variant has impacted the market, and how coronavirus as whole has impacted the market. Jim gives some insight on some of the fads in the market, specifically the Santa Claus Rally. The Financial Planning topic on this episode is Required Minimum Distributions. 

In this episode Tyler tackles some of the reasons for the recent rise in inflation, and how it can impact your portfolio. He also dives into the world of Crypto and how it is changing the investing landscape. The financial planning strategy on this week's episode is the Backdoor Roth. 

With Halloween coming up and the talk of ghosts, ghouls, skeletons, and death, Abrin and Tyler sit down to talk about estate planning strategies. Sit back relax and enjoy the conversation which also touches on favorite Halloween candies and the headlines about the debt ceiling, a trillion dollar coin, and Facebook being back in the news.

Abrin and Tyler discuss a variety of topics while answering common questions the advisors of our firm get all the time. Listen along and maybe grab an answer to a question that has been on your mind then submit your own questions. 

Abrin and Tyler have sifted through the news and picked out a few topics directly and indirectly tied to the markets and the economy for discussion. We've got inflation, we've got used cars, we've got a new jobs report, Robinhood IPOing, and Bezos making it to space all on the docket so tune in!

As we commemorate the Fourth of July and the Declaration of Independence, Abrin and Tyler revisit why independence is important as an advisor and talk about financial independence in the context of the declaration. 

Abrin and Tyler have some fun with 10 small things anyone can do to help better their financial situation.   

1. Pay yourself first 

2. Bucket your money 

3. Automate savings 

4. Avoid investment fads 

5. Take free money  

6. Avoid the daily latte 

7. Create a budget 

8. Earn cash back using credit (responsibly) 

9. Shop around 

10. Buy wholesale/meal prep  

Plus one bonus tip snuck in there!

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.