33 episodes
Financial Discretion Advised Penobscot Financial Advisors
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- Business
We will have some light conversations on some heavy financial planning topics to help you take control of your financial situation. We truly believe that your money should fuel your present, and build your future, and we want to make sure that it does.
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MainePERS and Social Security
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.
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How you know it is time to Retire, interest rates and potential recession?
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.
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The Dollar and The Market
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.
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Are we in a Recession?
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/
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To Dollar Cost Average or Not?
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
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Recession right around the corner? Current Market Conditions, Inflation, War and the Fed!
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.
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