7 episodes

We will have some light conversation 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.

DISCLAIMER: The foregoing content reflects the opinions of Penobscot Financial Advisors and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security.

Financial Discretion Advised Penobscot Financial Advisors

    • Investing
    • 5.0 • 4 Ratings

We will have some light conversation 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.

DISCLAIMER: The foregoing content reflects the opinions of Penobscot Financial Advisors and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security.

    New Year, New Financial Planning Resolutions

    New Year, New Financial Planning Resolutions

    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. 


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    • 22 min
    Things Your Crazy Uncle Was Wrong About at Thanksgiving

    Things Your Crazy Uncle Was Wrong About at Thanksgiving

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


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    • 29 min
    ABCs of End of Year Tax Planning

    ABCs of End of Year Tax Planning

    Roth Conversions, Charitable Contributions, Tax Loss and Gain Harvesting... Oh my!


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    • 25 min
    All Things Social Security

    All Things Social Security

    Special Guest Jim Bradley joins Abrin and Tyler to talk about how Social Security benefits are calculated, strategies for taking Social Security benefits, and how the system could be reformed in the future. 

    To view the video with slides that are referenced in this episode, click HERE.


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    • 40 min
    The Financial Planning Process

    The Financial Planning Process

    Join Tyler and Abrin as they lay out the six key steps to the financial planning process and stay until the end for a new friendly competition among hosts.


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    • 34 min
    Teamwork is the PFA Way

    Teamwork is the PFA Way

    Big thanks to all the team members for joining Tyler and Abrin on Episode 2 of Financial Discretion Advised. We had great conversations about the benefits of working as team to support clients - some serious and some not so much. Come get introduced to everyone and their roles within the firm. Enjoy! 


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    • 36 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

hinman4373 ,

Well worth the subscribe

Great advice from a great team! Love you guys

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