28 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

    • Business
    • 4.2 • 5 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.

    Recession right around the corner? Current Market Conditions, Inflation, War and the Fed!

    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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    • 19 min
    Interest hikes like the 80's?? Power of Tax Deferral and the $400k mistake you may be making

    Interest hikes like the 80's?? Power of Tax Deferral and the $400k mistake you may be making

    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!


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    • 18 min
    Russian War and the Market

    Russian War and the Market

    "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." 


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    • 10 min
    Frugal Parenting

    Frugal Parenting

    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.


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    • 44 min
    Market Corrections, Fixing Social Security, HSA

    Market Corrections, Fixing Social Security, HSA

    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/




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    • 24 min
    Alternative Assets, US Mega Caps, Financial moves for 2022 - Financial Discretion Advised

    Alternative Assets, US Mega Caps, Financial moves for 2022 - Financial Discretion Advised

    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! 


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    • 22 min

Customer Reviews

4.2 out of 5
5 Ratings

5 Ratings

hinman4373 ,

Well worth the subscribe

Great advice from a great team! Love you guys