Financial Discretion Advised

Penobscot Financial Advisors
  • 3.7 (6)
  • INVESTING
Financial Discretion Advised

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. Click here to view our disclaimers and privacy policy: https://penobscotfa.com/privacy-policy/

  1. 05/30/2024

    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.

    21 min

  2. 02/08/2023

    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.

    40 min

  3. 12/27/2022

    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.

    18 min

  4. 11/09/2022

    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/

    23 min

  5. 09/04/2022

    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

    13 min

  6. 05/13/2022

    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.

    19 min

  7. 04/10/2022

    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!

    19 min

  8. 02/28/2022

    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."

    11 min
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    Ratings & Reviews

    3.7
    out of 5
    6 Ratings

    About

    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. Click here to view our disclaimers and privacy policy: https://penobscotfa.com/privacy-policy/

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