21 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

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.

    Inflation, Crypto, Backdoor Roth

    Inflation, Crypto, Backdoor Roth

    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. 


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    • 27 min
    Estate Planning

    Estate Planning

    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.


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    • 33 min
    Questions of the Month

    Questions of the Month

    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. 


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    • 30 min
    In the Headlines

    In the Headlines

    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!


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    • 27 min
    Fourth of July Special

    Fourth of July Special

    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. 


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    • 25 min
    Money Tips & Tricks

    Money Tips & Tricks

    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!


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    • 28 min

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