The Dollar and The Market
Financial Discretion Advised
by Penobscot Financial Advisors
10M ago
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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/penobscotfa/message ..read more
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Are we in a Recession?
Financial Discretion Advised
by Penobscot Financial Advisors
10M ago
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/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/penobscotfa/message ..read more
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To Dollar Cost Average or Not?
Financial Discretion Advised
by Penobscot Financial Advisors
10M ago
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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/penobscotfa/message ..read more
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Recession right around the corner? Current Market Conditions, Inflation, War and the Fed!
Financial Discretion Advised
by Penobscot Financial Advisors
10M ago
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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/penobscotfa/message ..read more
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Interest hikes like the 80's?? Power of Tax Deferral and the $400k mistake you may be making
Financial Discretion Advised
by Penobscot Financial Advisors
10M ago
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! --- Send in a voice message: https://podcasters.spotify.com/pod/show/penobscotfa/message ..read more
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Russian War and the Market
Financial Discretion Advised
by Penobscot Financial Advisors
10M ago
"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."  --- Send in a voice message: https://podcasters.spotify.com/pod/show/penobscotfa/message ..read more
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Frugal Parenting
Financial Discretion Advised
by Penobscot Financial Advisors
10M ago
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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/penobscotfa/message ..read more
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Market Corrections, Fixing Social Security, HSA
Financial Discretion Advised
by Penobscot Financial Advisors
10M ago
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.c ..read more
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Alternative Assets, US Mega Caps, Financial moves for 2022 - Financial Discretion Advised
Financial Discretion Advised
by Penobscot Financial Advisors
10M ago
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!  --- Send in a voice message: https://podcasters.spotify.com/pod/show/penobscotfa/message ..read more
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Omicron, Santa Claus Rally, RMD's - Financial Discretion Advised
Financial Discretion Advised
by Penobscot Financial Advisors
10M ago
In this Episode, Tyler had Jim Bradley back on to discuss some of the recent headlines and an important end of year financial planning topic. They explore how the Omicron Variant has impacted the market, and how coronavirus as whole has impacted the market. Jim gives some insight on some of the fads in the market, specifically the Santa Claus Rally. The Financial Planning topic on this episode is Required Minimum Distributions.  --- Send in a voice message: https://podcasters.spotify.com/pod/show/penobscotfa/message ..read more
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