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Financial Discretion Advised

Financial Discretion Advised

By Penobscot Financial Advisors
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.
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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. 
January 11, 2021
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.
December 3, 2020
ABCs of End of Year Tax Planning
Roth Conversions, Charitable Contributions, Tax Loss and Gain Harvesting... Oh my!
November 19, 2020
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.
November 6, 2020
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.
October 22, 2020
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! 
October 8, 2020
What the F???
On this first episode of Financial Discretion Advised we will be talking about what it means to be a fiduciary in the financial advising world and under what circumstances an advisor must act as a fiduciary. Don't worry, audio quality and our performance will only get better from here.
September 24, 2020