Dollars To Dreams Financial Planning Podcast
Personalized Planning with Purpose– start investing smarter, even when the market isn’t. Tune in today wherever you get your podcast.
Looking for practical advice on how to take control of your money and plan for a better future? Each episode, hosted by Tyler Hafford, CFP®, and the team at Penobscot Financial Advisors, breaks down the complex world of financial planning into clear, relatable conversations designed to help you make smarter decisions with your money.
Whether you’re planning for retirement, navigating investments, or trying to build a budget that actually works, this podcast gives you the tools to support your current lifestyle and build the future you’ve always imagined.
Latest EpisodeWhat’s New in Tax Planning?
In This Episode
Tyler Hafford and Hannah Tackett break down key updates every investor should know—from Secure Act 2.0’s game-changing provisions like Roth 401(k) matches and 529-to-Roth transfers, to the fast-approaching 2025 expiration of current tax laws. With timely insights and practical examples, they show how to leverage today’s rules to minimize future taxes and why proactive planning now could pay off big later.
You’ll learn:
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Secure Act 2.0 Updates – What’s changed with RMDs, Roth employer contributions, and 529 plans.
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529 Plans Reimagined – Why these accounts are now more flexible and powerful than ever for family financial planning.
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2025 Tax Law Expiration – What may change, what to watch for, and how to plan proactively before tax rates increase.
Episode Archive
Three Smart Strategies to Lower Your Tax Bill
Why Time in the Market Beats Timing the Market
Staying the Course: Smart Investing Through Market Volatility
MainePERS and Social Security
How you know it is time to Retire, interest rates and potential recession?
The Dollar and The Market
