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 It Means to be a Fiduciary and Why It Matters
In This Episode
In this episode of Dollars to Dreams, Tyler Hafford and Hannah Tackett tackle a core concept of their practice—and the trust they build with clients: fiduciary duty. Being a fiduciary isn’t just a technical term or legal requirement; it’s a guiding principle that shapes how Penobscot Financial Advisors engages with every client. Tyler and Hannah explain what it truly means to be a fiduciary, how it differs from other financial standards (like the “suitability rule”), and why it should be one of the first questions anyone asks when choosing a financial advisor. Learn how fiduciary and fee-only models eliminate conflicts of interest and why fee transparency is essential. For those considering financial advice, the episode offers a clear lens on what to look for—and what red flags to avoid.
YOU’LL LEARN:
– Fiduciary vs. Suitability Standard – What fiduciary duty entails and how it compares to other advisory models.
– Fee-Only Structure – Why removing commissions and product sales supports objectivity and transparency.
– Client-First Relationships – How fiduciary care builds lasting trust and personalized financial planning.
Episode Archive
What's New with MainePERS in 2025
Social Security Updates for 2025
What is a Recession and Are We Headed Toward One?
What’s New in Tax Planning?
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
