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 EpisodeCarol’s Customer Service Scam
In This Episode
In this episode of Dollars to Dreams, host Tyler Hafford is joined by Penobscot Financial Advisors’ Chief Operations and Compliance Officer, Hannah Tackett, for another installment in a new series on cyber scams. They dive into the alarming aspects of two successive scams, and share the story of “Carol”, a victim who lost more than she bargained for with a customer service scam. Tyler and Hannah break down the tactics scammers use to prey on reputations and receipts, and they offer invaluable tips on how you can protect yourself from falling victim to these increasingly sophisticated frauds.
YOU’LL LEARN:
How the Scam Works: A look at how scammers pretend to be services, in hopes of squeezing more money out of you under the guise of customer service.
Red Flags to Watch For: Practical insights on what to look out for, including the dangers of fake customer service numbers, sending money to receive money, and the risks of transacting in cryptocurrency.
Protecting Yourself: Actionable strategies for safeguarding your finances, including how to spot warning signs and the importance of keeping a steady head in the face of urgency.
Episode Archive
When Love Becomes Leverage: Stacy's Romance Scam
The 2 Million Dollar Investment Scam
Hannah's Perfect Food Day in Portland, Maine
What It Means to be a Fiduciary and Why It Matters
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
