Executive Summary On this episode of Financial Discretion Advised, hosts Abrin and Tyler bring on Craig Joncas to discuss the ever-popular financial strategy of Roth Conversions. Craig is one of the managing partners of Penobscot Financial Advisors and has over a decade of experience in the field. Traditional IRA vs Roth IRA Abrin starts the show off by describing […]
Executive Summary This week’s episode gets us ready for the long-awaited transition to 2021, as advisors Abrin Berkemeyer CFP® and Tyler Hafford go over New Year’s Resolutions to get your finances in order. Goodbye 2020 and Hello 2021! Resolution #1 – Build a Budget Abrin and Tyler dive into the importance of starting at the basics. While building a budget isn’t […]
Executive Summary This week’s episode gets into the holiday spirit as advisors Abrin Berkemeyer CFP® and Tyler Hafford dive into the common questions they get from relatives at the Thanksgiving table, as well as the financial planning tools they are most thankful for. Tune in and see the Things your crazy uncle might have been […]
Executive Summary Listen to this week’s podcast episode to learn the ABCs of tax planning! Advisors Abrin Berkemeyer CFP® and Tyler Hafford explain the impact of the CARES Act on taxes this year, as well as some tax planning basics. We encourage you to reach out to your financial advisor and tax preparer to see […]
Executive Summary In Episode 4, All Things Social Security, Abrin and Tyler call upon the wisest among us, Jim Bradley, to shed some light on Social Security, how it is calculated, and Social Security income strategies. You can watch the episode on our YouTube Channel or listen to it on any of the podcast streaming […]
Executive Summary Episode 3 is ready for viewing! We decided to record video as well as audio this go-around. You can watch advisors Abrin CFP® & Tyler discuss the planning process and how we create “living” plans… meaning it is not a set it and forget it process, but one that adjusts overtime as everyday […]
This week’s episode, Teamwork is the PFA Way, takes a look into our team approach. Learn more about the power of the team approach and what each member brings to the table by clicking the link below! Subscribe To subscribe, find us on Apple Podcast Google Podcasts Spotify PocketCasts AnchorFM.
James Kane joined Penobscot Financial Advisors September 15th, 2020 as a Portfolio Administrator. James graduated from Loyola University Maryland with a degree in Finance, and has experience in equity research and trading – rewarding him with the skillset to tackle any challenge and deliver superior client service in his new role with PFA. When not […]
PFA Launches a Podcast – Financial Discretion Advised Executive Summary Abrin Berkemeyer CFP® and Tyler Hafford recorded the first episode “What the F???” to kick off our new podcast Financial Discretion Advised. The two delve into the most important question to ask your financial advisor: Are you a fiduciary? After this quick 17-minute listen, you […]
