E8: Roth Conversions

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 […]

E6: Things Your Crazy Uncle Was Wrong About at Thanksgiving

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 […]