Network·Venture Capital

Penobscot Financial Advisors

Unclaimed

📍 PORTLAND, ME

Venture Capitalhealthcare
anchor.fm/penobscotfa

SEC CRD #801-108988

About

Financial Discretion Advised • A podcast on Spotify for Creators Log in Sign up EN Financial Discretion Advised By Penobscot Financial Advisors We will have some light conversations on some heavy financial planning topics to help you take control of your financial situation. We truly believe that your money should fuel your present, and build your future, and we want to make sure that it does. Click here to view our disclaimers and privacy policy: penobscotfa.com/privacy-policy/ Listen on Spotify Available on Report content on Spotify MainePERS and Social Security Financial Discretion Advised May 30, 2024 Share 00:00 21:10 MainePERS and Social Security Tyler Hafford CFP® has Craig Joncas CFP® join the show to discuss the Maine State Retirement Benefit. He breaks down how the benefit is calculated and how it will impact your Social Security. May 30, 2024 21:10 How you know it is time to Retire, interest rates and potential recession? In this Episode of Financial Discretion Advised, host Tyler Hafford CPF® bring in Jim Bradley CFP® to talk about when someone might know it is time to retire. They dive into some personal experiences and what they commonly see with their clients. Additionally, the two dive into the murky waters of the interest rate environment and if we might tip into recession. Feb 08, 2023 39:57 The Dollar and The Market On this episode of Financial Discretion Advised Tyler Hafford CFP® brings in PFA's Portfolio Manager, Sam Chaplin CFA, to discuss what impact a

Key Contact

CJ

CRAIG JONCAS

CHIEF EXECUTIVE OFFICER & CCO

📞 (207) 990-1901

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AUM

$545M

Location

PORTLAND, ME

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