Inflation, Crypto, Backdoor Roth
Dollars to Dreams: Planning with Purpose | Penobscot Financial Advisors
Release Date: 11/24/2021
PFA Celebrates the Holidays! (Tyler Hafford and Reilly Dwight)
Dollars to Dreams: Planning with Purpose | Penobscot Financial Advisors
Happy New Year from Penobscot Financial Advisors! Hannah Tackett welcomes Tyler Hafford, and Reilly Dwight to share holiday memories, favorite foods, plus a special look back at 2025 and a look forward to 2026!
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PFA Celebrates the Holidays! (Sam Chaplin and Tucker Grinnell)
Dollars to Dreams: Planning with Purpose | Penobscot Financial Advisors
Happy Holidays from Penobscot Financial Advisors! Hannah Tackett welcomes Sam Chaplin, and Tucker Grinnell to share holiday memories, favorite foods, plus a special look back at 2025 and a look forward to 2026!
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PFA Celebrates the Holidays! (Yelsh Gebreselassie)
Dollars to Dreams: Planning with Purpose | Penobscot Financial Advisors
Happy Holidays from Penobscot Financial Advisors! Hannah Tackett welcomes Yelsh Gebreselassie to share holiday memories, favorite foods, plus a special look back at 2025 and a look forward to 2026!
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PFA Celebrates the Holidays! (Libby McKay and Rebecca Schuman)
Dollars to Dreams: Planning with Purpose | Penobscot Financial Advisors
Happy Holidays from Penobscot Financial Advisors! Hannah Tackett welcomes Libby McKay, and Rebecca Schuman to share holiday memories, favorite foods, plus a special look back at 2025 and a look forward to 2026!
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PFA Celebrates the Holidays! (Julie Willette and Jim Bradley)
Dollars to Dreams: Planning with Purpose | Penobscot Financial Advisors
Happy Holidays from Penobscot Financial Advisors! Hannah Tackett welcomes Julie Willette, and Jim Bradley to share holiday memories, favorite foods, plus a special look back at 2025 and a look forward to 2026!
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PFA Celebrates the Holidays! (Craig Joncas and Jessie Dolmage)
Dollars to Dreams: Planning with Purpose | Penobscot Financial Advisors
Happy Holidays from Penobscot Financial Advisors! Hannah Tackett welcomes Craig Joncas, and Jessie Dolmage to share holiday memories, favorite foods, plus a special look back at 2025 and a look forward to 2026!
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Sam's Insights Into Digital Assets
Dollars to Dreams: Planning with Purpose | Penobscot Financial Advisors
These days, a coin can hold as much value as code, and a dollar can be digital by design. It's a burgeoning financial world out there, and there aren't many maps for this marketplace. Tyler Hafford and PFA’s Chief Investment Officer, Sam Chaplin, sit down and discuss Digital Assets, the intriguing pros, the concerning cons, and the curious comparisons to the regular economy. Despite many long years, money now always acts like money then: what might make the change is the people who are holding it. YOU’LL LEARN: How digital assets differ from physical analogues How assets like...
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When Trust Turns To Terror: Extortion From Afar
Dollars to Dreams: Planning with Purpose | Penobscot Financial Advisors
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. Today, they talk about "Ted," a victim who was tricked by a scammer into a devastating blackmail scheme, and what happened when the money ran out. Tyler and Hannah break down his story and the tactics scammers use to prey on connection, trust, and online connections, and they offer invaluable tips on how you can protect yourself from falling victim to these increasingly...
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AI V.S. DOT COM
Dollars to Dreams: Planning with Purpose | Penobscot Financial Advisors
Programming note: This episode is a quick interruption to our 5-part Cyber Scam Mini-Series—we’ll jump right back into it next week. Is today’s AI boom just dot-com all over again—or something entirely different? Tyler Hafford and PFA’s Chief Investment Officer, Sam Chaplin, dig into what’s hype, what’s real, and what long-term investors should watch: Piece by piece, they compare the details of the rise of artificial intelligence agents to the investment bubble of the 1990s known as the Dot Com Boom. Tyler and Sam go over the similarities and many differences between the two...
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Carol’s Customer Service Scam
Dollars to Dreams: Planning with Purpose | Penobscot Financial Advisors
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...
info_outlineIn this episode Tyler tackles some of the reasons for the recent rise in inflation, and how it can impact your portfolio. He also dives into the world of Crypto and how it is changing the investing landscape. The financial planning strategy on this week's episode is the Backdoor Roth.