Abrin Berkemeyer CFP® and Tyler Hafford recorded the first episode "What the F???" to kick off our new podcast Financial Discretion Advised!
In this episode, the two delve into the most important question to ask your financial advisor: Are you a fiduciary? After this quick 17-minute listen, you will have a clear picture of what it means to be a fiduciary, various compensation methods and how that could impact you. You will also get a glimpse into Abrin and Tyler's very different starts in the finance industry and how that has shaped their conversations around what it means to be a fiduciary.
To subscribe, find us on Apple Podcast, Spotify, PocketCasts or AnchorFM. We will be available on Google Podcasts very soon as well!
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Financial Discretion Advised • A podcast on Anchor
PFA sponsored, and PFA teammates Jim Bradley, Craig Joncas and Tyler Hafford attended the 21st Annual University of Southern Maine Alumni Association's Golf Classic last week at Val Halla Golf Course.
Four of our eight team members graduated from University of Maine schools and it is a pleasure to be involved in the UMS community and events (particularly when it includes a round of golf)!
In this week's #PFAponderings, Jim Bradley explains the HRA and why they may become an increasingly popular employer- sponsored health plan.
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Health Reimbursement Account – a new wave in employer-sponsored health coverage? — Penobscot Financial Advisors
This week's #PFAponderings looks at benchmarks and why they are an important comparison in evaluating your portfolio
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Contextual Finance- or Why Benchmarks are Important — Penobscot Financial Advisors
Congratulations to Abrin Berkemeyer for completing his Accredited Investment Fiduciary® (AIF®) last week! The AIF® designation requires an understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and the process for carrying out fiduciary responsibility. The program consists of rigorous coursework, an examination and a commitment to following the Code of Ethics and Conduct Standards.
Hats off to Abrin for his accomplishment and his never-ending commitment to learning and continuous improvements!
This week's #PFAponderings looks into the factors that influence interest rates on "safe money". Click the link below to read more!
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Why can’t I get much return on safe money? — Penobscot Financial Advisors
Team PFA gathered at the Migis Lodge on Sebago Lake for our annual retreat. The PFA Retreat is a chance for the team to spend time together and create bonds outside of the confines of our office and work.
This year, Abrin created an enormous game of LIFE for our entertainment. He also organized a photo hunt game, Bangor vs Portland office, encouraging everyone to get out and enjoy the beautiful campgrounds.
We also recorded our second episode of our new podcast and it seemed fitting that the topic was teamwork! Click the link below to listen to Teamwork is the PFA Way! https://anchor.fm/penobscotfa/episodes/Teamwork-is-the-PFA-Way-eko36f
#workfamily #worklifebalance #workperks #companyretreat #MigisLodge #sunsetcruise
Meet James Kane, our new Portfolio Administrator! James started with us in September and brings his BBA in Finance and experience in equity research and trading to the table. He has already added value to our process, assisting in data audits and sitting on our Investment Committee. Welcome to the team!
Episode 2 of Financial Discretion Advised is live!
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!
Please subscribe to keep up with future episodes which will typically cover financial planning topics and investing. We are available on all major podcast distributors.
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Teamwork is the PFA Way by Financial Discretion Advised • A podcast on Anchor
If you prefer to hear (but not have to see) Abrin and Tyler discuss the Financial Planning Process, I get it. 😅
Click the link below to find our podcast on the streaming platform of your choice!
#FinancialDiscretionAdvised #FinancePodcast #FinancialPlanning #FinancialPlanningProcess
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The Financial Planning Process by Financial Discretion Advised • A podcast on Anchor
PFA's Podcast, Financial Discretion Advised, has published its third episode today on the Financial Planning Process. Click the link below to hear about the financial planning journey that our clients take with us!
Our podcast can be found on Spotify, Apple Podcast, Google Podcast, AnchorFM or our YouTube channel. Please subscribe to get more financial planning and investment management content delivered right to your phone!
#FinancialDiscretionAdvised #Podcast #FinancialPlanning #FinancialPlanningProcess #FinancePodcast
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Financial Discretion Advised: The Financial Planning Process
Check out the latest #FinancialDiscretionAdvised podcast episode, covering the ABCs of End of Year Tax Planning!
You can subscribe to our podcast on all streaming platforms or find us on YouTube!
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E5: The ABCs of End of Year Tax Planning — Penobscot Financial Advisors
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 platforms.
https://penobscotfa.com/blog/e4-all-things-social-security/
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E4: All Things Social Security — Penobscot Financial Advisors
This week's #PFAponderings, Jim Bradley explores how the CARES Act presents a tax planning opportunity with charitable giving and some light math around how to leverage that.
Click the link below to learn more!
#taxplanning #financialplanning #CARESAct #charitablegiving
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You can give all your income to charity this year. But should you? — Penobscot Financial Advisors
Click the link below for an investment update from our Chief Investment Officer Jim Bradley and Associate Portfolio Manager Sam Chaplin.
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Market Commentary | Nov 2020
In this week's #PFAponderings, Jim Bradley describes the annuitization methods used by TIAA and how they impact lifetime income payments.
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Annuitizing TIAA Traditional: Standard and Graded Options — Penobscot Financial Advisors
The hosts of #FinancialDiscretionAdvised brought in Craig Joncas to discuss Roth Conversions!
You can watch the episode on YouTube, or find them on any podcast streaming platform.
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Financial Discretion Advised: Roth Conversions
Watch our investment commentary by clicking link below! Stay tuned to the end for a discussion on GameStop! 💎 🙌
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Market Commentary | January 2021
Meet Hannah Tackett, PFA's Chief Operations Officer & Chief Compliance Officer.
Click the video below to hear about what she does at PFA and in her off hours!
Stay tuned for more team video bios in the coming weeks!
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Hannah Tackett, IACCP®
Our Chief Wordsmith, Jim made the "Good Financial Reads"
list for XY Planning Network. His blog on "How Much Life Insurance is Enough" was featured in their "Is Life Insurance Worth It" collection. Click the link below to read more!
And Jim, keep up the stellar blogging! 🤓
BLOG.XYPLANNINGNETWORK.COM
Good Financial Reads: Is Life Insurance Worth It?
Throw Back Thursday!
December of 2019, Jim and Craig spoke with Maddy Roche of XYPN about our road to becoming an independent RIA! Click the link below to hear that episode to take a walk down memory lane.
https://blog.xyplanningnetwork.com/podcast-blog/ep-232-breaking-free-from-broker-dealers
BLOG.XYPLANNINGNETWORK.COM
Ep #232: Breaking Free From Broker-Dealers: The Careers of Craig Joncas and Jim Bradley
