Financial Discretion Advised Podcast
1) Carol’s Customer Service Scam
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 ...Show More
2) When Love Becomes Leverage: Stacy's Romance Scam
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 ...Show More
3) The 2 Million Dollar Investment Scam
In this episode of Dollars to Dreams, host Tyler Hafford is joined by Penobscot Financial Advisors’ Chief Operations and Compliance Officer, Hannah Tackett, for the first in a new series on cyber scam...Show More
4) Hannah's Perfect Food Day in Portland, Maine
In this special food-themed episode of Dollars to Dreams, host Tyler Hafford is joined by PFA’s Chief Operations and Compliance Officer, Hannah Tackett, for a delightful detour from financial talk int...Show More
5) What It Means to be a Fiduciary and Why It Matters
In this episode of Dollars to Dreams, Tyler Hafford and Hannah Tackett tackle a core concept of their practice—and the trust they build with clients: fiduciary duty. Being a fiduciary isn’t just a tec...Show More
6) What's New with MainePERS in 2025
In this episode of Dollars to Dreams, Tyler Hafford and Hannah Tackett focus on a system that hits close to home for many of their clients—and themselves: the Maine Public Employees Retirement System ...Show More
7) Social Security Updates for 2025
In this episode of Dollars to Dreams, host Tyler Hafford is joined by Hannah Tackett, Chief Operations and Compliance Officer at Penobscot Financial Advisors, to unpack what’s new with Social Security...Show More
8) What is a Recession and Are We Headed Toward One?
Tyler Hafford and Hannah Tackett of Penobscot Financial Advisors break down the real meaning of a recession—how it’s defined, how it feels, and what the current economic data is signaling in 2025. The...Show More
9) What’s New in Tax Planning?
Tyler Hafford and Hannah Tackett break down key updates every investor should know—from Secure Act 2.0’s game-changing provisions like Roth 401(k) matches and 529-to-Roth transfers, to the fast-approa...Show More
10) Tax-Efficient Investing: 3 Smart Strategies to Lower Your Tax Bill
Tyler Hafford and Hannah Tackett break down three powerful tax-efficient investing strategies—Roth conversions, tax-loss harvesting, and asset location—in this year-end planning episode of Dollars to ...Show More