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Dollars to Dreams: Planning with Purpose | Penobscot Financial Advisors

Dollars to Dreams: Planning with Purpose | Penobscot Financial Advisors

Auteur(s): Penobscot Financial Advisors
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We break down the complex world of financial planning into real, relatable conversations. Hosted by Tyler Hafford and the team at Penobscot Financial Advisors, we explore how thoughtful planning can help you take control of your finances—so your money can support the life you’re living today while building the future you’ve always imagined. To view our disclaimers and privacy policy: https://penobscotfa.com/disclosures-privacy/2025 Finances personnelles Économie
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  • When Love Becomes Leverage: Stacy's Romance Scam
    Sep 17 2025

    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 “Stacy”, a victim who lost about half of all of her wealth to online romance scams. Tyler and Hannah break down the tactics scammers use to prey on emotions and trust, and they offer invaluable tips on how you can protect yourself from falling victim to these increasingly sophisticated frauds.
    YOU’LL LEARN:
    How the Scam Works: A look at how scammers build trust and exploit victims through months of emotional manipulation, leading them to invest large sums of money into fraudulent opportunities and turn them against their families, financial institutions, and better judgment.
    Red Flags to Watch For: Practical insights on what to look out for, including the dangers of engaging with people you’ve never met in person, and investment “opportunities” that don’t include paperwork or legal interaction whatsoever.
    Protecting Yourself: Actionable strategies for safeguarding your finances, including how to spot warning signs and the importance of having a trusted contact to help you make clear decisions during emotional moments.
    The Dangers of Emotional Manipulation in Financial Scams: Learn how scammers play on your basic desires for love and financial security, and how to avoid becoming a target.

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    19 min
  • The 2 Million Dollar Investment Scam
    Sep 3 2025
    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 scams. They dive into the disturbing details of the $2 Million Illusion, also known as the Pig Butchering Scam, and share the story of “Fred”—a victim who lost his hard-earned savings to a sophisticated online scam. Tyler and Hannah break down the tactics scammers use to prey on emotions and trust, and they offer invaluable tips on how you can protect yourself from falling victim to these increasingly sophisticated frauds.
    YOU’LL LEARN:
    • How the Scam Works: A look at how scammers build trust and exploit victims through months of emotional manipulation, leading them to invest large sums of money into fraudulent opportunities.
    • Red Flags to Watch For: Practical insights on what to look out for, including the dangers of engaging with people you’ve never met in person, and the risks of transacting in cryptocurrency.
    • Protecting Yourself: Actionable strategies for safeguarding your finances, including how to spot warning signs and the importance of having a trusted contact to help you make clear decisions during emotional moments.
    • The Dangers of Emotional Manipulation in Financial Scams: Learn how scammers play on your basic desires for love and financial security, and how to avoid becoming a target.
    Voir plus Voir moins
    20 min
  • Hannah's Perfect Food Day in Portland, Maine
    Aug 20 2025

    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 into the culinary world of Portland, Maine. Hannah, an enthusiastic foodie, shares her ultimate day-long food itinerary through Portland, offering a personal and deliciously detailed take on the city’s vibrant dining scene. With local gems like Katie Made Bakery, Lenora, Cuties, and Central Provisions on the list, Hannah’s food itinerary is delicious and deeply personal, offering more than just recommendations—it’s about savoring moments, flavors, and understanding that great meals aren’t just about what’s on the plate, but who you share them with.

    YOU'LL LEARN:

    -- Portland’s Diverse Food Scene – A deep dive into the local flavor and variety that makes Portland a top-tier food city.

    -- The Joy of Shared Meals – How food becomes more meaningful when enjoyed with friends and community.

    -- Food as Self-Care and Culture – Exploring how indulgent, soulful eating fits into a balanced life and supports emotional wellness.

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    14 min
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