Taking time to reflect can bring perspective, clarity, and renewed intention. Looking ahead with purpose helps turn lessons into meaningful action. In this episode, Peter Raskin is joined by the team at Raskin Planning Group, Kathryn Broy, Alexander LaCroce, Tony Araujo, and Declan Davis for the annual Raskin Planning Group year-in-review and outlook conversation. The …
A new year often brings pressure to make changes, but thoughtful planning can be a far more useful starting point. Rather than focusing on rigid resolutions, a structured review can help households feel organized and prepared. In this episode, Peter Raskin walks through a comprehensive planning checklist to help individuals and families prepare for the …
Life can change quickly, and those shifts often leave us reassessing what matters most. Moments of uncertainty can feel heavy, yet they also open space for renewed direction. Thoughtful planning gives structure to those moments and helps guide steady decisions. In this episode, Peter Raskin reflects on the many transitions clients experienced this year and …
Turning 65 comes with many decisions, and few are as important or confusing as Medicare. Between Parts A, B, D, Medigap, and Advantage plans, it’s easy to feel overwhelmed by choices and costs. In this episode, Peter Raskin explains how Medicare works, what each part covers, and how to make informed decisions during open enrollment. …
Investors often look for ways to balance cost, performance, and control, but what if there were a method that let you own the actual stocks behind an index and tailor them to your needs? Technology has made that possible through direct indexing, a strategy that’s reshaping how investors think about diversification and tax management. In …
As the year closes, financial planning opportunities emerge that can set the stage for a stronger future. How do you make the most of tax strategies, savings tools, and estate planning before the calendar turns? What should be reviewed now to avoid last-minute stress in December? In this episode, Peter Raskin shares a practical year-end …
Insurance can feel like a maze of jargon, rising costs, and confusing policies, but it’s also one of the most important tools for protecting wealth. How do you know if your coverage is enough? When should you shop around, raise deductibles, or consider umbrella protection? In this episode, Peter Raskin talks with longtime friend Robert …
From new tax rules to little-known retirement plan strategies, 2025 is shaping up to be a year of significant changes for many taxpayers. In this episode, Peter Raskin unpacks timely provisions from the “One Big Beautiful Bill Act,” explains a tax-saving approach for employer stock, and addresses the impact of Massachusetts’ Millionaires’ Tax. With practical …
Taxes may be inevitable, but how you approach them can make a meaningful difference in your long-term financial path. In this episode, Peter Raskin unpacks the recently signed “One Big Beautiful Bill” and what it means for families and individuals. More importantly, he breaks down how to think about taxes not in isolation, but in …
Love and finances often intertwine in unexpected ways, especially in later-life marriages. From tax strategies to estate planning, every decision reflects a delicate balance between personal connection and practical considerations. In this episode, Peter Raskin explores the unique financial challenges faced by older couples tying the knot. With stories and strategies, Peter offers guidance to …