Episode 16 – Contingency Planning for Retirement



Many things in life are outside of our control. However, planning for those uncontrollable events places you back in the driver’s seat.

In this episode of Wealth Is in the Details Podcast, Peter Raskin discusses contingency planning and how what we plan for is something we can control.

In this episode, you will learn:

  • Why it is so important to discuss mortality with your financial advisor, no matter how morbid it may feel
  • How to use life insurance as a part of your contingency plan
  • Different tactics you can use to create your retirement contingency plan 
  • And more!

Listen to this episode with Peter Raskin and start creating your contingency plan today!

Resources:  Raskin Planning Group | Contingency Planning Exercise | 5 Challenges When Planning Your Wealth Journey Whitepaper

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Disclosure: The is not intended to be a substitute for professional investing advice always seek the advice of your financial adviser or other qualified financial service provider with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.