Monthly Archives: December 2019

Episode 25 – Do You Know Your Investment Risk Tolerance?



For many Americans, the idea of “risk” when it comes to your investments can be scary. You want to feel secure in your finances, especially when it comes to your future. 

In this episode, Peter Raskin debunks common misconceptions about risk in the market and explains why risk can be a good thing. 

In this episode, you will learn:

  • What makes risk in your investments different from risk in gambling
  • Why Peter says you can construct a portfolio to meet all levels of risk tolerance
  • The four aspects of risk in investments
  • Why “risk tolerance” is not a value statement
  • Why short- and long-term objectives are imperative to determining risk tolerance
  • And more!

Tune in today to learn more about risk tolerance and how to plan with risk in mind. 

Resources  Raskin Planning Group | Episode 8: Financial Decision Making Isn’t Always Rational

Disclosure: This 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.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

CRN-2794102-102519


Episode 24 – Make Your Travel Dreams Come True — With Jacqui Lewis



It’s important to build your financial plan around more than just your needs — to consider your wants as well. 

In this episode of Wealth is in the Details Podcast, Peter Raskin speaks with guest Jacqui Lewis, president and managing director of Audley Travel North America. Jacqui gives you special insight into the travel expertise she shares with clients and emphasizes the value of a well-planned trip.

In this episode, you will learn:

  • Why it’s vital to determine your priorities when planning for retirement
  • How your travel goals will impact your budget
  • How Audley Travel creates travel plans for multi-generational trips
  • How to use Audley Travel as a contingency plan in case of an emergency during travel
  • And more!

Tune into this fun and informative conversation and get encouraged to plan your next trip!

Resources:  Raskin Planning Group | Audley Travel North America

CRN-2745710-092519

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.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

 


Episode 23 – Answers to Your Top Personal Finance Questions



Are friends and media your main sources of financial information? 

Today, Peter Raskin answers his clients’ top questions with a special focus on Social Security benefits. This is an informative conversation that will help you gain clarity that media (and even friends) can’t offer when it comes to getting expert financial advice. 

In this episode, you will learn:

  • How social media and mainstream media may impact your notions about Social Security
  • Why you shouldn’t plan for a shorter retirement just because your parents had a short retirement
  • Why you need to know that the economy is cyclical
  • And more!

Tune in to hear Peter answer his clients’ questions — they may be similar to yours!

Resources:  Raskin Planning Group

CRN-2746560-092619 

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.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.