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!
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.