Monthly Archives: January 2020

Episode 27 – How to Plan for the Final Third of Your Life — With Karen Wasserman



Our lives can be divided into thirds: young life, adulthood, and retirement. During adulthood, we’re in the thick of experiencing life, yet this is when we must invest the most time in planning for our final third, retirement. 

In this episode of Wealth Is in the Details Podcast, Peter Raskin sits down with Karen Wasserman, director of Your Elder Experts, to discuss planning for the final third of your life.

In this episode, you will learn:

  • When Karen suggests you should begin planning for the final third of your life
  • How to approach the conversation with your parents as they age
  • How long-term care plays into the planning conversation
  • What your options are if your home feels unsafe as you age
  • And more!

Tune in now to start thinking about planning — financially and practically — for the final third of your life!

Resources

Raskin Planning Group | Your Elder Experts | The Conversation Project

CRN-2841426-112219

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.