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Have you ever considered revisiting and reviewing your financial plan every quarter? The beauty of planning ahead is that it opens up space for relaxing and being present. 

In this episode, Peter Raskin shares ideas on how to become a better steward of your money by using a checklist. Raskin Planning Group has created a family annual checklist to help you plan your year financially. With this, you will be able to keep better track of your goals for savings or affording that big vacation and ensure you are making the most of charitable contributions.  

In this episode, you will learn:

• What it means to be a good steward of your finances
• Which to focus on and consider in each quarter 
• When the ideal time is to review your different insurances 
• Examples of milestone birthdays to be aware of
• And more!

Listen in and learn 

Resources:

Raskin Planning Group: (617) 728-7433 |  Annual Stewardship Checklist

CRN-2918889-012320

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.

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“Trust” is defined as having a reliance on the integrity, ability, and surety of a person or a thing. In short, trust equals certainty. 

With estate planning, anyone who sets up a trust does so because they want to feel certain about a future outcome. 

In this episode, Peter Raskin is joined by Dean Mioli, director of investment planning at SEI Private Trust Company, to unpack the numerous benefits of establishing a trust. This is a conversation that answers basic questions about trusts and dives into more complex matters about leaving assets to children, tax planning, and making the process easier for your trustee. 

In this episode, you will learn:

• What the purpose of a trust is and how it’s structured
• Nonfinancial reasons for having a trust
• What to consider when choosing your trustee
• Examples of how a discretionary trustee can help maintain the harmony in your family
• And more!

Listen in now to learn about the benefits of establishing your trust. 

Resources:

Raskin Planning Group: (617) 728-7433 | SEI Private Trust Company  

CRN-2841444-112219

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.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

When you align your financial plans with your personal values, it becomes much easier to achieve your goals. 

In this episode, Peter Raskin explains how he helps his clients align their values with their financial plans through an approach called responsible investing. This episode is a must-listen for anyone who wants to choose the companies they invest in, not only based on financial criteria, but also with a strong consideration of environmental, social, and governance issues. 

In this episode, you will learn:

• What responsible investing really is and how to get started
• What environmental, social, and governance factors are and why they’re important to consider in responsible investing
• How to screen and engage with companies that align with your values
• The trends around ESG investing
• And more!

Tune in and learn how to invest in companies whose values align with yours!

Resources:

Raskin Planning Group

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.

CRN-2809873-110419