Month: April 2020

Episode 33 – 5 Financial Actionable Items For COVID-19

Episode 33 – 5 Financial Actionable Items For COVID-19

Everyone is nervous during this pandemic. But what should you focus on when trying to arrange your finances?

Today, Peter Raskin talks about the effect COVID-19 has on the financial market and individual portfolios alike. Peter also shares five action items you should look at when dealing with personal finances to help both you and your money.

In this episode, you will learn:

  • Five action items to think about during COVID-19 
  • The effect the virus has had on the financial market
  • How your portfolio can change during this crisis
  • And more!

Listen in now to learn five action items to consider during this COVID-19 pandemic.

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CRN-3058312-042420

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.

Episode 32 – Taking Care of Business: Small Business Retirement Plans

Episode 32 – Taking Care of Business: Small Business Retirement Plans

Like most other people, small business owners have financial goals, objectives, assets, liabilities, and expenses. But they also have an extra asset: their business.

How can business owners plan for retirement when their business is in the mix?

In this episode, Peter Raskin shares what small business owners need to consider when building retirement plans. In this information-packed episode, Peter additionally explores the types of plans available to small business owners, along with how this type of planning can benefit their company as a whole.

In this episode you will learn:

  • What small business owners need to consider when building retirement plans
  • Why helping employees with retirement planning can benefit business owners
  • Examples of business-owner retirement planning that Peter has seen over the years
  • Why offering employees a retirement plan is a balancing act
  • And more!

Join Peter now to learn how you can start the process of small-business retirement planning!

Resources:  Raskin Planning Group: (617) 728-7433 | A Plan With A Purpose

 

CRN-3034032-040820 

 

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.