Monthly Archives: June 2020

Episode 36 — Making No Decision is Still a Decision



Don’t wait for a big event to start the planning process. Begin your financial plan today and continue that plan for the rest of your life.

In this episode, Peter Raskin opens a conversation about the importance of making the decision to start your financial plan. He provides examples of how different decisions, or no decision, can impact your future.

In this episode, you will learn:

  • Why you should start your financial plan
  • Why your financial plan is never the finished product
  • The importance of making decisions
  • Why consistent communication is key
  • And more!

Join Peter Raskin now to learn why no decision is still a decision!

Raskin Planning GroupEmail ❘ 617-728-7433

CRN- 3054097-042220

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 35: Financial Jargon Explained



How often are you talking with your financial advisor, only for them to mention a word you don’t understand? If you don’t understand certain terms, you might know why your portfolio is constructed in a particular way. 

In this episode, Peter Raskin goes over a variety of financial terms that most people don’t understand. He explains several concepts that many advisors use and how they connect to your portfolio and the financial market.

In this episode you will learn:

  • Definitions and examples of words used within the financial industry
  • Concepts used when explaining a portfolio
  • How these concepts can help you when arranging your portfolio
  • Different factors that can impact your portfolio
  • And more!

Tune in as Peter Raskin covers vocabulary that is often used and just as often not understood in this episode of Wealth is in the Details Podcast!

Raskin Planning Group: (617) 728-7433 ❘ White paper ❘ Email 

CRN-3088791-051520

 

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.