Monthly Archives: July 2020

Episode 39 – What to Know Before You Buy or Refinance Your Home



Interest rates are almost at the lowest they have ever been. Are you thinking about buying or refinancing a house?

Today, Peter Raskin speaks with David Fay, a mortgage loan officer with the Washington Trust Mortgage Company, about what to consider before choosing a mortgaging. David also provides clarity on options for loans and interest rates tailored to your financial goals.

In this episode, you will learn:

  • The pros and cons of different loans
  • The advantages and disadvantages of short- and long-term payback periods
  • Three ways to pay for the refinancing of your mortgage –– and which option can save you the most money over the long term
  • How to decide whether it’s worth it to refinance your home
  • And more!

Listen now as Peter Raskin and David Fay discuss options for financing your home in this episode of Wealth is in the Details Podcast! 

Resources:  Raskin Planning GroupWashington Trust Mortgage Company 

CRN-3089283-051520

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


Episode 38 – Technology to Stay Organized, Provide Clarity, and Enhance Communication



Technology has become the foundation of our modern world. During times of uncertainty, like what we’ve experienced in 2020, technology has proved just how useful it can be.

Today, Peter Raskin explores the world of technology and the benefits it can provide both professionally and personally. In this conversation, Peter also addresses the possibility of technology-related risk and how to balance that risk with security.

In this episode, you’ll learn:

  • What role security plays with technology
  • How technology impacts our daily lives
  • Ways technology can benefit your business
  • The benefits of using technology to analyze your cashflow
  • And more!

Listen now to learn how technology can benefit you and your business!

Raskin Planning Group: (617) 728-7433

CRN-3079049-050820

Disclosure: This is not intended to be a substitute for professional investment 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 37- How to Bear With This Bear Market



Do you know what a bear market is? Here’s a hint: we are currently experiencing this type of market.

In this episode, Peter Raskin explores bear markets and the effect they have on the financial industry. Peter additionally discusses strategies to help you navigate these types of markets. 

In this episode, you will learn:

  • What a bear market is and when we’ve seen one before
  • The benefits of a bear market
  • How reviewing your portfolio allocations can be an effective risk management tool
  • Tax strategies to help you navigate the current state of the market
  • And more!

Listen now to hear Peter’s insight on you can navigate bear markets!

Raskin Planning Group ❘ 617-728-7433 ❘ Email

CRN-3068672-050112

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.