Monthly Archives: August 2020

Episode 41— 5 Reasons Why You Should be Reviewing Your Plan Annually



When was the last time you reviewed your financial plan?

In this episode, Peter Raskin reveals why he recommends reviewing financial plans each year. He also shares what you should be considering when reviewing your plan and the adjustments your plan may require as you progress through life’s changes.

In this episode, you will learn:

  • The benefits of working with an advisor on your plan
  • Why you should review your plan annually
  • Whether you can truly have a “perfect” plan
  • Why you should be making adjustments to your plan along the way
  • And more!

Tune in now to discover 5 reasons you should review your financial plan!

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Resources: Raskin Planning Group: (617) 728-7433Email 

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.  

Lincoln Financial Advisors does not provide tax planning but offers tax reduction strategies as part of Financial Planning Services.


Episode 40 — The Intricacies and Simplicities of Wine — With Jason Lee



Some say that there’s always time for a glass of wine. But with a wide variety of wines to choose from, how should you choose which to drink — and when?

Today, Peter Raskin joins Jason Lee, the owner and CEO of VINOvations, to explore Jason’s expertise and his wealth journey in the business of wine. Together, they discuss the intricacies of wine, where it comes from, and its different varieties.

In this episode, you’ll learn:

  • How wine is sold
  • Ways VINOvations tells the stories of wineries and vineyards
  • The importance of personal preference 
  • How COVID-19 is impacting Jason’s business
  • And more!

Listen now to discover discuss the personal and business side of the wine industry and VINOvations! 

Raskin Planning Group: (617) 728-7433 ❘ peter.raskin@lfg.comVINOvations

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Disclosure: This 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.