Month: September 2020

Episode 43 — Home Is Where The Heart Is — With Amy Roberts

Episode 43 — Home Is Where The Heart Is — With Amy Roberts

From selling your home to packing up and settling into your new house, moving can be an incredibly stressful experience. 

But what if someone could help make your move a little easier?

In this episode, Peter Raskin welcomes Out of the Box Moves’ Amy Roberts. Together, they discuss the most stressful parts of the moving process and how moving management companies can help ease the process — both physically and emotionally.

In this episode, you will learn:

  • About the emotional side of moving
  • How to make decisions about what to keep with you during your move
  • How Out of the Box Moves helps clients move into their new homes
  • Ways items are sorted during the moving process
  • And more!

Tune in now and discover how a move management company can help you with your next move!

Resources: Raskin Planning GroupOut of the Box MovesEpisode 31: The Art of Downsizing in Boston— With Deborah Lucci

CRN-3241246-091420

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 42 — Lives Well-Lived and Well-Planned

Episode 42 — Lives Well-Lived and Well-Planned

As a financial planner, Peter Raskin has the privilege of accompanying families on their journey through life. He also has the pleasure of seeing first-hand how comprehensive financial planning can enhance a family’s life. 

Today, Peter Raskin highlights how planning can lead to well-lived lives. He reveals why and how some people become millionaires without the flashy cars and large houses and recounts the story of one man who became a millionaire through smart financial decisions and consistent savings.

In this episode, you will learn:

  • The difference between an under accumulator and a prodigious accumulator of wealth
  • Why millionaires tend to accumulate wealth
  • How a comprehensive financial plan can help you achieve a well-lived life
  • The benefits of a balanced portfolio
  • And more!

Tune in now to discover how your financial plan can help you achieve a well-lived life!

CRN-3218224-082620

Raskin Planning GroupThe Millionaire Next Door by Thomas J Stanley

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.