Month: July 2023

FEATURE
A 7-Step Checklist for Your Journey Into Retirement (Ep. 103)

A 7-Step Checklist for Your Journey Into Retirement (Ep. 103)

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Planning for retirement is a lot like planning for travel. You need a moldable checklist of decisions that need to be made from a big-picture perspective.

In this episode, Peter Raskin shares a 7-step checklist for retirees. He covers important aspects such as expenses, income sources, protection, taxes, portfolio risk, distribution flexibility, and legacy planning, and ties them together to show how interrelated they are.

Peter discusses:

  • Budgeting for your wants and needs during retirement
  • The different sources of income available during retirement
  • How to protect your finances in retirement and manage your investment risk
  • Why taxes matter and how they can make a big difference over a long period of time
  • Why it’s important to have flexible distribution options
  • How important legacy planning is

Resources:

Connect with Peter: 

Schedule Time with Peter:

CRN-5804931-071223

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 providers 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.
Exploring Your Potential In Real Estate Investing With Michael Price (Ep. 102)

Exploring Your Potential In Real Estate Investing With Michael Price (Ep. 102)

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Are you looking for a way to invest your money and secure your financial future?

In this episode, financial planner Peter Raskin interviews commercial real estate investor Michael Price on the benefits of investing in real estate. 

Michael aims to provide valuable insights into what it takes to succeed in the industry, such as knowing your market, building long-term relationships, and following your passion. 

Peter & Michael discuss:

  • The most important soft & hard skills to have to stay competitive in the industry
  • How to tell if a property aligns with your personal goals and interests as an investor
  • How to avoid some of the most common pitfalls real estate investors make
  • How to get started in the industry–even when you don’t have money for a full down payment
  • And more!

Resources:

Connect with Peter Raskin: 

Schedule Time with Peter

Connect with Michael Price:

About Michael Price: 

With over 37 years of hands-on experience in the Boston real estate market, Michael L. Price is now directing Legacy Real Estate Ventures, LLC with a focus on acquisitions and asset management. Since its founding in January 2008, Legacy has purchased 20 properties valued at over $100 million. 

Mr. Price has guest lectured on real estate topics at Lehigh University, Babson College, and Brandeis University, and is a member of the faculty of Boston University’s Metropolitan College where he teaches Real Estate Market Analysis. Mr. Price also sits on the Board of Advisors of City North Development, a privately held real estate investment company and is involved in a private investment group that has interests in medical products, parking assets, and technology.

CRN-5779101-062823

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 providers 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.