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Understanding the Risks at the Top of Your Financial Planning Pyramid (Ep. 120)

Understanding the Risks at the Top of Your Financial Planning Pyramid (Ep. 120)

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Are you ready to navigate the complexities of financial planning across different stages of your life?

Today on Wealth Is In The Details, Peter Raskin dives deep into the structure of the financial planning pyramid, an invaluable tool that illustrates the key phases of financial planning from establishing to distributing wealth. Understanding this pyramid is crucial for anyone looking to build a stable financial future. His discussion, inspired by David Pierce’s article in the Journal of Financial Service Professionals, sheds light on the unique financial planning challenges and risks at different life stages, offering insights into how best to address them. Whether you’re just starting out or looking into retirement planning, this episode is packed with expert advice and the importance of professional guidance.

Peter discusses:

  • The foundation of financial planning and the importance of establishing wealth early on
  • Strategies for building wealth, including investment and insurance considerations
  • Preserving wealth through mindful spending and investment risk management as we approach middle-age
  • Distributing wealth efficiently, considering the complex landscape post-retirement, including healthcare costs and estate planning

Tune in to uncover strategies for navigating your financial planning journey at every life stage.

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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.

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