Month: August 2024

FEATURE
Financial Planning Rules of Thumb (Ep. 123)

Financial Planning Rules of Thumb (Ep. 123)

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Are financial rules of thumb guiding your journey to wealth? Discover why these shortcuts might not work as well as you think and how personalized strategies can make all the difference.

Today on Wealth Is In The Details, Peter Raskin debunks common financial planning rules of thumb, from “safe distribution rates” to “tax deferral.” He explains why these generalized strategies can be risky and teaches how tailored advice offers better clarity and confidence. Tune in to explore effective financial planning strategies rooted in professional insight rather than shortcuts.

Peter discusses:

  • Why fixed withdrawal rates from your portfolio may not account for unexpected expenses and market volatility
  • When paying taxes now could be more beneficial than deferring them to a later date
  • How taking more investment risks doesn’t always equate to higher returns
  • The importance of personalized financial advice to navigate complex decisions effectively

Tune in for practical insights that go beyond one-size-fits-all financial rules.

Connect with Peter: 

Schedule Time with Peter

 

CRN-6773197-070924

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.

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

Osaic FA, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
The Bucket: Living Fully and Avoiding Regrets with David Abend (Ep. 122)

The Bucket: Living Fully and Avoiding Regrets with David Abend (Ep. 122)

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Want to live life with no regrets and embrace your mortality as a catalyst for fulfillment?

Today on Wealth Is In The Details, Peter Raskin welcomes his longtime friend David Abend, co-founder of The Bucket, about transforming deathbed regrets into a life well-lived. David shares his journey from advertising to co-founding The Bucket, a community focused on helping individuals lead more fulfilling lives by confronting their mortality. Learn how mortality can act as a powerful motivator to rethink priorities, embrace joyful experiences, and live authentically.

David discusses:

  • The Bucket’s mission to help people reduce or eliminate deathbed regrets
  • Calculating your “bucket age” to get a new perspective on how many years you have left and use this knowledge to live more purposefully
  • How focusing on personal authenticity can help you avoid common life regrets
  • The Bucket’s available resources, including a wealth of how-to articles, interviews, and podcasts to guide you in making meaningful life changes
  • And more!

 

Resources:

Connect with David Abend:

Connect with Peter: 

Schedule Time with Peter

About Our Guest:

David Abend is the co-founder and editor-in-chief of The Bucket and has a passion for helping people see the world in a different way – a talent he honed from decades of work as an advertising creative director and copywriter. He has worked at some of the world’s leading agencies including Digitas, Hill Holiday, Arnold Worldwide, and Mullen-Lowe on noteworthy brands such as Reebok, New Balance, Stanley Tools, Fidelity, Titleist, InterContinental Hotels Group (IHG), and AARP. With The Bucket, David seeks to achieve the ultimate marketing challenge – the rebranding of death – by getting people to see how embracing mortality can help them live a more fulfilling life. David is also a Certified Life Coach.

 

CRN-6714470-061824

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.

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Osaic FA. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service providers with any questions you may have regarding your investment planning.

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

Osaic FA and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.