Managing Wealth Amidst Uncertainty (Ep. 136)
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Uncertainty looms in every corner of our lives, but can we turn it into clarity?
How do financial decisions shape long-term security and day-to-day sense of security?
What strategies can help align investments with life’s changing seasons?
In this episode, Peter Raskin reflects on balancing short-term challenges with long-term objectives, explaining how clients can maintain confidence through thoughtful planning. From volatile markets to personal milestones, Peter offers insights into wealth management that prioritizes resilience and practicality.
Key topics covered:
- Understanding Market Uncertainty
- Tax Planning and 1099 Delays
- Addressing Life Events: Illness and Divorce
- Gifting to Family Members
- Navigating Retirement and Medicare Plans
- And more!
Connect with Peter Raskin:
- Raskin Planning Group
- (617) 728-7433
- LinkedIn: Peter Raskin
- Facebook: Raskin Planning Group
- LinkedIn: Raskin Planning Group
Schedule Time with Peter:
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 Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.
Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.