Month: June 2025

FEATURE
Understanding Biases That Shape Your Financial Behavior (Ep. 137)

Understanding Biases That Shape Your Financial Behavior (Ep. 137)

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Your emotions may be costing you more than you think, especially when it comes to financial decisions.

In this episode, Peter Raskin explores how common behavioral biases influence investor decisions and why recognizing them is crucial for effective long-term planning. He reflects on his recent travels to Morocco and connects those insights with the emotional triggers he sees in client behavior. From empathy to automation, Peter offers grounded strategies for responding thoughtfully in uncertain times.

Peter discusses:

  • The emotional triggers clients face in periods of uncertainty and how those feelings influence financial decision-making
  • Seven behavioral biases and how each can impact investment choices
  • The value of empathy, long-term thinking, and automation to help reduce impulsive decisions and emotional reactions
  • Key books on behavioral economics to help listeners better understand their own biases and improve decision-making
  • And more!

Resources:

Connect with Peter Raskin: 

Schedule a Time with Peter Raskin:

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.

FEATURE
Managing Wealth Amidst Uncertainty (Ep. 136)

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: 

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.