Month: December 2025

FEATURE
Planning Ahead for 2026 With a Practical Financial Checklist (Ep. 146)

Planning Ahead for 2026 With a Practical Financial Checklist (Ep. 146)

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A new year often brings pressure to make changes, but thoughtful planning can be a far more useful starting point. Rather than focusing on rigid resolutions, a structured review can help households feel organized and prepared.

In this episode, Peter Raskin walks through a comprehensive planning checklist to help individuals and families prepare for the 2026 calendar year. He explains how reviewing the prior year, setting new goals, and anticipating life events create clarity before making financial decisions. The conversation covers age-based milestones, cash flow awareness, assets and debt, tax preparation, insurance reviews, and estate planning, all framed as manageable steps that can be revisited over time.

Peter discusses:

  • Reviewing progress from the previous year to identify what worked, what changed, and what can be deferred
  • Setting personal and financial goals while accounting for upcoming life events and transitions
  • Key age milestones tied to health insurance, retirement contributions, Medicare, and Social Security
  • Managing cash flow by examining income, expenses, benefits, gifting, and charitable strategies
  • And more!

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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.

FEATURE
Managing Life Transitions Through Financial Planning (Ep. 145)

Managing Life Transitions Through Financial Planning (Ep. 145)

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Life can change quickly, and those shifts often leave us reassessing what matters most.

Moments of uncertainty can feel heavy, yet they also open space for renewed direction. Thoughtful planning gives structure to those moments and helps guide steady decisions.

In this episode, Peter Raskin reflects on the many transitions clients experienced this year and how planning supports clarity through change. He shares real examples of families dealing with retirement questions, concentrated stock positions, charitable goals, and market anxiety. Peter highlights how planning offers direction, keeps people grounded, and creates a path forward no matter what life brings.

Peter discusses:

  • A couple juggling income, debt, and a large concentrated stock holding while seeking financial clarity
  • How retirement plans and Social Security timing can shape long-term outcomes
  • Strategies for using charitable gifts, donor-advised funds, and qualified charitable distributions
  • Guiding a retiree who feels pressure from market headlines and fears about volatility
  • Why revisiting a financial plan builds confidence during uncertain periods
  • And more!

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.

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.