Category: Financial

FEATURE
69. Get The 411 On The 1031 With Paulo Aguilar

69. Get The 411 On The 1031 With Paulo Aguilar

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Let’s face it—everyone loves a tax-deferred financial strategy, and the real estate business is no different. Enter: the 1031 tax exchange, which allows the owner of US real estate to defer the capital gains tax owed on the sale of the property.

In this episode, Peter Raskin is joined by Paulo Aguilar, vice president at Inland Securities Corporation, to discuss the 1031 tax exchange, and how real estate investors can utilize this tax-deferred strategy. Paulo reveals the origins of the 1031 and its use in modern real estate.

Paulo discusses:

  • What the 1031 exchange tax code is
  • How you can leverage the code to create equity
  • The necessary parties involved in a 1031
  • How Delaware Statutory Trusts (DSTs) can be used as a 1031 exchangeable option
  • And more!

Connect with Paulo Aguilar:

Connect with Peter: 

CRN-3874965-101921

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.

 

FEATURE
68. Five Reasons To Have A Long Term Contingency Plan

68. Five Reasons To Have A Long Term Contingency Plan

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Do you have a plan in place for long-term care in case you reach a point in life where you can no longer care for yourself?

In this episode, Peter Raskin discusses five reasons to include a long-term contingency plan in your overall retirement plan. Peter reveals the questions you should ask yourself and your loved ones about your wants and needs when selecting the best option for you and your family.

Peter discusses:

  • The importance of having the difficult discussions with loved ones when creating your retirement plan
  • The overall costs of long-term care
  • The physical and emotional toll long-term care can take on your loved ones
  • The questions you should ask your family, your advisor and yourself when creating your retirement plan
  • And more!

Connect with Peter: 

CRN-3765964-091521

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.

FEATURE
67. The First Step To The American Dream

67. The First Step To The American Dream

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The American dream can be easily imagined, with a loving partner, children and the perfect home. Have you considered including your child’s first step towards the American dream in your financial plan? 

In this episode, Peter Raskin discusses the steps for children buying their first home and the role of the parents during this process. He shares personal anecdotes from both his children and his clients, and provides insight into various options for helping your children finance their first property.

Peter discusses:

  • The importance of having an open discussion with your children
  • Questions you should ask yourself when creating your financial plan
  • How gifting works financially, even to your children
  • And more!

Connect with Peter: 

CRN-3741212-083121

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.
66. The Conversation About Healthcare Advocacy with Dianne Savastano

66. The Conversation About Healthcare Advocacy with Dianne Savastano

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The healthcare system can be difficult to navigate—between the technical terms, the insurance and the after care for patients. Healthcare advocates offer support as they guide you down the path to making the best decisions for you.

In this episode, Peter Raskin is joined by Dianne Savastano, founder and principal of Healthassist. Dianne shares her personal experience as a healthcare advocate and as someone who has used the same tips she gives to others. Dianne provides examples of how healthcare advocates can be a benefit to anyone at any point in their life.

Dianne discusses:

  • Why there was a need for healthcare advocates in the market
  • The importance of having a care partner when visiting your physician
  • Her personal experience as a healthcare advocate and as an individual who utilizes the services
  • The future of healthcare advocates
  • And more!

Resources

Connect with Dianne:

Connect with Peter: 

CRN-3720992-081721

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.

FEATURE
65. Concierge Care 24/7 365 with Dr. Ned Legare

65. Concierge Care 24/7 365 with Dr. Ned Legare

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Having a financial planner on call provides peace of mind for your money. How can you provide that same peace of mind for your health?

In this episode, Peter Raskin is joined by Dr. Ned Legare, MD, FACP, to discuss his approach to wellness. Ned shares how the shift to concierge care benefits his patients, in terms of cost and time.

Peter and Ned discuss:

  • Why he shifted from internal medicine practice to concierge care doctor
  • The cost difference between concierge care and care providers
  • How the healthcare system evolved to include the concierge care model
  • The strengths and weaknesses of the business
  • And more!

Connect with Ned:

Connect with Peter: 

CRN-3696259-073021

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.

FEATURE
64. The Reliable Bonds Of Your Portfolio with Stan Sattler

64. The Reliable Bonds Of Your Portfolio with Stan Sattler

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The media always talks about how you should invest and why you should avoid high interest bonds. But what is the real truth about bonds?

In this episode, Peter Raskin is joined by Stan Sattler, vice president of Belle Haven Investments. Stan discusses what bonds are, how they work within your portfolio and the potential risks and rewards for investing in bonds.

Stan discusses:

  • The role of bonds within your portfolio
  • Why higher interest rates in your bonds can be beneficial
  • The importance of choosing the right type of bonds for your goals
  • And more

Connect with Peter: 

Connect with Stan: 

CRN-3674009-071521

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.
63. The Monte Carlo Of Financial Planning

63. The Monte Carlo Of Financial Planning

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Creating a financial plan for retirement requires answers to what the future will bring. While we can’t predict what’s to come with one hundred percent accuracy, we can create adjustments during life’s journey to make an educated gamble.

In this episode, Peter Raskin discusses different factors to consider when creating your financial plan. Peter discusses an analytical tool used at Raskin Planning Group called the Monte Carlo simulation and how it could benefit your financial planning today and updates to future plans.

Peter discusses:

  • What the Monte Carlo simulation is
  • How the Raskin Planning Group leverages the Monte Carlo simulation to analyze and make adjustments to your optimal financial plan
  • The role of insurance when planning for uncertainty
  • The various ways that Monte Carlo simulation may impact your future planning adjustments
  • And more!

Connect with Peter: 

CRN-3655981-070121

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.
62. Your Financial Plan And Your Nonprofit Involvement Aren’t So Different with Charles Gagnon

62. Your Financial Plan And Your Nonprofit Involvement Aren’t So Different with Charles Gagnon

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Your financial plan is only as good as the different components it is made up of, similar to the way a nonprofit is only as good as the organizational structure.

In this episode, Peter Raskin is joined by Charles Gagnon, CEO of Volunteers of America Massachusetts. Charles leads the strategic vision and mission to build and benefit the community from the ground up, which he says is similar to building a holistic financial plan. Discover the importance of starting from the bottom to complete the plan you envision, for you and those you love.

Charles discusses:

  • The importance of conscientious budgeting for nonprofits
  • The importance of being smart and strategic when investing
  • The role of risk management in your financial planning
  • How each role plays an integral part in your financial plan
  • And more!

Resources

Connect with Peter:

Connect with Charles:

CRN-3655957-070121

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.
61. The Five Biggest Financial Planning Mistakes Made During the Pandemic

61. The Five Biggest Financial Planning Mistakes Made During the Pandemic

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As we begin to reopen, what have we learned about our financial plan during the pandemic? How will it mold our actions during the next crisis?

In this episode, Peter Raskin discusses the five biggest financial planning mistakes people made during the pandemic. He looks back at the lessons we all learned and how to be better prepared for this type of event in the future. 

You will learn:

  • The five mistakes people made during the pandemic when it came to financial planning
  • How investments made out of emotion can create uncertainty
  • What factors you absolutely need to consider when creating a financial plan
  • The importance of updating your financial plan on a regular basis
  • And more!

Connect with Peter Raskin: 

CRN-3646499-062421

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.

FEATURE
60. Planning Today For The Needs Of The Future – with Abe Shtulsaft

60. Planning Today For The Needs Of The Future – with Abe Shtulsaft

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Good financial planning takes into account all possibilities, even the possibilities that you don’t want to consider.

In this episode, Peter Raskin is joined by Abe Shtulsaft, director of planning at Lincoln Financial Advisors. Peter and Abe discuss special needs and disability planning and the potential planning struggles faced by families in these situations.

Abe discusses:

  • The definition of special needs and disabilities planning and why it’s important to plan 
  • The necessity of including the entire family in the planning process
  • The financial challenges families with special needs individuals face
  • How children with special needs can experience independence
  • And more!

Discover the struggles of planning financially for those with current and future special needs and disabilities with Abe Shtulsaft!

Resources:

Raskin Planning Group: (617) 728-7433 | Peter Raskin | Lincoln Financial Advisor

CRN-3631445-061421

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.