Category: Investments

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Annuities 101 (Ep. 101)

Annuities 101 (Ep. 101)

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Let’s have a little refresher on what annuities are, and if you’ve never heard of them before, don’t worry! Peter breaks them down from the beginning.

In this episode, Peter Raskin takes us back to the classroom and covers some of the basics about annuities, starting with a recap of what an annuity is. He then dives into why someone should consider an annuity as part of their financial plan, what the different types of annuities are, what risks are involved with variable annuities, the pros and cons of annuities, what it costs to get one, and when an annuity might be appropriate for someone.

Peter discusses:

  • What an annuity is
  • Why you should consider an annuity as part of an overall financial plan
  • The different types of annuities
  • What risks are involved with variable annuities
  • What it costs to get an annuity
  • When an annuity might be appropriate for you
  • Some of the different concerns regarding annuities

Resources:

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Schedule Time with Peter:

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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
Building a Strong Foundation: Considerations in Supporting Your Independent Young Adult (Ep. 100)

Building a Strong Foundation: Considerations in Supporting Your Independent Young Adult (Ep. 100)

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As parents, it’s crucial to have open conversations with our children about their future, especially when it comes to financial independence. 

In this episode, Peter Raskin delves into the essential conversations parents should have with their children regarding their future. He explores legal considerations like access to important records to financial aspects such as health insurance coverage and budget adjustments and provides practical insights and steps to navigate this important phase of parenthood. 

Peter discusses:

  • The significance of open communication with your child regarding their financial future and the different definitions of independence among families
  • The importance of discussing financial expectations and preparing children for post-high school or college life
  • Key considerations such as access to important records, state residency requirements, health insurance coverage, health savings accounts (HSAs), and financial planning after your child leaves the house
  • The top questions you should have the answers to about your child’s financial future
  • And more

Resources:

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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
Navigating Market Uncertainty: How to Stay Calm and Invest Smart (Ep. 99)

Navigating Market Uncertainty: How to Stay Calm and Invest Smart (Ep. 99)

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After multiple conversations, Peter has noticed that while his clients are not panicking and selling their stocks and bonds, they are holding onto their assets and feeling uneasy about the current state of the markets.

When everyone around you is talking about a potential recession, it is normal to feel anxious. However, it is important to have a solid plan in place to meet your short- and long-term financial needs.

In this episode, Peter Raskin shares his insights on investing amidst market volatility and how to structure your investments to meet cash flow requirements and prepare for the future.

Peter discusses:

  • Why you should not try to time the market (based on data about past recessions)
  • Safe and liquid investment options that can help you meet your short-term needs
  • The importance of planning for a “worst case scenario”
  • The benefits of working with professionals, such as advisors, attorneys, and accountants
  • And more

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Schedule Time with Peter:

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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
The Life and Legacy of Charlie Raskin (Ep. 98)

The Life and Legacy of Charlie Raskin (Ep. 98)

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“A father’s love is forever imprinted on his child’s heart.”

In this special episode, we delve into the life and legacy of Charlie Raskin, a man who lived a simple yet profound life. Peter Raskin shares his memories and insights into his father’s life, also known as Chuck and Papa.

Through Peter’s recollections, we discover the remarkable career path of Charlie Raskin, born in 1919 in Yonkers, New York, and raised in Mount Vernon. But more than his professional achievements, we learn about his unwavering dedication to his high school friends, with whom he maintained close relationships throughout his life.

This episode is a tribute to a remarkable man; tune in as we celebrate his legacy and the lessons he imparted to his family and friends.

Peter discusses:

  • The life of his father, Charlie Raskin, who was born in 1919 in Yonkers, New York, and grew up in Mount Vernon
  • Charlie Raskin’s career path
  • What his father taught him about the importance of friendships and how Charlie Raskin was able to maintain relationships with his high school friends throughout his life
  • The life lessons he learned from his father and the challenges they faced together as a family
  • And more

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Schedule Time with Peter:

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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
Bonds are Back: A Comprehensive Guide on Bonds with Stan Sattler (Ep. 97)

Bonds are Back: A Comprehensive Guide on Bonds with Stan Sattler (Ep. 97)

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As an advisor, it’s important to be able to construct a portfolio that can perform well in different market environments. 

In this episode, Stan Sattler, Director of Investment Solutions at Belle Haven Investments, delves into the risks and rewards associated with different types of bonds.

He also shares Belle Haven’s laddered portfolio strategy and provides practical advice on building a fixed-income portfolio that is not solely dependent on predictions of interest rate movements.

Stan discusses:

  • The different revenue streams backing bonds
  • The risks and rewards associated with different types of bonds 
  • How Belle Haven Investments focuses on safer areas of the bond market
  • Advice on building a fixed-income portfolio that can perform well in various market environments 
  • Avoiding decisions based solely on predictions of interest rate movements
  • And more!

Resources:

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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
401(k) 101: Getting To Know The Basics (Ep. 96)

401(k) 101: Getting To Know The Basics (Ep. 96)

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Enrolling in a 401(k) plan seems intimidating because the restrictions can be confusing, but it doesn’t have to be! 

In this episode, Peter Raskin takes us back to the basics of retirement planning with 401(k) plans. He explains what a 401(k) plan is, gives 6 enticing reasons why everyone should participate in a 401(k) plan if their employer offers it, and shares his professional advice around what a 401(k) plan is best suited for.

Peter discusses:

  • What a 401(k) plan is
  • 6 reasons why an employee should participate in a 401(k) plan if their company offers it
  • Why it’s best to avoid taking money out of a 401(k) before retirement
  • How to choose between a traditional 401(k) and a Roth 401(k)
  • The costs associated with a 401(k) 
  • And more

Resources:

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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 a marketing name for registered representative 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
The Raskin Planning Group Team (Ep. 95)

The Raskin Planning Group Team (Ep. 95)

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By now, we all know about Peter Raskin and the phenomenal guests we’ve had on the show so far, but who is on the rest of the team at Raskin Planning Group?

In this episode, Peter Raskin introduces several of his colleagues at the Raskin Planning Group. Alex LaCroce, Kathryn Broy, Nathanael Lukens, and Ellen Reynoldson tell the listeners about themselves and what they do. 

Peter and his colleagues discuss:

  • What each of them do at Raskin Planning Group
  • Their thoughts on how 2022 went for them
  • What new experiences came to fruition in 2022
  • What their resolutions are for 2023

Resources:

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Connect With Kathryn Broy:

Connect With Nathanael Lukens:

Connect With Ellen Reynoldson:

Connect With Peter Raskin: 

Schedule Time with Peter:

CRN-5446557-020223

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 a marketing name for registered representatives 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
Assessing Your Year-End Financial Goals (Ep.94)

Assessing Your Year-End Financial Goals (Ep.94)

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In this new year, you may be wondering what to set aside to reach your financial objectives. If this topic has been on your mind, now is the time to act.

In this episode, Peter Raskin walks you through a year-end assessment of financial goals and makes suggestions on how to improve for next year. Peter shares his financial checklist and breaks down what each task means, things to consider, and your goals. 

Peter discusses:

  • The most important things to review for the year-end
  • Significant objectives vs. small objectives
  • Important ages and what to consider when the time comes
  • And more

Resources:

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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 a marketing name for registered representatives 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
Veterans Affairs Healthcare With David Hencke (Ep.93)

Veterans Affairs Healthcare With David Hencke (Ep.93)

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We’re continuing to share vital services and resources for our veterans. Today, we’re spreading the word about Veterans Affairs Healthcare.

In this episode, Peter Raskin talks with David Hencke*, veteran and outreach coordinator at VA Boston, Department of Veterans Affairs about the healthcare that the VA provides veterans. David shares his time in service with us, and VA care resources for veterans.

David discusses:

  • How he moved into working with the VA after 30 years of service in the military
  • What Veterans Affairs Healthcare is and what type of care they provide veterans
  • Who is eligible for VA Care and how to apply for it
  • Where VA Care is available throughout the country
  • A story about how VA Care helped his WWII veteran father
  • How he’s getting the word out about VA Care to the community of veterans

Resources:

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*Not affiliated with Lincoln Financial Advisors.

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 a marketing name for registered representatives of Lincoln Financial Advisors Corp. 

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
Vital Services Available For Our Veterans With Cathy Battles and Alyssa Hayes (Ep.92)

Vital Services Available For Our Veterans With Cathy Battles and Alyssa Hayes (Ep.92)

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Today, we’re celebrating our veterans who fought for our rights and freedoms with an episode dedicated to educating veterans and non-veterans about the services and resources available to support them.

In this episode, Peter Raskin speaks with Cathy Battles and Alyssa Hayes* of the U.S. Department of Veterans Affairs. They discuss services that are vital and necessary for those that have given just so much for our country, and share resources to assist veterans in getting the help they need.

Cathy and Alyssa discuss:

  • When and how a veteran can file a claim for compensation for an injury or illness incurred during active duty military service
  • The process of filing a disability claim
  • What the recent Promise to Address Comprehensive Toxics (PACT) Act legislation offers veterans
  • How the VA helps veterans with education, training, employment and housing benefits after they’re approved for a service connected disability
  • How they adapted their outreach to meet the needs of veterans during the pandemic
  • How small businesses owners can help support our veterans and provide employment opportunities

Resources:

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Schedule Time With Peter:

CRN-5273770-113022

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 a marketing name for registered representatives of Lincoln Financial Advisors Corp.

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.

*Not affiliated with Lincoln Financial Advisors.