Annuities 101 (Ep. 101)

Annuities 101 (Ep. 101)

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 …

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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)

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 …

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

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

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 …

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

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

“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 …

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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)

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 …

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Veterans Affairs Healthcare With David Hencke (Ep.93)

Veterans Affairs Healthcare With David Hencke (Ep.93)

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 …

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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)

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 …

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