Family plays a pivotal role in shaping young lives, extending a guiding hand that leads troubled youth towards a brighter future. Not every child has access to a supportive family and unconditional love, but every child deserves it. Boys Town’s mission is to give troubled youth the opportunity to get the right kind of care, …
How can the opportunity zone legislation help you maximize your tax benefits? Investors can defer capital gains with opportunity zones. In this episode, Peter Raskin speaks with Nino Balduzzi of Griffin Capital about the Opportunity Zone legislation, an investment strategy that incentivizes real estate development in specific census tracks across the country by allowing investors …
Planning for retirement is a lot like planning for travel. You need a moldable checklist of decisions that need to be made from a big-picture perspective. In this episode, Peter Raskin shares a 7-step checklist for retirees. He covers important aspects such as expenses, income sources, protection, taxes, portfolio risk, distribution flexibility, and legacy planning, …
Are you looking for a way to invest your money and secure your financial future? In this episode, financial planner Peter Raskin interviews commercial real estate investor Michael Price on the benefits of investing in real estate. Michael aims to provide valuable insights into what it takes to succeed in the industry, such as knowing …
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 …
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 …
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 …
“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 …
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 …
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 …