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 …
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 …
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. …
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 …
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 …
Who knew Medicare had so many options! Do you know which plan you have? In this episode, Peter Raskin talks with returning guest, Dianne Savastano, founder of Healthassist. She discusses the process of Medicare and the timing of Medicare’s open enrollment season. She also explains the changes you’re allowed to make to your plan. Dianne …
As a business owner what are you trying to achieve? What are you trying to do for people? In this episode, Peter Raskin talks with Mark Bronfman, private wealth advisor at Lincoln Financial Group. He shares his knowledge and expertise about how he has helped business owners solve objectives over the years. Mark discusses: Who …
In today’s world, we are confronted with so many choices, it seems like every minute of the day. The key thing is to recognize that we all have certain tendencies and biases, which make us completely human. In this episode, Peter Raskin discusses how you might not always make the most optimal decisions because of …
The last quarter of the year is approaching, and you don’t want to be rushing around at the last minute trying to finish your year end planning. In this episode, Peter Raskin covers five financial areas to consider when year end planning. He will provide some easy pickings of questions he asks his clients to …