The holidays are filled with love, joy and gratitude. But those feelings shouldn’t only exist during the holidays—it’s important to be grateful year-round. In this episode, Peter Raskin is joined by his team at Raskin Planning Group, Katherine, Alex, Brian and Connor. Each share what they are grateful for, both in their professional and personal …
Storing money under your mattress may give you easy access to those funds, but it is also a far less secure saving strategy. Depositing your cash in the bank gives you access and security. In this episode, Peter Raskin discusses the importance of liquidity and cash within your financial plan. He reveals how your cash …
When creating your retirement plan, the income you set aside needs to last throughout your entire retirement. The most important step of your plan is protecting what you put aside. In this episode, Peter Raskin discusses the importance of protecting your income during retirement. He reveals the importance of considering longevity, inflation and sequence of …
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 …
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 …
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. …
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 …
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, …
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 …
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 …