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 …
Your financial plan is only as good as the different components it is made up of, similar to the way a nonprofit is only as good as the organizational structure. In this episode, Peter Raskin is joined by Charles Gagnon, CEO of Volunteers of America Massachusetts. Charles leads the strategic vision and mission to build …
As we begin to reopen, what have we learned about our financial plan during the pandemic? How will it mold our actions during the next crisis? In this episode, Peter Raskin discusses the five biggest financial planning mistakes people made during the pandemic. He looks back at the lessons we all learned and how to …