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 …
Good financial planning takes into account all possibilities, even the possibilities that you don’t want to consider. In this episode, Peter Raskin is joined by Abe Shtulsaft, director of planning at Lincoln Financial Advisors. Peter and Abe discuss special needs and disability planning and the potential planning struggles faced by families in these situations. Abe …
Not everyone enjoys tax planning, but it’s important to remember that the benefits earned through preparedness are enjoyable for all. In this episode, Peter Raskin discusses the role of taxes within financial planning. He discusses the different types of investments, how each is taxed and the role they play in your overall portfolio. You will …
It’s no secret that our kitchens and bathrooms constantly need improvements and upgrades, and JM Construction’s Jeff McLinden is here to help. In this episode, Peter Raskin sits down with Jeff McLinden, owner of JM Construction, a small high-end remodeling company based in Framingham, Massachusetts. Jeff shares his company’s perspective around proprietorship, management, and homeowner-related …
The Renaissance Group’s one-page strategic plan is all about helping business owners build a great business and live a great life. In part two of this two part series, Peter Raskin sits down once again with The Renaissance Group’s Kevin Poland to address everything surrounding strategic planning so that you too can start outlining future …
The Renaissance Group provides advice and guidance to businesses that are ready to build a great business and live a great life. In this episode, Peter Raskin sits down with his former business coach, Kevin Poland from The Renaissance Group. Today, Kevin addresses his organization’s coaching and consulting model designed to help you develop the …
Most of you have been working for a long time, and as a result, have become good savers. However, at some point in life, you will retire, rely upon the wealth you built, and eventually pass down everything you have to someone or something you care about. While preparing your assets to be passed on, …
You’ve worked hard on creating an estate plan that will transfer your wealth and values to those you love. However, if not appropriately implemented, all that hard work could go to waste. To help you learn the steps that will help you to properly carry out your estate plan, Peter Raskin sits down with Brett …
Many of us tend to behave like income machines, working hard each day to bring in money to support our lives. However, at some point in life, that income machine stops working. In this episode of Wealth Is In The Details, Peter Raskin explains how different financial planning strategies can help you plan ahead for …