Tag: Asset Management

FEATURE
The Rise And Fall Of Inflation (Ep. 109) 

The Rise And Fall Of Inflation (Ep. 109) 

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Feel like you’re always paying more?

In this insightful episode, Peter Raskin explains inflation, examining its recent rise and breaking down its impacts on society. He challenges the common belief that inflation affects everyone the same way, shedding light on its distinct impacts across various income levels.

In this episode, Peter dives into:

  • Strategies for using inflation insights in investment decisions
  • The role of the Federal Reserve in managing inflation through policy
  • Unique challenges faced by lower-income consumers due to inflation
  • The diminishing purchasing power and what it means for individuals
  • The relationship between inflation, debt service costs, and the influence on various assets and investments
  • And more!

Resources:

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CRN-5999587-100423

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

FEATURE
73. Stewardship Checklist Tasks That Everyone Should Be Reviewing Annually

73. Stewardship Checklist Tasks That Everyone Should Be Reviewing Annually

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You don’t want your assets going to the wrong place or person, right? 

That’s why reviewing your financial accounts annually is important.

In this episode, Peter Raskin reviews stewardship checklist tasks that you should be reviewing annually. Peter teaches you how you can ensure your assets go to the places you want them to  through various beneficiary designation options, including transfer on death.

Peter discusses:

  • What happens to assets when we pass away
  • Why probates should be avoided
  • Beneficiary designation options
  • How transfer on death works in your favor

Resources

Connect with Peter: 

CRN-4117974-010722

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.