Tag Archives: Business Owners

60. Planning Today For The Needs Of The Future – with Abe Shtulsaft



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 discusses:

  • The definition of special needs and disabilities planning and why it’s important to plan 
  • The necessity of including the entire family in the planning process
  • The financial challenges families with special needs individuals face
  • How children with special needs can experience independence
  • And more!

Discover the struggles of planning financially for those with current and future special needs and disabilities with Abe Shtulsaft!

Resources:

Raskin Planning Group: (617) 728-7433 | Peter Raskin | Lincoln Financial Advisor

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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.


59. Investment Gains, Losses And The Taxes Between



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 learn:

  • The difference between tax-deferred and tax-free
  • The three income attributes of any type of investments
  • Why you might sell a stock at a loss—and the potential advantages of doing so
  • How mutual funds work and how they’re taxed
  • And more!

Discover how taxes could provide benefits for gains and losses in this episode of Wealth Is In The Details Podcast!

Resources:

Raskin Planning Group: (617) 728-7433 | Peter Raskin |

CRN-3594396-051721

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.


Episode 52: Giving to Create a Legacy



There is great power in giving to your loved ones as a part of your legacy. 

But since legacy gifts can be life-altering for those who receive them, it’s crucial to plan ahead. 

In this episode of Wealth Is In The Details, join Peter Raskin as he navigates the path of gifting assets to create a legacy. He shares must-know planning tips around the monetary and emotional components of legacy giving and shares ways you can start planning for your legacy today. 

 In this episode, you will learn:

  • The importance of a comprehensive plan when passing down a legacy and gifting assets 
  • How taxes and tax rules differ when giving and receiving a family legacy or gift 
  • Why tax planning should be involved in your legacy planning process
  • How an education-related 529 plan can create tax-free earnings 
  • And more!

Listen today to learn the financial and non-financial considerations that come with passing down your legacy through gifting!

Resources: Raskin Planning Group  | Peter Raskin

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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.


Episode 51: Behind the Scenes of the Boston Restaurant Industry – With Jasper White



One of the great things about Boston is its stand-out food scene. 

To celebrate the city’s food industry, Peter Raskin joins renowned chef and restaurateur Jasper White for today’s episode. Together, they dive into a lively conversation about Jasper’s years of restaurant experience and the business lessons he’s learned along the way. 

 In this episode, you will learn:

  • How Jasper got into the restaurant industry  
  • The ups and downs of owning a business 
  • How COVID-19 has impacted the restaurant industry
  • The change in the restaurant business that Jasper wants to see  
  • And more!

Tune in now for your behind-the-scenes look at owning a restaurant with Jasper White! 

Resources:  Raskin Planning Group  | Peter Raskin: (617) 728-7433 | Jasper’s Cookbook 

CRN-3423138-012621

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.


Episode 50 – Growing Your Business for Your Exit – With John Leonetti



Business owners often need to grow the value of their business to satisfy their lifestyle post-exit. This can be achieved through thoughtful growth planning.

In  this episode, Peter Raskin welcomes Pinnacle Equity Solutions’ John Leonetti to discuss the concept of growth planning. They discuss important considerations for business owners looking to grow their business for their exit and explain why growth planning is not just about maximizing revenue.

In this episode, you will learn:

  • What your mental readiness might look like when exiting your business 
  • Three preparation stages to help you ready for your exit 
  • How John’s checkers and chess analogy relates to business value growth 
  • Professionals who can help ready-to-exit business owners 
  • And more!

Tune in and discover how a strategic growth plan can help you organize and plan a successful business exit!

Resources: Raskin Planning Group  | Peter Raskin | (617) 728-7433 | Pinnacle Equity Solutions | The International Exit Planning Association 

CRN-3388962-010421

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.