Tag: Debt Management

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Planning Ahead for 2026 With a Practical Financial Checklist (Ep. 146)

Planning Ahead for 2026 With a Practical Financial Checklist (Ep. 146)

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A new year often brings pressure to make changes, but thoughtful planning can be a far more useful starting point. Rather than focusing on rigid resolutions, a structured review can help households feel organized and prepared.

In this episode, Peter Raskin walks through a comprehensive planning checklist to help individuals and families prepare for the 2026 calendar year. He explains how reviewing the prior year, setting new goals, and anticipating life events create clarity before making financial decisions. The conversation covers age-based milestones, cash flow awareness, assets and debt, tax preparation, insurance reviews, and estate planning, all framed as manageable steps that can be revisited over time.

Peter discusses:

  • Reviewing progress from the previous year to identify what worked, what changed, and what can be deferred
  • Setting personal and financial goals while accounting for upcoming life events and transitions
  • Key age milestones tied to health insurance, retirement contributions, Medicare, and Social Security
  • Managing cash flow by examining income, expenses, benefits, gifting, and charitable strategies
  • And more!

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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.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.

Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
Financial Realities of Later-Life Marriages (Ep. 138)

Financial Realities of Later-Life Marriages (Ep. 138)

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Love and finances often intertwine in unexpected ways, especially in later-life marriages. 

From tax strategies to estate planning, every decision reflects a delicate balance between personal connection and practical considerations.

In this episode, Peter Raskin explores the unique financial challenges faced by older couples tying the knot. With stories and strategies, Peter offers guidance to help navigate the complex decisions surrounding later-life marriages.

Peter discusses:

  • Strategies for managing joint and individual financial goals in later-life marriages
  • The impact of tax planning on marriage decisions, including joint filing benefits
  • Important insurance considerations, from health coverage to long-term care
  • Social Security benefits and how marital status changes eligibility and payouts
  • Estate planning priorities, including prenuptial agreements and beneficiary designations
  • And more!

Connect with Peter Raskin: 

Schedule a Time with Peter Raskin:

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.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.

Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.