Tag: Financial Advisor

FEATURE
What Keeps Clients Up at Night? (Ep. 127)

What Keeps Clients Up at Night? (Ep. 127)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Financial planning isn’t just about numbers; it’s about addressing the real-life concerns that keep clients awake at night.

How do we help clients navigate personal challenges while ensuring their financial stability? What are the most pressing issues clients face today?

In this episode of The Wealth Is In The Details podcast, Peter Raskin shares insightful stories from his clients’ wealth journeys, revealing what truly matters to them and how detailed planning can provide peace of mind. 

You’ll learn why clients focus on personal, impactful conversations rather than market fluctuations or global events, and how year-round tax planning can offer confidence in uncertain times.

Peter discusses:

  • Personal anecdotes around health challenges and financial strategies
  • The importance of updating estate planning documents in light of new legislation
  • Strategies for gifting and charitable donations
  • Handling unexpected windfalls and planning for early retirement
  • And more!

Connect with Peter: 

Schedule Time with Peter

CRN-7091109-100324

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.

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

Osaic FA, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
Year-End Reflections & Personal Stories From the Raskin Planning Group Team (Ep. 112)

Year-End Reflections & Personal Stories From the Raskin Planning Group Team (Ep. 112)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

One of the goals of this podcast is to help listeners get to know our team better.

As days grow shorter and holiday lights fill the darkness, it’s the perfect time to hear from the Raskin Planning Group team and reflect on the past 12 months!

Join Peter Raskin as he interviews his colleagues Alex LaCroce, Kathryn Broy, and Tony Araujo about their 2023 highlights. Tune in and get to know our team beyond their professional lives, including their goals, values, and passions.

They discuss:

  • Alex’s artistic side and his love for Taekwondo and learning new languages
  • Tony’s experience as our newest member and his upcoming 50th birthday plans
  • Kathryn’s journey of continued education and exciting travel plans for 2024
  • How each of them dealt with their biggest challenges last year
  • Hypothetically, if they had $100,000 to give to their favorite charities, what causes they would support

Resources:

 

Connect With Alexander LaCroce:

Connect With Kathryn Broy:

Connect with Peter: 

Schedule Time with Peter

 

CRN-6174704-122023

 

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
The Similarities Between Traveling and Financial Planning (Ep. 110)

The Similarities Between Traveling and Financial Planning (Ep. 110)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

One of the most important aspects of achieving our financial goals is having a clear vision of what you want to accomplish. And just like a travel journey, without a clear goal, it is easy to get distracted, lose motivation, and make poor decisions.

However, setting a goal is not enough. You also need to have a plan that outlines the steps you need to take, the resources you need to use, and the challenges you need to overcome. 

In this episode, Peter Raskin uses traveling as a metaphor for goal setting and financial planning. He emphasizes the importance of setting clear financial goals and developing unique strategies for each goal. Additionally, he explains the importance of diversifying investments across different sectors to manage market risk and the role of a financial planner when navigating the financial journey.

Peter discusses:

  • Why different financial goals require different investment strategies 
  • How 30% of the market value of the S&P 500 is invested in just ten mega tech stocks, emphasizing the importance of diversification
  • The concept of meaningful diversification
  • The importance of risk management and reasonable expectations in achieving long-term financial goals
  • The role of a financial planner as a coach, emphasizing the importance of enjoying the journey, making necessary adjustments, and building confidence
  • And more!

Connect with Peter: 

Schedule Time with Peter:

 

CRN-6052775-102623

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.
Exploring Your Potential In Real Estate Investing With Michael Price (Ep. 102)

Exploring Your Potential In Real Estate Investing With Michael Price (Ep. 102)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Are you looking for a way to invest your money and secure your financial future?

In this episode, financial planner Peter Raskin interviews commercial real estate investor Michael Price on the benefits of investing in real estate. 

Michael aims to provide valuable insights into what it takes to succeed in the industry, such as knowing your market, building long-term relationships, and following your passion. 

Peter & Michael discuss:

  • The most important soft & hard skills to have to stay competitive in the industry
  • How to tell if a property aligns with your personal goals and interests as an investor
  • How to avoid some of the most common pitfalls real estate investors make
  • How to get started in the industry–even when you don’t have money for a full down payment
  • And more!

Resources:

Connect with Peter Raskin: 

Schedule Time with Peter

Connect with Michael Price:

About Michael Price: 

With over 37 years of hands-on experience in the Boston real estate market, Michael L. Price is now directing Legacy Real Estate Ventures, LLC with a focus on acquisitions and asset management. Since its founding in January 2008, Legacy has purchased 20 properties valued at over $100 million. 

Mr. Price has guest lectured on real estate topics at Lehigh University, Babson College, and Brandeis University, and is a member of the faculty of Boston University’s Metropolitan College where he teaches Real Estate Market Analysis. Mr. Price also sits on the Board of Advisors of City North Development, a privately held real estate investment company and is involved in a private investment group that has interests in medical products, parking assets, and technology.

CRN-5779101-062823

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
The Raskin Planning Group Team (Ep. 95)

The Raskin Planning Group Team (Ep. 95)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

By now, we all know about Peter Raskin and the phenomenal guests we’ve had on the show so far, but who is on the rest of the team at Raskin Planning Group?

In this episode, Peter Raskin introduces several of his colleagues at the Raskin Planning Group. Alex LaCroce, Kathryn Broy, Nathanael Lukens, and Ellen Reynoldson tell the listeners about themselves and what they do. 

Peter and his colleagues discuss:

  • What each of them do at Raskin Planning Group
  • Their thoughts on how 2022 went for them
  • What new experiences came to fruition in 2022
  • What their resolutions are for 2023

Resources:

Connect With Alexander LaCroce:

Connect With Kathryn Broy:

Connect With Nathanael Lukens:

Connect With Ellen Reynoldson:

Connect With Peter Raskin: 

Schedule Time with Peter:

CRN-5446557-020223

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 a marketing name for registered representatives 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
64. The Reliable Bonds Of Your Portfolio with Stan Sattler

64. The Reliable Bonds Of Your Portfolio with Stan Sattler

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

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 risks and rewards for investing in bonds.

Stan discusses:

  • The role of bonds within your portfolio
  • Why higher interest rates in your bonds can be beneficial
  • The importance of choosing the right type of bonds for your goals
  • And more

Connect with Peter: 

Connect with Stan: 

CRN-3674009-071521

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

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

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

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

CRN-3631445-061421

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
59. Investment Gains, Losses And The Taxes Between

59. Investment Gains, Losses And The Taxes Between

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

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 56 – Invest In Yourself, And Hire a Coach – With Guest Kevin Poland

Episode 56 – Invest In Yourself, And Hire a Coach – With Guest Kevin Poland

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

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 mindset, strategies, and skills you need to achieve your entrepreneurial dream.

In this episode, you will learn:

  • Leadership and management skills: The Renaissance Group’s consulting and coaching approach for small businesses 
  • Time, money, and people: What firm problems can professionals like Kevin solve 
  • How Kevin got into the coaching business 
  • Success stories: How Kevin and his team at The Renaissance Group have helped organizations build great businesses
  • When is time to hire a coach: Kevin’s advice 
  • And more!

Listen today to find out everything you need to know about the process of business coaching with The Renaissance Group!

Resources:  Raskin Planning Group  | (617) 728-7433 |  Peter Raskin  | The Renaissance Group  | Kevin Poland | Book: The E-Myth Revisited 

CRN-3511091-032621

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 55: The Difference Between “Live On” and “Leave On” Assets

Episode 55: The Difference Between “Live On” and “Leave On” Assets

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

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, it’s critical to consider which will be “live on” assets, and which will become “leave on.” Find out how to do this in this episode, as Peter Raskin helps you understand the difference between these types of assets and the planning-related factors you must consider with each. 

In this episode, you will learn:

  • Tax considerations associated with retirement-related “live on” assets  
  • Why and how to protect “live on” assets 
  • Why life insurance can be a helpful vehicle when leaving wealth to your beneficiaries or heirs 
  • Updating estate planning documents and wills as part your legacy planning process
  • And more!

Tune in today and find out how taxes and planning differ depending on the assets you’ll be transferring! 

Resources: Raskin Planning Group | Podcasts | Resources | Peter Raskin 

CRN-3488798-031121

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.