Tag: Financial Advisor

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Episode 38 – Technology to Stay Organized, Provide Clarity, and Enhance Communication

Episode 38 – Technology to Stay Organized, Provide Clarity, and Enhance Communication

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Technology has become the foundation of our modern world. During times of uncertainty, like what we’ve experienced in 2020, technology has proved just how useful it can be.

Today, Peter Raskin explores the world of technology and the benefits it can provide both professionally and personally. In this conversation, Peter also addresses the possibility of technology-related risk and how to balance that risk with security.

In this episode, you’ll learn:

  • What role security plays with technology
  • How technology impacts our daily lives
  • Ways technology can benefit your business
  • The benefits of using technology to analyze your cashflow
  • And more!

Listen now to learn how technology can benefit you and your business!

Raskin Planning Group: (617) 728-7433

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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 provider 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.

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Episode 37- How to Bear With This Bear Market

Episode 37- How to Bear With This Bear Market

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Do you know what a bear market is? Here’s a hint: we are currently experiencing this type of market.

In this episode, Peter Raskin explores bear markets and the effect they have on the financial industry. Peter additionally discusses strategies to help you navigate these types of markets. 

In this episode, you will learn:

  • What a bear market is and when we’ve seen one before
  • The benefits of a bear market
  • How reviewing your portfolio allocations can be an effective risk management tool
  • Tax strategies to help you navigate the current state of the market
  • And more!

Listen now to hear Peter’s insight on you can navigate bear markets!

Raskin Planning Group ❘ 617-728-7433 ❘ Email

CRN-3068672-050112

Disclosure: The is not intended to be a substitute for professional investing advice always seek the advice of your financial adviser or other qualified financial service provider 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.

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Episode 36 — Making No Decision is Still a Decision

Episode 36 — Making No Decision is Still a Decision

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Don’t wait for a big event to start the planning process. Begin your financial plan today and continue that plan for the rest of your life.

In this episode, Peter Raskin opens a conversation about the importance of making the decision to start your financial plan. He provides examples of how different decisions, or no decision, can impact your future.

In this episode, you will learn:

  • Why you should start your financial plan
  • Why your financial plan is never the finished product
  • The importance of making decisions
  • Why consistent communication is key
  • And more!

Join Peter Raskin now to learn why no decision is still a decision!

Raskin Planning Group ❘ Email ❘ 617-728-7433

CRN- 3054097-042220

Disclosure: The is not intended to be a substitute for professional investing advice always seek the advice of your financial adviser or other qualified financial service provider 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.

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Episode 35: Financial Jargon Explained

Episode 35: Financial Jargon Explained

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How often are you talking with your financial advisor, only for them to mention a word you don’t understand? If you don’t understand certain terms, you might know why your portfolio is constructed in a particular way. 

In this episode, Peter Raskin goes over a variety of financial terms that most people don’t understand. He explains several concepts that many advisors use and how they connect to your portfolio and the financial market.

In this episode you will learn:

  • Definitions and examples of words used within the financial industry
  • Concepts used when explaining a portfolio
  • How these concepts can help you when arranging your portfolio
  • Different factors that can impact your portfolio
  • And more!

Tune in as Peter Raskin covers vocabulary that is often used and just as often not understood in this episode of Wealth is in the Details Podcast!

Raskin Planning Group: (617) 728-7433 ❘ White paper ❘ Email 

CRN-3088791-051520

 

Disclosure: The is not intended to be a substitute for professional investing advice always seek the advice of your financial adviser or other qualified financial service provider 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.

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Episode 34 – Securing Your Future With the SECURE Act

Episode 34 – Securing Your Future With the SECURE Act

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When was the last time you reviewed your retirement plan? Now might be the time—the introduction of the new SECURE Act may impact your plan for the future.

In this episode of the Wealth Is In The Details Podcast, Peter Raskin breaks down the SECURE Act and how it may impact your retirement planning. 

In this episode, you will learn:

  • How IRA contributions and distributions are affected by the act
  • How beneficiaries may be impacted by these changes
  • The importance of planning into the future
  • And more!

Listen in now to learn about the impact the SECURE Act might have on you and your retirement plan.

Raskin Planning ❘ Email ❘ (617) 728-7433

 

CRN-3051538-042120

 

Disclosure: The is not intended to be a substitute for professional investing advice always seek the advice of your financial adviser or other qualified financial service provider 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.

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Episode 33 – 5 Financial Actionable Items For COVID-19

Episode 33 – 5 Financial Actionable Items For COVID-19

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Everyone is nervous during this pandemic. But what should you focus on when trying to arrange your finances?

Today, Peter Raskin talks about the effect COVID-19 has on the financial market and individual portfolios alike. Peter also shares five action items you should look at when dealing with personal finances to help both you and your money.

In this episode, you will learn:

  • Five action items to think about during COVID-19 
  • The effect the virus has had on the financial market
  • How your portfolio can change during this crisis
  • And more!

Listen in now to learn five action items to consider during this COVID-19 pandemic.

Raskin Planning Group ❘ Email ❘ Raskin Planning Group White Papers

CRN-3058312-042420

Disclosure: The is not intended to be a substitute for professional investing advice always seek the advice of your financial adviser or other qualified financial service provider 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.

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Episode 32 – Taking Care of Business: Small Business Retirement Plans

Episode 32 – Taking Care of Business: Small Business Retirement Plans

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Like most other people, small business owners have financial goals, objectives, assets, liabilities, and expenses. But they also have an extra asset: their business.

How can business owners plan for retirement when their business is in the mix?

In this episode, Peter Raskin shares what small business owners need to consider when building retirement plans. In this information-packed episode, Peter additionally explores the types of plans available to small business owners, along with how this type of planning can benefit their company as a whole.

In this episode you will learn:

  • What small business owners need to consider when building retirement plans
  • Why helping employees with retirement planning can benefit business owners
  • Examples of business-owner retirement planning that Peter has seen over the years
  • Why offering employees a retirement plan is a balancing act
  • And more!

Join Peter now to learn how you can start the process of small-business retirement planning!

Resources:  Raskin Planning Group: (617) 728-7433 | A Plan With A Purpose

 

CRN-3034032-040820 

 

Disclosure: This is not intended to be a substitute for professional investing advice always seek the advice of your financial adviser or other qualified financial service provider 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.

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Episode 31 – The Art of Downsizing in Boston— With Deborah Lucci

Episode 31 – The Art of Downsizing in Boston— With Deborah Lucci

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Your kids will probably be grown up and independent by the time you retire. At this point, your family home might start to feel too big and too empty. You might decide that it’s time to downsize.

In this episode, Peter Raskin is joined by top Massachusetts realtor Deborah Lucci. Deborah generously shares insights into what you can do to successfully market and sell your home in the Boston area.

In this episode, you will learn:

  • What the timeline of selling your home should look like
  • The importance of being emotionally ready to sell your home
  • How Deborah guides clients through the decision-making process of selling their home
  • What the marketing side of selling your home looks like
  • And more!

Join Peter and Deborah now to learn how to approach the downsizing of your home. 

Resources

Raskin Planning Group: (617) 728-7433 | Deborah Lucci Team | The Gentle Art of Swedish Death Cleaning by Margareta Magnusson

CRN-2918936-012320

Disclosure: This is not intended to be a substitute for professional investing advice always seek the advice of your financial adviser or other qualified financial service provider 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.

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SPECIAL UPDATE: COVID-19

SPECIAL UPDATE: COVID-19

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In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. 

Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous time.

Resources:  Raskin Planning Group

CRN-2998649-031720

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Episode 30 – 4 Options for Funding Your Child’s Education

Episode 30 – 4 Options for Funding Your Child’s Education

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We all want the best for our children, which includes providing them with the best education possible. Whether you’re planning for private school or college, the question remains the same: How will you fund it?

In this episode of Wealth Is in the Details Podcast, Peter Raskin takes you through the four options available to anyone who wants to provide education funding for a family member. He discusses the pros and cons of each option, emphasizing that only you and your financial professional can decide which one is best for you.

In this episode, you will learn:

  • Why using a traditional savings account may be the most flexible option 
  • The downside of Uniform Transfers to Minors Act accounts
  • Advantages of using a 529 plan 
  • How a Coverdell Education Savings Account works
  • And more!

Tune in to learn four ways to fund your child’s education. It’s never too early or too late to start planning!

Resources

Raskin Planning Group: (617) 728-7433 | Saving for College

CRN-2918920-012320

Disclosure: The is not intended to be a substitute for professional investing advice always seek the advice of your financial adviser or other qualified financial service provider 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.