Tag: Financial Planner

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

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

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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!

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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.

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Investment Losses With Peter Raskin (Ep.80)

Investment Losses With Peter Raskin (Ep.80)

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April and May 2022 have been two months to forget for investors, with the market being as volatile as ever, and with losses as high as ever. The job of financial planners has become more challenging. 

What is the best way for financial planners to coach their clients on how to best handle the market changes?

In this episode, Peter Raskin discusses the challenges taking place in the current market. He also provides tips and tricks on how to potentially stay ahead of the challenges.

Peter discusses:

  • His 5 core beliefs 
  • 4 questions that he reviews with his clients
  • The difference between fixed income and discretionary income
  • The importance of contingency planning
  • And more

Connect with Peter: 

CRN-4753659-052022

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.