Tag Archives: Financial Planning

68. Five Reasons To Have A Long Term Contingency Plan



Do you have a plan in place for long-term care in case you reach a point in life where you can no longer care for yourself?

In this episode, Peter Raskin discusses five reasons to include a long-term contingency plan in your overall retirement plan. Peter reveals the questions you should ask yourself and your loved ones about your wants and needs when selecting the best option for you and your family.

Peter discusses:

  • The importance of having the difficult discussions with loved ones when creating your retirement plan
  • The overall costs of long-term care
  • The physical and emotional toll long-term care can take on your loved ones
  • The questions you should ask your family, your advisor and yourself when creating your retirement plan
  • And more!

Connect with Peter: 

CRN-3765964-091521

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.


67. The First Step To The American Dream



The American dream can be easily imagined, with a loving partner, children and the perfect home. Have you considered including your child’s first step towards the American dream in your financial plan? 

In this episode, Peter Raskin discusses the steps for children buying their first home and the role of the parents during this process. He shares personal anecdotes from both his children and his clients, and provides insight into various options for helping your children finance their first property.

Peter discusses:

  • The importance of having an open discussion with your children
  • Questions you should ask yourself when creating your financial plan
  • How gifting works financially, even to your children
  • And more!

Connect with Peter: 

CRN-3741212-083121

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.


65. Concierge Care 24/7 365 with Dr. Ned Legare



Having a financial planner on call provides peace of mind for your money. How can you provide that same peace of mind for your health?

In this episode, Peter Raskin is joined by Dr. Ned Legare, MD, FACP, to discuss his approach to wellness. Ned shares how the shift to concierge care benefits his patients, in terms of cost and time.

Peter and Ned discuss:

  • Why he shifted from internal medicine practice to concierge care doctor
  • The cost difference between concierge care and care providers
  • How the healthcare system evolved to include the concierge care model
  • The strengths and weaknesses of the business
  • And more!

Connect with Ned:

Connect with Peter: 

CRN-3696259-073021

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.


63. The Monte Carlo Of Financial Planning



Creating a financial plan for retirement requires answers to what the future will bring. While we can’t predict what’s to come with one hundred percent accuracy, we can create adjustments during life’s journey to make an educated gamble.

In this episode, Peter Raskin discusses different factors to consider when creating your financial plan. Peter discusses an analytical tool used at Raskin Planning Group called the Monte Carlo simulation and how it could benefit your financial planning today and updates to future plans.

Peter discusses:

  • What the Monte Carlo simulation is
  • How the Raskin Planning Group leverages the Monte Carlo simulation to analyze and make adjustments to your optimal financial plan
  • The role of insurance when planning for uncertainty
  • The various ways that Monte Carlo simulation may impact your future planning adjustments
  • And more!

Connect with Peter: 

CRN-3655981-070121

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.


61. The Five Biggest Financial Planning Mistakes Made During the Pandemic



As we begin to reopen, what have we learned about our financial plan during the pandemic? How will it mold our actions during the next crisis?

In this episode, Peter Raskin discusses the five biggest financial planning mistakes people made during the pandemic. He looks back at the lessons we all learned and how to be better prepared for this type of event in the future. 

You will learn:

  • The five mistakes people made during the pandemic when it came to financial planning
  • How investments made out of emotion can create uncertainty
  • What factors you absolutely need to consider when creating a financial plan
  • The importance of updating your financial plan on a regular basis
  • And more!

Connect with Peter Raskin: 

CRN-3646499-062421

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.