Tag: Financial Planning
63. The Monte Carlo Of Financial Planning

63. The Monte Carlo Of Financial Planning

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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

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

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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.