Tag: Financial Strategies

FEATURE
Managing Wealth Amidst Uncertainty (Ep. 136)

Managing Wealth Amidst Uncertainty (Ep. 136)

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Uncertainty looms in every corner of our lives, but can we turn it into clarity?

How do financial decisions shape long-term security and day-to-day sense of security? 

What strategies can help align investments with life’s changing seasons?

In this episode, Peter Raskin reflects on balancing short-term challenges with long-term objectives, explaining how clients can maintain confidence through thoughtful planning. From volatile markets to personal milestones, Peter offers insights into wealth management that prioritizes resilience and practicality.

Key topics covered:

  • Understanding Market Uncertainty
  • Tax Planning and 1099 Delays
  • Addressing Life Events: Illness and Divorce
  • Gifting to Family Members
  • Navigating Retirement and Medicare Plans
  • And more!

Connect with Peter Raskin: 

Schedule Time with Peter:

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 Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.

Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

FEATURE
Unlocking the Potential of Trusts with Kendalynn Mowery (Ep. 132)

Unlocking the Potential of Trusts with Kendalynn Mowery (Ep. 132)

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Trusts offer powerful tools for protecting assets, reducing taxes, and planning for future generations. But how do you choose the right structure for your unique needs?

This week, Peter Raskin is joined once again by Kendalynn Mowery from Premier Trust Company to explore the benefits and strategies behind Nevada-based trusts. Kendalynn shares actionable insights into asset protection, tax advantages, and creating a lasting legacy through thoughtful trust planning.

Kendalynn discusses:

  • How Nevada’s favorable trust laws provide tax advantages, long-term flexibility, and robust asset protection
  • Asset Protection Trusts, including who benefits most and why timing is critical for these structures
  • Advanced trust structures such as SLATs, NINGs, and BDITs that address specific financial and estate planning goals
  • The importance of tailoring trust structures to align with family and financial objectives with legal guidance
  • How trusts simplify estate administration, reduce probate concerns, and help for multi-generational wealth preservation
  • And more!

Resources

Connect with Kendalynn Mowery:

Connect with Peter: 

Schedule Time with Peter

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.