Tag: Goal-Setting

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Reflecting on 2025 and Looking Ahead to 2026 with the Raskin Planning Group Team (Ep. 147)

Reflecting on 2025 and Looking Ahead to 2026 with the Raskin Planning Group Team (Ep. 147)

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Taking time to reflect can bring perspective, clarity, and renewed intention. Looking ahead with purpose helps turn lessons into meaningful action.

In this episode, Peter Raskin is joined by the team at Raskin Planning Group, Kathryn Broy, Alexander LaCroce, Tony Araujo, and Declan Davis for the annual Raskin Planning Group year-in-review and outlook conversation. 

The team shares personal moments from 2025 that inspired growth, including travel, family milestones, creative pursuits, and career development. They reflect on lessons learned through routines, responsibility, and professional change. The discussion also looks ahead to 2026, focusing on motivation, relationships, teamwork, and intentional planning.

Peter and the team discuss:

  • Reflections from Peter Raskin, Kathryn Broy, Alexander LaCroce, Tony Araujo, and Declan Davis on personal moments that shaped 2025
  • How routines, discipline, and responsibility supported wellbeing and daily balance
  • Professional growth through communication, collaboration, and firm transitions
  • The role of positivity, mindset, and intention when planning for the year ahead
  • Individual goals and motivations for 2026 centered on relationships, learning, and client service
  • And more!

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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
Planning Ahead for 2026 With a Practical Financial Checklist (Ep. 146)

Planning Ahead for 2026 With a Practical Financial Checklist (Ep. 146)

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A new year often brings pressure to make changes, but thoughtful planning can be a far more useful starting point. Rather than focusing on rigid resolutions, a structured review can help households feel organized and prepared.

In this episode, Peter Raskin walks through a comprehensive planning checklist to help individuals and families prepare for the 2026 calendar year. He explains how reviewing the prior year, setting new goals, and anticipating life events create clarity before making financial decisions. The conversation covers age-based milestones, cash flow awareness, assets and debt, tax preparation, insurance reviews, and estate planning, all framed as manageable steps that can be revisited over time.

Peter discusses:

  • Reviewing progress from the previous year to identify what worked, what changed, and what can be deferred
  • Setting personal and financial goals while accounting for upcoming life events and transitions
  • Key age milestones tied to health insurance, retirement contributions, Medicare, and Social Security
  • Managing cash flow by examining income, expenses, benefits, gifting, and charitable strategies
  • And more!

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Connect with Peter Raskin: 

Schedule a Time with Peter Raskin:

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
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.