Tag: Investing

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Nine Financial Resolutions: An Essential Checklist from a Financial Planner (Ep. 113)

Nine Financial Resolutions: An Essential Checklist from a Financial Planner (Ep. 113)

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Are you always thinking about reviewing your finances but never seem to get it done?

Join us in taking nine New Year’s Resolutions that will help you evaluate and organize your current financial situation.

As a financial planner, Peter Raskin shares nine financial resolutions that he will be working on in 2024, along with his family. His thought-provoking questions will empower you to navigate your financial journey with clarity and confidence.

Peter discusses:

  • An Essential Checklist for 2024
  • The importance of regular reviews — even if you already have a financial plan in place
  • Crucial conversations (that should not be delayed) with your partner and/or children
  • Personal anecdotes from his own financial journey

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Schedule Time with Peter

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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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Annuities 101 (Ep. 101)

Annuities 101 (Ep. 101)

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Let’s have a little refresher on what annuities are, and if you’ve never heard of them before, don’t worry! Peter breaks them down from the beginning.

In this episode, Peter Raskin takes us back to the classroom and covers some of the basics about annuities, starting with a recap of what an annuity is. He then dives into why someone should consider an annuity as part of their financial plan, what the different types of annuities are, what risks are involved with variable annuities, the pros and cons of annuities, what it costs to get one, and when an annuity might be appropriate for someone.

Peter discusses:

  • What an annuity is
  • Why you should consider an annuity as part of an overall financial plan
  • The different types of annuities
  • What risks are involved with variable annuities
  • What it costs to get an annuity
  • When an annuity might be appropriate for you
  • Some of the different concerns regarding annuities

Resources:

Connect with Peter: 

Schedule Time with Peter:

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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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The Gains and Losses of Direct Indexing with Matt Potter (Ep. 77)

The Gains and Losses of Direct Indexing with Matt Potter (Ep. 77)

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Direct indexing is an index investing strategy that involves directly purchasing the components of a mutual fund or an ETF at the appropriate weights.

You may be wondering why an investor would want to complete so many transactions for similar holdings to a one-and-done mutual fund purchase. But there are specific potential benefits to direct indexing that may be intriguing. 

In this episode, Peter Raskin speaks with Matt Potter, chartered financial analyst & director of investment services at SEI Private Trust Company. Peter and Matt discuss best practices for how to navigate the stock market, specifically when it comes to direct indexing.  

Peter and Matt discuss:

  • What direct indexing is and why an investor may consider this approach
  • How taking a loss can potentially make your portfolio more tax-efficient
  • Why owning individual stocks provides more flexibility than a mutual fund or ETF
  • What a wash sale is and how direct indexing can help you avoid it
  • And More!

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Connect with Peter: 

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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.