Tag: Investment Planning

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!

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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
Your Frequently Asked Questions Answered, Part 2 (Ep.86)

Your Frequently Asked Questions Answered, Part 2 (Ep.86)

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Everyone has questions about finance, whether they want to know when to take Social Security or compare renting to buying.

In this episode, Peter Raskin continues answering questions he gets asked as a financial advisor, sharing his knowledge and experience on topics everyone wants to know.

Peter discusses:

  • Why clients should invest now
  • When to take out money from retirement funds and Social Security
  • The benefits of buying outright versus renting or leasing products
  • How to increase investment returns by waiting on paying off mortgages
  • And more

Resources:

Connect with Peter: 

Schedule Time with Peter

CRN-4903295-081522

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.

Raskin Planning Group is a marketing name for registered representatives 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.

 

FEATURE
Personal Investments With Personal Values with Jeff Wildermuth (Ep. 74)

Personal Investments With Personal Values with Jeff Wildermuth (Ep. 74)

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A company’s environmental and social impact is becoming increasingly important to investors. 

In this episode, Jeff Wildermuth, a portfolio strategist at Aris investment, a division of AssetMark*, joins Peter Raskin. Jeff shares the wide world of ESG investing, revealing how individuals can invest based on personal values. He also discusses the increasing desire for sustainable and ethical companies and shares how advisors are increasing their use of ESG rating systems when advising clients.

Jeff discusses:

  • What ESG investing is
  • Why sustainable investing has become important to investors
  • How advisors are using ESG investing within their services
  • The impact of taxes on different types of investment accounts
  • And more!

Connect with Jeff Wildermuth:

Connect with Peter: 

CRN-4322166-021422

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 a marketing name for registered representatives 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.

*Not affiliated with Lincoln Financial Advisors.