Tag: Life Events

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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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
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.