Tag: Long Term Care

FEATURE
What Keeps Clients Up at Night? (Ep. 127)

What Keeps Clients Up at Night? (Ep. 127)

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Financial planning isn’t just about numbers; it’s about addressing the real-life concerns that keep clients awake at night.

How do we help clients navigate personal challenges while ensuring their financial stability? What are the most pressing issues clients face today?

In this episode of The Wealth Is In The Details podcast, Peter Raskin shares insightful stories from his clients’ wealth journeys, revealing what truly matters to them and how detailed planning can provide peace of mind. 

You’ll learn why clients focus on personal, impactful conversations rather than market fluctuations or global events, and how year-round tax planning can offer confidence in uncertain times.

Peter discusses:

  • Personal anecdotes around health challenges and financial strategies
  • The importance of updating estate planning documents in light of new legislation
  • Strategies for gifting and charitable donations
  • Handling unexpected windfalls and planning for early retirement
  • And more!

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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.

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.

FEATURE
Navigating Long Term Care with Natasha Heimrath (Ep.87)

Navigating Long Term Care with Natasha Heimrath (Ep.87)

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Many people don’t like to discuss the need for long-term care for their loved ones. However, it is vital to have open communication with your family about your wants and needs before decisions need to be made.

In this episode of Wealth Is In The Details, Peter Raskin chats with Natasha Heimrath,  executive director at Concord Park Senior Living*. She discusses the options of long term care available for seniors as they walk through life and what makes the community at Concord Park so unique.

Natasha discusses:

  • The forms of long-term care
  • Why long-term care is triggered after a change in health
  • The financial considerations for long-term care facilities
  • What you can expect from the community at Concord Park Senior Living
  • And more

Connect with Peter: 

Schedule Time with Peter:

Connect with Natasha Heimrath:

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. 

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.  

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