Tag: Peter Raskin
The Bucket: Living Fully and Avoiding Regrets with David Abend (Ep. 122)

The Bucket: Living Fully and Avoiding Regrets with David Abend (Ep. 122)

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Want to live life with no regrets and embrace your mortality as a catalyst for fulfillment?

Today on Wealth Is In The Details, Peter Raskin welcomes his longtime friend David Abend, co-founder of The Bucket, about transforming deathbed regrets into a life well-lived. David shares his journey from advertising to co-founding The Bucket, a community focused on helping individuals lead more fulfilling lives by confronting their mortality. Learn how mortality can act as a powerful motivator to rethink priorities, embrace joyful experiences, and live authentically.

David discusses:

  • The Bucket’s mission to help people reduce or eliminate deathbed regrets
  • Calculating your “bucket age” to get a new perspective on how many years you have left and use this knowledge to live more purposefully
  • How focusing on personal authenticity can help you avoid common life regrets
  • The Bucket’s available resources, including a wealth of how-to articles, interviews, and podcasts to guide you in making meaningful life changes
  • And more!

 

Resources:

Connect with David Abend:

Connect with Peter: 

Schedule Time with Peter

About Our Guest:

David Abend is the co-founder and editor-in-chief of The Bucket and has a passion for helping people see the world in a different way – a talent he honed from decades of work as an advertising creative director and copywriter. He has worked at some of the world’s leading agencies including Digitas, Hill Holiday, Arnold Worldwide, and Mullen-Lowe on noteworthy brands such as Reebok, New Balance, Stanley Tools, Fidelity, Titleist, InterContinental Hotels Group (IHG), and AARP. With The Bucket, David seeks to achieve the ultimate marketing challenge – the rebranding of death – by getting people to see how embracing mortality can help them live a more fulfilling life. David is also a Certified Life Coach.

 

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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.

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Osaic FA. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor 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 and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

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Why Cash Might Not Be King: Understanding Investment Risks (Ep. 121)

Why Cash Might Not Be King: Understanding Investment Risks (Ep. 121)

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Could keeping your money in cash actually be risky?

In this episode of Wealth Is In The Details, Peter Raskin delves into the commonly overlooked risks associated with holding cash or cash equivalents like CDs and US Treasuries. He tackles the misconception that cash is the safest investment, breaking down the concepts of liquidity, inflation risk, and how different types of investments align with your financial goals. Listen in and uncover the importance of aligning your investment choices with both your long-term and short-term objectives, and why simply stashing your cash might not always be the best strategy.

Peter discusses:

  • Exploring the true meaning of cash and cash equivalents
  • Unpacking the multifaceted nature of risk, especially when it comes to cash investments
  • The impact of inflation over time on the purchasing power of your cash holdings
  • Investment attributes and how to match them with your financial goals
  • And more!

 

Connect with Peter: 

 

Schedule Time with Peter

 

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 Osaic FA, Inc./Osaic FA.

Securities offered through Osaic FA, Inc./Osaic FA, a broker/dealer. Member SIPC. Investment advisory services offered through Osaic FA, Inc./Osaic FA, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Osaic FA, Inc./Osaic FA.

Osaic FA, Inc./Osaic FA 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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Understanding the Risks at the Top of Your Financial Planning Pyramid (Ep. 120)

Understanding the Risks at the Top of Your Financial Planning Pyramid (Ep. 120)

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Are you ready to navigate the complexities of financial planning across different stages of your life?

Today on Wealth Is In The Details, Peter Raskin dives deep into the structure of the financial planning pyramid, an invaluable tool that illustrates the key phases of financial planning from establishing to distributing wealth. Understanding this pyramid is crucial for anyone looking to build a stable financial future. His discussion, inspired by David Pierce’s article in the Journal of Financial Service Professionals, sheds light on the unique financial planning challenges and risks at different life stages, offering insights into how best to address them. Whether you’re just starting out or looking into retirement planning, this episode is packed with expert advice and the importance of professional guidance.

Peter discusses:

  • The foundation of financial planning and the importance of establishing wealth early on
  • Strategies for building wealth, including investment and insurance considerations
  • Preserving wealth through mindful spending and investment risk management as we approach middle-age
  • Distributing wealth efficiently, considering the complex landscape post-retirement, including healthcare costs and estate planning

Tune in to uncover strategies for navigating your financial planning journey at every life stage.

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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Building a Diversified Portfolio Through Alternative Investing with William Wolfe (Ep. 116)

Building a Diversified Portfolio Through Alternative Investing with William Wolfe (Ep. 116)

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You’ve probably heard of alternative lifestyles and alternative facts, but are you familiar with alternative investments?

This week on Wealth is in The Details, Peter Raskin and William Wolfe from FS Investments talk about alternative investing to educate listeners about alternative investments and how they can complement traditional portfolios. William explains how the accessibility of alternative investments has improved, making them an option for more investors. Peter and Bill also emphasize the importance of professional advice, considering individual goals and risk tolerances, and understanding the costs and tax implications are emphasized.

Peter and William discuss:

  • What alternative investments are
  • How accessible alternative investments are for average investors
  • The importance of diversification and stability in investment portfolios
  • Relevance of economic and market cycles in alternative investments
  • And more!

Connect with William Wolfe:

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.
Home Ownership vs. Renting: What’s the Best Choice for You? (Ep. 119)

Home Ownership vs. Renting: What’s the Best Choice for You? (Ep. 119)

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In today’s challenging housing market, is it better to rent or buy a home?

Today on Wealth Is In The Details, Peter Raskin delves into the complexities of the housing market, addressing the struggles faced by younger generations trying to attain homeownership amidst soaring prices and mortgage rates. Peter discusses the advantages and disadvantages of renting vs. buying and provides valuable insights into making informed decisions regarding housing choices.

Peter discusses:

  • The challenges faced by younger individuals in the current housing market
  • Factors contributing to the high housing costs and mortgage rates
  • Pros and cons of renting versus buying a home
  • Equity building and tax benefits associated with home ownership
  • And more!

We want to help you gain clarity on whether renting or buying a home aligns with your financial goals and circumstances. Don’t miss this informative discussion on navigating the intricate decision-making process in today’s real estate market.

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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Decoding Financial Jargon Part 2 (Ep. 118)

Decoding Financial Jargon Part 2 (Ep. 118)

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Welcome back to part 2 of our two-part series where we break down financial jargon that many advisors use, for our listeners!

In this episode, Peter Raskin breaks down more complex financial terms to help you better understand investment terminology, while emphasizing the importance of diversification. He explains factor investing and the significance of macroeconomic and style factors in portfolio management. Peter also covers the implications of the yield curve and bond duration for investors.

Peter discusses:

  • Different kinds of stocks and bonds, and the importance of diversification
  • What factor investing is, and specific drivers of returns across asset classes
  • What a yield curve and duration in the context of bonds are
  • The importance of diversifying into different types of bonds based on risk tolerance
  • And more!

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.

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. 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.

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Decoding Financial Jargon Part 1 (Ep. 117)

Decoding Financial Jargon Part 1 (Ep. 117)

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Welcome to part one of a two-part series breaking down financial jargon!

Today on Wealth Is In The Details, Peter Raskin breaks down complex financial jargon to help listeners gain a deeper understanding of key investment concepts. Peter discusses key concepts including average returns, standard deviation, correlation, diversification, capital market assumptions, and market cap-weighted indices. He explains these terms in simple, relatable language, making it easier for listeners to grasp these fundamental financial concepts while emphasizing their importance in investment strategy. He advocates for clear communication between professionals and clients and stresses the need for a diversified approach to investing. 

Peter discusses:

  • The importance of understanding investment jargon for investors
  • Key concepts including average returns, standard deviation, correlation, diversification, capital market assumptions, and market cap-weighted indices
  • The benefits of diversification and correlation in building effective investment portfolios
  • The significance of capital market assumptions for long-term asset class returns
  • The differences between market cap-weighted and equal-weighted indexes in investing
  • And more!

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.
Why You Should Master Retirement Savings Strategies (Ep. 115)

Why You Should Master Retirement Savings Strategies (Ep. 115)

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Ever feel overwhelmed by the maze of retirement planning? 

You’re not alone. 

Join Peter Raskin as he ventures into the world of Individual Retirement Accounts (IRAs). Born from the Employee Retirement Income Security Act of 1974, IRAs are now a cornerstone of savvy financial planning. Peter navigates through the complexities of IRAs, covering everything from income taxes and investments to life expectancy and estate planning.

Key Highlights:

  • Traditional IRAs: Understanding their unique functions, the importance of earned income for contributions, and the implications of tax-deferred earnings
  • RMDs: Grasping the necessity of withdrawals from IRAs starting at age 73, and how these are calculated
  • IRA Deductibility: Decoding how participation in employer-sponsored plans and income levels affect your IRA’s tax benefits
  • Roth IRA Insights: Comparing Roth vs. traditional IRAs, exploring the advantages of Roth IRAs including tax-free withdrawals
  • The Pro Rata Rule: Navigating the complexities of the backdoor Roth IRA strategy and its potential tax implications
  • Innovative IRA Options: The groundbreaking 2024 feature allowing 529 plan conversions into Roth IRAs under specific conditions
  • And much more!

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.
Breaking Stigmas and Improving Mental Health with Ariana Mufson (Ep. 114)

Breaking Stigmas and Improving Mental Health with Ariana Mufson (Ep. 114)

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Many people trivialize mental health because they forget it can affect all areas of their lives, including their physical and financial well-being.

Others hesitate to seek help because of the associated stigmas.

Join Peter Raskin and guest Ariana Mufson, LICSW, CST, Psychotherapist, in their efforts to normalize, and even prioritize, mental well-being. Today’s episode explores some of the biggest stressors and how to tackle them using research-backed coping mechanisms and therapies.

Ariana discusses:

  • Why you should be proactive about your mental health
  • Healthy habits to tackle both internal and external stressors
  • The benefits of Cognitive Behavioral Therapy (CBT)
  • Navigating challenges within the mental health system, including insurance coverage and access to care

Resources:

Connect with Ariana Mufson:

Connect with Peter: 

Schedule Time with Peter

About Our Guest:

Ariana Mufson, LICSW, CST, Psychotherapist, provides psychotherapy for adults with a specialty in anxiety disorders, women’s mental health, and sex therapy (AASECT certified). She has trained in a variety of modalities including CBT (cognitive behavioral therapy), DBT (dialectical behavioral therapy), MI (motivational interviewing), GPM (general psychiatric management), and psychodynamic psychotherapy. Ariana prides herself on using humor and empathy to help clients push through their struggles. She encourages clients to explore their goals for seeking change and supports them in finding the motivation, insight, and skills to cope.

Ariana earned her Master of Social Work from Simmons College and completed a two-year residency in the Brigham and Women’s Hospital system. She worked for several years in McLean Hospital’s Dissociative Disorder and Trauma Program, where she also ran inpatient groups and a hospital-wide family support group. Most recently, she served as an outpatient clinician at the Fish Center for Women’s Health, at the Chestnut Hill satellite for Brigham and Women’s Hospital.

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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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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

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.