Tag: Podcast

FEATURE
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!

 

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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.

FEATURE
Veterans Affairs Healthcare With David Hencke (Ep.93)

Veterans Affairs Healthcare With David Hencke (Ep.93)

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We’re continuing to share vital services and resources for our veterans. Today, we’re spreading the word about Veterans Affairs Healthcare.

In this episode, Peter Raskin talks with David Hencke*, veteran and outreach coordinator at VA Boston, Department of Veterans Affairs about the healthcare that the VA provides veterans. David shares his time in service with us, and VA care resources for veterans.

David discusses:

  • How he moved into working with the VA after 30 years of service in the military
  • What Veterans Affairs Healthcare is and what type of care they provide veterans
  • Who is eligible for VA Care and how to apply for it
  • Where VA Care is available throughout the country
  • A story about how VA Care helped his WWII veteran father
  • How he’s getting the word out about VA Care to the community of veterans

Resources:

Connect With David Hencke:

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Schedule Time with Peter:

CRN-5338224-120722

*Not affiliated with Lincoln Financial Advisors.

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 Corp. 

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
Vital Services Available For Our Veterans With Cathy Battles and Alyssa Hayes (Ep.92)

Vital Services Available For Our Veterans With Cathy Battles and Alyssa Hayes (Ep.92)

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Today, we’re celebrating our veterans who fought for our rights and freedoms with an episode dedicated to educating veterans and non-veterans about the services and resources available to support them.

In this episode, Peter Raskin speaks with Cathy Battles and Alyssa Hayes* of the U.S. Department of Veterans Affairs. They discuss services that are vital and necessary for those that have given just so much for our country, and share resources to assist veterans in getting the help they need.

Cathy and Alyssa discuss:

  • When and how a veteran can file a claim for compensation for an injury or illness incurred during active duty military service
  • The process of filing a disability claim
  • What the recent Promise to Address Comprehensive Toxics (PACT) Act legislation offers veterans
  • How the VA helps veterans with education, training, employment and housing benefits after they’re approved for a service connected disability
  • How they adapted their outreach to meet the needs of veterans during the pandemic
  • How small businesses owners can help support our veterans and provide employment opportunities

Resources:

Connect With Cathy Battles:

Connect With Alyssa Hayes:

Connect With Peter: 

Schedule Time With Peter:

CRN-5273770-113022

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 Corp.

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.
Your Frequently Asked Questions Answered, Part 1 (Ep.83)

Your Frequently Asked Questions Answered, Part 1 (Ep.83)

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Time and time again, you might have thought about questions you want answered about your financial plan, changes to your portfolio and so much more.

In this episode, Peter Raskin answers some of the frequently asked questions he gets asked as a financial advisor.

Peter discusses:

  • If you should make changes to your portfolio given the changes in the market
  • How inflation affects your financial plan and why it’s important to regularly update your plan to reflect inflation
  • Whether or not bonds are a safe investment
  • How to decide what to do with money on the sidelines to make it work for your individual 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 Lincoln Financial Advisors.

Securities are offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services are offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance is 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.

CRN-4822767-062822



FEATURE
Challenges Can Bring Tasteful Opportunities With Pete Minich (Ep.82)

Challenges Can Bring Tasteful Opportunities With Pete Minich (Ep.82)

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As a business owner, the pandemic might have caused a number of sleepless nights. But on the positive side, it has allowed you to critically think about how you are operating your business to serve your customers.

In this episode, Peter Raskin talks with Pete Minich*, owner of Fresh City Kitchen. Pete explains how the pandemic changed his business operations to meet the changing demand and needs of his clients. He also shares some of the lessons he has learned during his ownership career.

Pete discusses:

  • How COVID has impacted his business in the food service industry
  • The demand for catering services
  • How the government relief programs affected his business operations
  • How his business management philosophy has changed
  • And more

Connect with Peter: 

Schedule Time with Peter:

Connect with Pete Minich:

About Our Guest:

Pete has a wide range of experience in both developing and growing new restaurant concepts, and re-tooling and refreshing existing brands. Before coming to Fresh City Kitchen he owned CPMLogistics which provided outsourced purchasing services to multi-unit restaurant companies.

A graduate of the Culinary Institute of America, Pete has worked for some of the major players in the New England and Boston restaurant business. Holding the positions of Director of Culinary Operations for John Harvard’s Brewhouse and Vinny Testa’s he executed rapid brand development and expansion. As Logistics Director for Todd English Enterprises in the early 2000s, Pete oversaw the opening of multiple concepts under the TE brand as well as coordinating a return to profitability of Todd’s existing portfolio.

CRN-4791536-061522

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 are offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services are offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance is 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.