Tag: Preparation

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Episode 52: Giving to Create a Legacy

Episode 52: Giving to Create a Legacy

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There is great power in giving to your loved ones as a part of your legacy. 

But since legacy gifts can be life-altering for those who receive them, it’s crucial to plan ahead. 

In this episode of Wealth Is In The Details, join Peter Raskin as he navigates the path of gifting assets to create a legacy. He shares must-know planning tips around the monetary and emotional components of legacy giving and shares ways you can start planning for your legacy today. 

 In this episode, you will learn:

  • The importance of a comprehensive plan when passing down a legacy and gifting assets 
  • How taxes and tax rules differ when giving and receiving a family legacy or gift 
  • Why tax planning should be involved in your legacy planning process
  • How an education-related 529 plan can create tax-free earnings 
  • And more!

Listen today to learn the financial and non-financial considerations that come with passing down your legacy through gifting!

Resources: Raskin Planning Group  | Peter Raskin

CRN-3425402-012721

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.

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Episode 51: Behind the Scenes of the Boston Restaurant Industry – With Jasper White

Episode 51: Behind the Scenes of the Boston Restaurant Industry – With Jasper White

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One of the great things about Boston is its stand-out food scene. 

To celebrate the city’s food industry, Peter Raskin joins renowned chef and restaurateur Jasper White for today’s episode. Together, they dive into a lively conversation about Jasper’s years of restaurant experience and the business lessons he’s learned along the way. 

 In this episode, you will learn:

  • How Jasper got into the restaurant industry  
  • The ups and downs of owning a business 
  • How COVID-19 has impacted the restaurant industry
  • The change in the restaurant business that Jasper wants to see  
  • And more!

Tune in now for your behind-the-scenes look at owning a restaurant with Jasper White! 

Resources:  Raskin Planning Group  | Peter Raskin: (617) 728-7433 | Jasper’s Cookbook 

CRN-3423138-012621

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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Episode 50 – Growing Your Business for Your Exit – With John Leonetti

Episode 50 – Growing Your Business for Your Exit – With John Leonetti

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Business owners often need to grow the value of their business to satisfy their lifestyle post-exit. This can be achieved through thoughtful growth planning.

In  this episode, Peter Raskin welcomes Pinnacle Equity Solutions’ John Leonetti to discuss the concept of growth planning. They discuss important considerations for business owners looking to grow their business for their exit and explain why growth planning is not just about maximizing revenue.

In this episode, you will learn:

  • What your mental readiness might look like when exiting your business 
  • Three preparation stages to help you ready for your exit 
  • How John’s checkers and chess analogy relates to business value growth 
  • Professionals who can help ready-to-exit business owners 
  • And more!

Tune in and discover how a strategic growth plan can help you organize and plan a successful business exit!

Resources: Raskin Planning Group  | Peter Raskin | (617) 728-7433 | Pinnacle Equity Solutions | The International Exit Planning Association 

CRN-3388962-010421

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.