Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Taking time to reflect can bring perspective, clarity, and renewed intention. Looking ahead with purpose helps turn lessons into meaningful action.

In this episode, Peter Raskin is joined by the team at Raskin Planning Group, Kathryn Broy, Alexander LaCroce, Tony Araujo, and Declan Davis for the annual Raskin Planning Group year-in-review and outlook conversation. 

The team shares personal moments from 2025 that inspired growth, including travel, family milestones, creative pursuits, and career development. They reflect on lessons learned through routines, responsibility, and professional change. The discussion also looks ahead to 2026, focusing on motivation, relationships, teamwork, and intentional planning.

Peter and the team discuss:

• Reflections from Peter Raskin, Kathryn Broy, Alexander LaCroce, Tony Araujo, and Declan Davis on personal moments that shaped 2025
• How routines, discipline, and responsibility supported wellbeing and daily balance
• Professional growth through communication, collaboration, and firm transitions
• The role of positivity, mindset, and intention when planning for the year ahead
• Individual goals and motivations for 2026 centered on relationships, learning, and client service
• And more!

Connect with Peter Raskin and the Raskin Planning Group Team: 

• Raskin Planning Group
• (617) 728-7433 
• LinkedIn: Peter Raskin 
• Facebook: Raskin Planning Group
• LinkedIn: Raskin Planning Group

Schedule a Time with Peter Raskin:

• Book a Call 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.