Tag Archives: protection

71. Cash Is King



Storing money under your mattress may give you easy access to those funds, but it is also a far less secure saving strategy. Depositing your cash in the bank gives you access and security.

In this episode, Peter Raskin discusses the importance of liquidity and cash within your financial plan. He reveals how your cash is protected while in the bank and why you should maintain easily accessible assets in case of emergency. Peter shares options for saving your liquid assets, why you should consider avoiding risky investments despite their growth and the long term benefits of certain liquid assets.

Peter discusses:

  • How FDIC protects your cash
  • Which types of accounts and investments are considered liquid assets
  • Why you should not necessarily risk your assets for increased growth
  • The long-term impact of liquid assets
  • And more!

Connect with Peter: 

CRN-3931633-112321

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.

 


70. Descending The Mountain Of Retirement



When creating your retirement plan, the income you set aside needs to last throughout your entire retirement. The most important step of your plan is protecting what you put aside.

In this episode, Peter Raskin discusses the importance of protecting your income during retirement. He reveals the importance of considering longevity, inflation and sequence of return risk when investing or retirement and how each impacts your retirement income.

Peter discusses:

  • What to consider when determining how long your retirement plan should last
  •  The impact of inflation on your retirement income
  • The potential risk on your investments and how to avoid loss
  • The three sources of protected income
  • And more!

Connect with Peter: 

CRN-3896757-110221

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.