Tag: Raskin Planning Group

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

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

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.

Nine Financial Resolutions: An Essential Checklist from a Financial Planner (Ep. 113)

Nine Financial Resolutions: An Essential Checklist from a Financial Planner (Ep. 113)

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.

Year-End Reflections & Personal Stories From the Raskin Planning Group Team (Ep. 112)

Year-End Reflections & Personal Stories From the Raskin Planning Group Team (Ep. 112)

One of the goals of this podcast is to help listeners get to know our team better.

As days grow shorter and holiday lights fill the darkness, it’s the perfect time to hear from the Raskin Planning Group team and reflect on the past 12 months!

Join Peter Raskin as he interviews his colleagues Alex LaCroce, Kathryn Broy, and Tony Araujo about their 2023 highlights. Tune in and get to know our team beyond their professional lives, including their goals, values, and passions.

They discuss:

  • Alex’s artistic side and his love for Taekwondo and learning new languages
  • Tony’s experience as our newest member and his upcoming 50th birthday plans
  • Kathryn’s journey of continued education and exciting travel plans for 2024
  • How each of them dealt with their biggest challenges last year
  • Hypothetically, if they had $100,000 to give to their favorite charities, what causes they would support

Resources:

 

Connect With Alexander LaCroce:

Connect With Kathryn Broy:

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.

Mastering Year-Round Tax Planning: Strategies for a Financially Savvy Year-End (Ep. 111)

Mastering Year-Round Tax Planning: Strategies for a Financially Savvy Year-End (Ep. 111)

The clock is ticking, days are getting shorter and cooler, and it is hard to believe that Thanksgiving and Christmas are just around the corner. But from a financial perspective, we have less than two months to do tax planning, so what should you be thinking about?

In this episode, Peter Raskin discusses the importance of year-round tax planning. He highlights five key considerations: understanding one’s tax bracket, Roth conversions, charitable giving, gifting strategies, and realizing capital gains and losses. Peter emphasizes the benefits of Roth IRAs and the impact of charitable gifts on communities. He also explains the tax implications of holding mutual funds and the strategy of realizing capital gains and losses.

Peter discusses:

  • Why tax planning should be done year-round, not just at year-end
  • Five tax planning considerations that are impactful over a longer period
  • Tax bracket planning and understanding marginal tax brackets
  • The importance of working with a tax advisor throughout the tax planning process
  • Advantages of Roth conversions and avoiding higher tax brackets
  • The tax advantages of charitable giving and gifting
  • Realizing capital gains and losses throughout the year as a tax strategy

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.

The Similarities Between Traveling and Financial Planning (Ep. 110)

The Similarities Between Traveling and Financial Planning (Ep. 110)

One of the most important aspects of achieving our financial goals is having a clear vision of what you want to accomplish. And just like a travel journey, without a clear goal, it is easy to get distracted, lose motivation, and make poor decisions.

However, setting a goal is not enough. You also need to have a plan that outlines the steps you need to take, the resources you need to use, and the challenges you need to overcome. 

In this episode, Peter Raskin uses traveling as a metaphor for goal setting and financial planning. He emphasizes the importance of setting clear financial goals and developing unique strategies for each goal. Additionally, he explains the importance of diversifying investments across different sectors to manage market risk and the role of a financial planner when navigating the financial journey.

Peter discusses:

  • Why different financial goals require different investment strategies 
  • How 30% of the market value of the S&P 500 is invested in just ten mega tech stocks, emphasizing the importance of diversification
  • The concept of meaningful diversification
  • The importance of risk management and reasonable expectations in achieving long-term financial goals
  • The role of a financial planner as a coach, emphasizing the importance of enjoying the journey, making necessary adjustments, and building confidence
  • And 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.

The Rise And Fall Of Inflation (Ep. 109) 

The Rise And Fall Of Inflation (Ep. 109) 

Feel like you’re always paying more?

In this insightful episode, Peter Raskin explains inflation, examining its recent rise and breaking down its impacts on society. He challenges the common belief that inflation affects everyone the same way, shedding light on its distinct impacts across various income levels.

In this episode, Peter dives into:

  • Strategies for using inflation insights in investment decisions
  • The role of the Federal Reserve in managing inflation through policy
  • Unique challenges faced by lower-income consumers due to inflation
  • The diminishing purchasing power and what it means for individuals
  • The relationship between inflation, debt service costs, and the influence on various assets and investments
  • 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.

How to Choose the Right Retirement Plan for Your Business (Ep. 107)

How to Choose the Right Retirement Plan for Your Business (Ep. 107)

Think a retirement plan is just another checkbox?

Think again.

In this episode, Peter Raskin gives us a deep dive into retirement plan options that fit businesses of all sizes. From 401(k) plans with profit-sharing to traditional 401(k)s and SIMPLE IRAs, Peter explains how flexibility and customization are key to achieving both business and employee objectives.

Throughout the episode, Peter covers:

  • The critical importance of aligning retirement plans with unique business objectives
  • How the rise of automatic features like enrollment and escalation are powerful tools to enhance employee participation
  • Why flexibility is key when tailoring your retirement plan options to suit the financial capabilities and objectives
  • The pros and cons of each type of retirement plan, especially considering administrative costs and employee matching features
  • 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.

From Working Boots to Business Suits with Larry DiCara (Ep. 106)

From Working Boots to Business Suits with Larry DiCara (Ep. 106)

How has Boston’s transformation from a hub of blue-collar workers to a hotspot for white-collar specialists impacted its people, identity, and economic dynamics?

In this episode, Peter Raskin chats with Larry DiCara, a seasoned real estate lawyer and former Boston city councilor, about the profound shifts Boston has experienced over the years.

During their discussion, Larry shares:

  • Boston’s journey from a post-war blue-collar city to its present-day white-collar dominance
  • The noticeable demographic shifts, including reductions in household sizes and school-aged children
  • The change in primary employers from traditional big banks and insurance firms to universities and hospitals
  • The evolving identity of neighborhoods, illustrated by the decline of iconic institutions such as Catholic churches and schools
  • Challenges facing the city’s infrastructure, from an aging subway system to a notable lack of functional swimming pools
  • And more!

Resources

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About Larry DiCara:

Larry DiCara is among Boston’s most recognized civic leaders in addition to serving as a consultant, lobbyist, and trained mediator. ​ A frequent speaker at colleges, universities and other venues, as well as a regular go-to source in Boston media, Larry has taught at Harvard, Boston University and the University of Massachusetts. ​ Larry has practiced real estate and administrative law and has been intimately involved with the development process in and around Boston for more than 40 years.

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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.

Boys Town: A History of Hope and Healing for Troubled Youth with Aric Johnson (Ep. 105)

Boys Town: A History of Hope and Healing for Troubled Youth with Aric Johnson (Ep. 105)

Family plays a pivotal role in shaping young lives, extending a guiding hand that leads troubled youth towards a brighter future. Not every child has access to a supportive family and unconditional love, but every child deserves it. Boys Town’s mission is to give troubled youth the opportunity to get the right kind of care, at the right time, in the right way.

In this episode, Peter Raskin dedicates a heartfelt send-off to his co-host, Aric Johnson, who will be returning with his wife to Boys Town. It marks Aric’s final episode, where we learn more about his and his wife’s mission in Boys Town, a charitable organization founded by Father Flanagan in 1917. Aric explains the purpose of Boys Town and how it provides guidance and support to children in need. He highlights the family-style environment fostered at Boys Town and emphasizes the significance of defining family in diverse and meaningful ways. Peter and Aric delve into the importance of giving back and helping others, a theme that resonates throughout their discussion.

Peter and Aric discuss:

  • Aric’s journey and involvement with at-risk youth
  • The history and mission of Boys Town
  • Boys Town’s role in providing a safe and nurturing environment for children
  • Creating a family-style environment at Boys Town
  • The significance of defining family in different ways
  • And more

Resources:

Connect with Aric Johnson:

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.