Tag Archives: Raskin Planning Group

Episode 54: How to Design and Implement Your Estate Plan – With Brett Kaufman



You’ve worked hard on creating an estate plan that will transfer your wealth and values to those you love. However, if not appropriately implemented, all that hard work could go to waste.

To help you learn the steps that will help you to properly carry out your estate plan, Peter Raskin sits down with Brett Kaufman for today’s episode. As an estate planning and tax attorney, Brett offers his expertise in the estate planning arena to help you better understand the estate planning, design, and execution process. 

In this episode, you will learn:

  • Four ways assets can be transferred 
  • Why you should be regularly reviewing ownership and beneficiary designations 
  • Common mistakes that can affect your estate plan
  • Tax considerations for charity-related estate planning 
  • And more!

Tune in and discover everything you need to know to maximize your estate plan! 

Resources: Raskin Planning Group | Peter Raskin: (617) 728-7433 | Schlossberg, LLC | Brett Kaufman: (781) 848-5028 | Resources: Estate Planning Roadmap (not available yet)

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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.


Episode 53: Break Away from Being an Income Machine



Many of us tend to behave like income machines, working hard each day to bring in money to support our lives.

However, at some point in life, that income machine stops working. 

In this episode of Wealth Is In The Details, Peter Raskin explains how different financial planning strategies can help you plan ahead for the day that you decide to (or have to) stop working and being an income machine.  

 In this episode, you will learn:

How to overcome an optimism bias and discuss potential life risks

  • Disability and mental health planning-related considerations
  • The importance of addressing and developing a contingency planning strategy 
  • The truth about Social Security Disability Insurance (SSDI)
  • And more!

Listen today and discover how planning ahead can help you overcome life’s ups and downs without depending on working forever!

Resources:  Raskin Planning Group | Contingency Planning Worksheet | Peter Raskin | (617) 728-7433

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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.


Episode 52: Giving to Create a Legacy



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

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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.


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



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 

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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.


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



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 

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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.


Episode 49 – A Deep Dive into Employee Stock Ownership Plans (ESOP) – With Guest Richard Glassman



An Employee Stock Ownership Plan, also known as ESOP, is the most common form of employee ownership in the United States.

In this episode, Peter Raskin is joined by Rich Glassman, a partner at ESOP Plus. Rich discusses the different implications of ESOPs while explaining how these plans are a “win-win game” for business owners and their employees. 

In this episode, you will learn:

  • What an ESOP is and how it works
  • Why business owners should consider ESOPs, and how it relates to their readiness to exit their business 
  • The role of taxes when it comes to ESOPs
  • How clients can walked away with significant retirement accounts thanks to ESOPs
  • And more!

Tune in to learn the benefits of ESOPs for business owners and their employees!

Resources: Raskin Planning Group  | Peter Raskin | ESOP Plus | (860) 916-3287 (Richard Glassman)

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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.


Episode 48 – Health Insurance For Small Businesses – With Guest Patrick Mccullom



Health insurance and coverage is absolutely vital in American society. But it affects individuals and business owners at different levels, and it can be tricky to maneuver.

In this episode, Peter Raskin is joined by Balanced Benefits Group president and owner Patrick Mccullom to discuss the cost of healthcare coverage for small businesses across the country, and how this is often a burden for both employers and employees. 

In this episode, you will learn:

  • How legislation and prescription medication influence health insurance costs
  • Pros and cons of employers offering health insurance to their employees 
  • The difference between HSA, HRA, and FSA accounts
  • The importance of a broker’s “neutral voice” when making carrier changes  
  • And more!

Tune in as Patrick Mccollum discusses all things health insurance for small businesses! 

Resources: Raskin Planning Group  | Patrick Mccullom

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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.


Episode 47 – What is Your Business Worth? — With Chris Mellen



Over the years, Raskin Planning Group has developed a process to help small business owners exit their business on their terms. 

One major part of this planning process is understanding the factors that are involved in determining and appraising the value of business owners’ most important and largest asset, their business.

In this episode, Peter sits down with Chris Mellen, managing director of Valuation Research Corporation. Chris shares some of his expert advice on business valuation and appraisals and breaks down what every business owner should know about the value of their business. 

In this episode, you will learn:

  • Why business owners typically underestimate risk
  • The 3 main buckets of business valuation
  • How economic shifts affect valuation
  • 4 external factors that drive the benefit of gifting shares
  • And more!

Tune in to now to discover everything you need to know about the value of your business!  

Resources: Raskin Planning Group: (617) 728-7433 | peter.raskin@lfg.com | Valuation Research Corporation: (781) 501-1382 | Chris Mellen on LinkedIn  

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Disclosure: This is not intended to be a substitute for professional investing advice. Always seek the advice of your financial adviser or other qualified financial service provider 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.


Episode 46 – How to Prepare Your Successor Before Exiting Your Business – With Abby Donnelly



To hand off your business to a successor who will keep leading with similar values and goals, you need a strategic succession plan that aligns with the skills, experience, and capabilities of your business.

In this episode of The Wealth Is In The Details, Peter Raskin welcomes the Leadership & Legacy Group’s Abby Donnelly to explore the succession planning process. Abby breaks down her process for helping business owners prepare to hand off their business and reveals the tools and strategies that can help you exit your company.

In this episode, you will learn:

  • About the Donnelly Method for succession and exit planning
  • The emotional aspect of the succession and exit process
  • How a business owner’s identity can impact their business  
  • The difference between a business succession planning and an exit strategy 
  • And more!

Join Peter and Abby now and discover the importance of starting your succession plan today!

Resources:  Raskin Planning Group  | Abby Donnelly | Leadership & Legacy Group  | Resources |  336-458-9939

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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.


Episode 45 – Exit Strategies for Business Owners



Choosing to leave your business can be a difficult decision, but is one that must ultimately be made.

Today, Peter Raskin discusses exit strategies for small business owners. He dives into the financial and mental struggle that can come when choosing to leave, and reveals how planning for your exit early can both guide and improve your business. 

In this episode, you will learn:

  • How exit planning can benefit your business
  • The importance of planning for uncertainty
  • Why you should prepare mentally and financially for your exit
  • How potential buyers evaluate the value of your business
  • And more!

Join Peter now to learn exit strategies that will help you leave your business on your terms when the time comes!

Resources:  Raskin Planning Group: (617) 728-7433 ❘ peter.raskin@lfg.com

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Disclosure: This is not intended to be a substitute for professional investing advice always seek the advice of your financial adviser or other qualified financial service provider 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.