Tag: Raskin Planning Group

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

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

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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.

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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)

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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:

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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.

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How The Opportunity Zone Legislation Can Help Maximize Tax Benefits with Nino Balduzzi (Ep. 104)

How The Opportunity Zone Legislation Can Help Maximize Tax Benefits with Nino Balduzzi (Ep. 104)

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How can the opportunity zone legislation help you maximize your tax benefits? Investors can defer capital gains with opportunity zones.

In this episode, Peter Raskin speaks with Nino Balduzzi of Griffin Capital about the Opportunity Zone legislation, an investment strategy that incentivizes real estate development in specific census tracks across the country by allowing investors to defer capital gains and potentially receive tax-free appreciation on investments. Nino explains that the legislation designates certain census tracks as Opportunity Zones, aimed at driving economic development in low-income communities. He discusses the benefits of the legislation, including deferral of capital gains and tax-free appreciation on investments held for ten years or more. They also discuss the different phases and timelines involved in investing in qualified opportunity zone funds.

Nino discusses:

  • His role at Griffin Capital
  • Who can benefit from this tax strategy
  • What an opportunity fund is, how this one was developed, and its advantages
  • What kind of properties are being developed
  • What an opportunity zone is for these real estate developments
  • The timeline of the different phases of investing in one of these properties
  • How long investors have to invest in these qualified opportunity zone funds

Connect with Nino Balduzzi:

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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.

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A 7-Step Checklist for Your Journey Into Retirement (Ep. 103)

A 7-Step Checklist for Your Journey Into Retirement (Ep. 103)

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Planning for retirement is a lot like planning for travel. You need a moldable checklist of decisions that need to be made from a big-picture perspective.

In this episode, Peter Raskin shares a 7-step checklist for retirees. He covers important aspects such as expenses, income sources, protection, taxes, portfolio risk, distribution flexibility, and legacy planning, and ties them together to show how interrelated they are.

Peter discusses:

  • Budgeting for your wants and needs during retirement
  • The different sources of income available during retirement
  • How to protect your finances in retirement and manage your investment risk
  • Why taxes matter and how they can make a big difference over a long period of time
  • Why it’s important to have flexible distribution options
  • How important legacy planning is

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.
Exploring Your Potential In Real Estate Investing With Michael Price (Ep. 102)

Exploring Your Potential In Real Estate Investing With Michael Price (Ep. 102)

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Are you looking for a way to invest your money and secure your financial future?

In this episode, financial planner Peter Raskin interviews commercial real estate investor Michael Price on the benefits of investing in real estate. 

Michael aims to provide valuable insights into what it takes to succeed in the industry, such as knowing your market, building long-term relationships, and following your passion. 

Peter & Michael discuss:

  • The most important soft & hard skills to have to stay competitive in the industry
  • How to tell if a property aligns with your personal goals and interests as an investor
  • How to avoid some of the most common pitfalls real estate investors make
  • How to get started in the industry–even when you don’t have money for a full down payment
  • And more!

Resources:

Connect with Peter Raskin: 

Schedule Time with Peter

Connect with Michael Price:

About Michael Price: 

With over 37 years of hands-on experience in the Boston real estate market, Michael L. Price is now directing Legacy Real Estate Ventures, LLC with a focus on acquisitions and asset management. Since its founding in January 2008, Legacy has purchased 20 properties valued at over $100 million. 

Mr. Price has guest lectured on real estate topics at Lehigh University, Babson College, and Brandeis University, and is a member of the faculty of Boston University’s Metropolitan College where he teaches Real Estate Market Analysis. Mr. Price also sits on the Board of Advisors of City North Development, a privately held real estate investment company and is involved in a private investment group that has interests in medical products, parking assets, and technology.

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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.

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Annuities 101 (Ep. 101)

Annuities 101 (Ep. 101)

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Let’s have a little refresher on what annuities are, and if you’ve never heard of them before, don’t worry! Peter breaks them down from the beginning.

In this episode, Peter Raskin takes us back to the classroom and covers some of the basics about annuities, starting with a recap of what an annuity is. He then dives into why someone should consider an annuity as part of their financial plan, what the different types of annuities are, what risks are involved with variable annuities, the pros and cons of annuities, what it costs to get one, and when an annuity might be appropriate for someone.

Peter discusses:

  • What an annuity is
  • Why you should consider an annuity as part of an overall financial plan
  • The different types of annuities
  • What risks are involved with variable annuities
  • What it costs to get an annuity
  • When an annuity might be appropriate for you
  • Some of the different concerns regarding annuities

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.

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Building a Strong Foundation: Considerations in Supporting Your Independent Young Adult (Ep. 100)

Building a Strong Foundation: Considerations in Supporting Your Independent Young Adult (Ep. 100)

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As parents, it’s crucial to have open conversations with our children about their future, especially when it comes to financial independence. 

In this episode, Peter Raskin delves into the essential conversations parents should have with their children regarding their future. He explores legal considerations like access to important records to financial aspects such as health insurance coverage and budget adjustments and provides practical insights and steps to navigate this important phase of parenthood. 

Peter discusses:

  • The significance of open communication with your child regarding their financial future and the different definitions of independence among families
  • The importance of discussing financial expectations and preparing children for post-high school or college life
  • Key considerations such as access to important records, state residency requirements, health insurance coverage, health savings accounts (HSAs), and financial planning after your child leaves the house
  • The top questions you should have the answers to about your child’s financial future
  • 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.

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Navigating Market Uncertainty: How to Stay Calm and Invest Smart (Ep. 99)

Navigating Market Uncertainty: How to Stay Calm and Invest Smart (Ep. 99)

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After multiple conversations, Peter has noticed that while his clients are not panicking and selling their stocks and bonds, they are holding onto their assets and feeling uneasy about the current state of the markets.

When everyone around you is talking about a potential recession, it is normal to feel anxious. However, it is important to have a solid plan in place to meet your short- and long-term financial needs.

In this episode, Peter Raskin shares his insights on investing amidst market volatility and how to structure your investments to meet cash flow requirements and prepare for the future.

Peter discusses:

  • Why you should not try to time the market (based on data about past recessions)
  • Safe and liquid investment options that can help you meet your short-term needs
  • The importance of planning for a “worst case scenario”
  • The benefits of working with professionals, such as advisors, attorneys, and accountants
  • 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.

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The Life and Legacy of Charlie Raskin (Ep. 98)

The Life and Legacy of Charlie Raskin (Ep. 98)

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“A father’s love is forever imprinted on his child’s heart.”

In this special episode, we delve into the life and legacy of Charlie Raskin, a man who lived a simple yet profound life. Peter Raskin shares his memories and insights into his father’s life, also known as Chuck and Papa.

Through Peter’s recollections, we discover the remarkable career path of Charlie Raskin, born in 1919 in Yonkers, New York, and raised in Mount Vernon. But more than his professional achievements, we learn about his unwavering dedication to his high school friends, with whom he maintained close relationships throughout his life.

This episode is a tribute to a remarkable man; tune in as we celebrate his legacy and the lessons he imparted to his family and friends.

Peter discusses:

  • The life of his father, Charlie Raskin, who was born in 1919 in Yonkers, New York, and grew up in Mount Vernon
  • Charlie Raskin’s career path
  • What his father taught him about the importance of friendships and how Charlie Raskin was able to maintain relationships with his high school friends throughout his life
  • The life lessons he learned from his father and the challenges they faced together as a family
  • 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.

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Bonds are Back: A Comprehensive Guide on Bonds with Stan Sattler (Ep. 97)

Bonds are Back: A Comprehensive Guide on Bonds with Stan Sattler (Ep. 97)

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As an advisor, it’s important to be able to construct a portfolio that can perform well in different market environments. 

In this episode, Stan Sattler, Director of Investment Solutions at Belle Haven Investments, delves into the risks and rewards associated with different types of bonds.

He also shares Belle Haven’s laddered portfolio strategy and provides practical advice on building a fixed-income portfolio that is not solely dependent on predictions of interest rate movements.

Stan discusses:

  • The different revenue streams backing bonds
  • The risks and rewards associated with different types of bonds 
  • How Belle Haven Investments focuses on safer areas of the bond market
  • Advice on building a fixed-income portfolio that can perform well in various market environments 
  • Avoiding decisions based solely on predictions of interest rate movements
  • And more!

Resources:

Connect with Stan:

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.