Tag: Reflection

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Reflecting on 2025 and Looking Ahead to 2026 with the Raskin Planning Group Team (Ep. 147)

Reflecting on 2025 and Looking Ahead to 2026 with the Raskin Planning Group Team (Ep. 147)

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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: 

Schedule a Time with Peter Raskin:

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.
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)

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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

 

CRN-6174704-122023

 

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.