Tag: Retire

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Episode 42 — Lives Well-Lived and Well-Planned

Episode 42 — Lives Well-Lived and Well-Planned

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As a financial planner, Peter Raskin has the privilege of accompanying families on their journey through life. He also has the pleasure of seeing first-hand how comprehensive financial planning can enhance a family’s life. 

Today, Peter Raskin highlights how planning can lead to well-lived lives. He reveals why and how some people become millionaires without the flashy cars and large houses and recounts the story of one man who became a millionaire through smart financial decisions and consistent savings.

In this episode, you will learn:

  • The difference between an under accumulator and a prodigious accumulator of wealth
  • Why millionaires tend to accumulate wealth
  • How a comprehensive financial plan can help you achieve a well-lived life
  • The benefits of a balanced portfolio
  • And more!

Tune in now to discover how your financial plan can help you achieve a well-lived life!

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Raskin Planning Group ❘ The Millionaire Next Door by Thomas J Stanley

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 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.

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Episode 41— 5 Reasons Why You Should be Reviewing Your Plan Annually

Episode 41— 5 Reasons Why You Should be Reviewing Your Plan Annually

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When was the last time you reviewed your financial plan?

In this episode, Peter Raskin reveals why he recommends reviewing financial plans each year. He also shares what you should be considering when reviewing your plan and the adjustments your plan may require as you progress through life’s changes.

In this episode, you will learn:

  • The benefits of working with an advisor on your plan
  • Why you should review your plan annually
  • Whether you can truly have a “perfect” plan
  • Why you should be making adjustments to your plan along the way
  • And more!

Tune in now to discover 5 reasons you should review your financial plan!

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Resources: Raskin Planning Group: (617) 728-7433 ❘ Email 

Disclosure: The 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.  

Lincoln Financial Advisors does not provide tax planning but offers tax reduction strategies as part of Financial Planning Services.

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Episode 40 — The Intricacies and Simplicities of Wine — With Jason Lee

Episode 40 — The Intricacies and Simplicities of Wine — With Jason Lee

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Some say that there’s always time for a glass of wine. But with a wide variety of wines to choose from, how should you choose which to drink — and when?

Today, Peter Raskin joins Jason Lee, the owner and CEO of VINOvations, to explore Jason’s expertise and his wealth journey in the business of wine. Together, they discuss the intricacies of wine, where it comes from, and its different varieties.

In this episode, you’ll learn:

  • How wine is sold
  • Ways VINOvations tells the stories of wineries and vineyards
  • The importance of personal preference 
  • How COVID-19 is impacting Jason’s business
  • And more!

Listen now to discover discuss the personal and business side of the wine industry and VINOvations! 

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

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Disclosure: This 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.

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Episode 39 – What to Know Before You Buy or Refinance Your Home

Episode 39 – What to Know Before You Buy or Refinance Your Home

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Interest rates are almost at the lowest they have ever been. Are you thinking about buying or refinancing a house?

Today, Peter Raskin speaks with David Fay, a mortgage loan officer with the Washington Trust Mortgage Company, about what to consider before choosing a mortgaging. David also provides clarity on options for loans and interest rates tailored to your financial goals.

In this episode, you will learn:

  • The pros and cons of different loans
  • The advantages and disadvantages of short- and long-term payback periods
  • Three ways to pay for the refinancing of your mortgage –– and which option can save you the most money over the long term
  • How to decide whether it’s worth it to refinance your home
  • And more!

Listen now as Peter Raskin and David Fay discuss options for financing your home in this episode of Wealth is in the Details Podcast! 

Resources:  Raskin Planning Group ❘ Washington Trust Mortgage Company 

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Disclosure: The 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

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Episode 38 – Technology to Stay Organized, Provide Clarity, and Enhance Communication

Episode 38 – Technology to Stay Organized, Provide Clarity, and Enhance Communication

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Technology has become the foundation of our modern world. During times of uncertainty, like what we’ve experienced in 2020, technology has proved just how useful it can be.

Today, Peter Raskin explores the world of technology and the benefits it can provide both professionally and personally. In this conversation, Peter also addresses the possibility of technology-related risk and how to balance that risk with security.

In this episode, you’ll learn:

  • What role security plays with technology
  • How technology impacts our daily lives
  • Ways technology can benefit your business
  • The benefits of using technology to analyze your cashflow
  • And more!

Listen now to learn how technology can benefit you and your business!

Raskin Planning Group: (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 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.

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Episode 37- How to Bear With This Bear Market

Episode 37- How to Bear With This Bear Market

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Do you know what a bear market is? Here’s a hint: we are currently experiencing this type of market.

In this episode, Peter Raskin explores bear markets and the effect they have on the financial industry. Peter additionally discusses strategies to help you navigate these types of markets. 

In this episode, you will learn:

  • What a bear market is and when we’ve seen one before
  • The benefits of a bear market
  • How reviewing your portfolio allocations can be an effective risk management tool
  • Tax strategies to help you navigate the current state of the market
  • And more!

Listen now to hear Peter’s insight on you can navigate bear markets!

Raskin Planning Group ❘ 617-728-7433 ❘ Email

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Disclosure: The 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.

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Episode 36 — Making No Decision is Still a Decision

Episode 36 — Making No Decision is Still a Decision

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Don’t wait for a big event to start the planning process. Begin your financial plan today and continue that plan for the rest of your life.

In this episode, Peter Raskin opens a conversation about the importance of making the decision to start your financial plan. He provides examples of how different decisions, or no decision, can impact your future.

In this episode, you will learn:

  • Why you should start your financial plan
  • Why your financial plan is never the finished product
  • The importance of making decisions
  • Why consistent communication is key
  • And more!

Join Peter Raskin now to learn why no decision is still a decision!

Raskin Planning Group ❘ Email ❘ 617-728-7433

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Disclosure: The 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.

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Episode 35: Financial Jargon Explained

Episode 35: Financial Jargon Explained

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How often are you talking with your financial advisor, only for them to mention a word you don’t understand? If you don’t understand certain terms, you might know why your portfolio is constructed in a particular way. 

In this episode, Peter Raskin goes over a variety of financial terms that most people don’t understand. He explains several concepts that many advisors use and how they connect to your portfolio and the financial market.

In this episode you will learn:

  • Definitions and examples of words used within the financial industry
  • Concepts used when explaining a portfolio
  • How these concepts can help you when arranging your portfolio
  • Different factors that can impact your portfolio
  • And more!

Tune in as Peter Raskin covers vocabulary that is often used and just as often not understood in this episode of Wealth is in the Details Podcast!

Raskin Planning Group: (617) 728-7433 ❘ White paper ❘ Email 

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Disclosure: The 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.

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Episode 34 – Securing Your Future With the SECURE Act

Episode 34 – Securing Your Future With the SECURE Act

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When was the last time you reviewed your retirement plan? Now might be the time—the introduction of the new SECURE Act may impact your plan for the future.

In this episode of the Wealth Is In The Details Podcast, Peter Raskin breaks down the SECURE Act and how it may impact your retirement planning. 

In this episode, you will learn:

  • How IRA contributions and distributions are affected by the act
  • How beneficiaries may be impacted by these changes
  • The importance of planning into the future
  • And more!

Listen in now to learn about the impact the SECURE Act might have on you and your retirement plan.

Raskin Planning ❘ Email ❘ (617) 728-7433

 

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Disclosure: The 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.

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Episode 33 – 5 Financial Actionable Items For COVID-19

Episode 33 – 5 Financial Actionable Items For COVID-19

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Everyone is nervous during this pandemic. But what should you focus on when trying to arrange your finances?

Today, Peter Raskin talks about the effect COVID-19 has on the financial market and individual portfolios alike. Peter also shares five action items you should look at when dealing with personal finances to help both you and your money.

In this episode, you will learn:

  • Five action items to think about during COVID-19 
  • The effect the virus has had on the financial market
  • How your portfolio can change during this crisis
  • And more!

Listen in now to learn five action items to consider during this COVID-19 pandemic.

Raskin Planning Group ❘ Email ❘ Raskin Planning Group White Papers

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Disclosure: The 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.