Tag: Wealth Is In The Details Podcast

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The Raskin Planning Group Team (Ep. 95)

The Raskin Planning Group Team (Ep. 95)

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By now, we all know about Peter Raskin and the phenomenal guests we’ve had on the show so far, but who is on the rest of the team at Raskin Planning Group?

In this episode, Peter Raskin introduces several of his colleagues at the Raskin Planning Group. Alex LaCroce, Kathryn Broy, Nathanael Lukens, and Ellen Reynoldson tell the listeners about themselves and what they do. 

Peter and his colleagues discuss:

  • What each of them do at Raskin Planning Group
  • Their thoughts on how 2022 went for them
  • What new experiences came to fruition in 2022
  • What their resolutions are for 2023

Resources:

Connect With Alexander LaCroce:

Connect With Kathryn Broy:

Connect With Nathanael Lukens:

Connect With Ellen Reynoldson:

Connect With Peter Raskin: 

Schedule Time with Peter:

CRN-5446557-020223

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 a marketing name for registered representatives 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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Assessing Your Year-End Financial Goals (Ep.94)

Assessing Your Year-End Financial Goals (Ep.94)

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In this new year, you may be wondering what to set aside to reach your financial objectives. If this topic has been on your mind, now is the time to act.

In this episode, Peter Raskin walks you through a year-end assessment of financial goals and makes suggestions on how to improve for next year. Peter shares his financial checklist and breaks down what each task means, things to consider, and your goals. 

Peter discusses:

  • The most important things to review for the year-end
  • Significant objectives vs. small objectives
  • Important ages and what to consider when the time comes
  • And more

Resources:

Connect With Peter: 

Schedule Time With Peter:

CRN-5406413-011123

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 a marketing name for registered representatives 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 The Complexities of Healthcare With Dianne Savastano (Ep.91)

Navigating The Complexities of Healthcare With Dianne Savastano (Ep.91)

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Who knew Medicare had so many options! Do you know which plan you have?

In this episode, Peter Raskin talks with returning guest, Dianne Savastano, founder of Healthassist. She discusses the process of Medicare and the timing of Medicare’s open enrollment season. She also explains the changes you’re allowed to make to your plan. 

Dianne discusses:

  • What Medicare is and how it works
  • How Medicare Advantage plans work
  • Income related adjustment to premiums
  • A Medicare supplement plan
  • What is the income-related monthly adjusted amount (IRMA)
  • And more

Resources:

Connect with Peter: 

Schedule Time with Peter:

Connect with Dianne Savastano:

About Our Guest: 

Dianne Savastano the Founder and Principal of Healthassist, a Massachusetts-based company founded in 2004 that specializes in helping clients navigate the complexities of the healthcare system. Beginning as a registered nurse providing direct patient care, Dianne’s 25-year career includes roles as a hospital, insurance and employee benefits executive and as a management consultant. Her experience has taught her to ensure that the healthcare consumer is at the center of the healthcare equation.

A frequent, sought-after speaker, Dianne has delivered programs covering a wide range of critical healthcare-related topics covering patient advocacy, Medicare choices, healthcare reform and more. In addition, she has been interviewed in both national and local media, including Boston Women’s Business, The Detroit Free Press, Financial Advisor Magazine, Yahoo Health, and National Public Radio’s Morning Edition. Further, she has appeared as an expert guest on the PBS Second Opinion Series and presented at the Massachusetts Conference for Women.

Dianne received her BS in Nursing from Rhode Island College and her MBA from Simmons College in Boston.  As a founding member of the National Association of Healthcare Advocacy Consultants and a board member for five years, Dianne was instrumental in the development of its Code Of Ethics. An avid outdoorswoman, Dianne sails frequently out of Newport, Rhode Island, bikes regularly (she’s completed several Pan Mass Challenges) and enjoys skiing with friends and family.

CRN-5084311-110722

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. 

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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Solving Business Objectives With Mark Bronfman (Ep.90)

Solving Business Objectives With Mark Bronfman (Ep.90)

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As a business owner what are you trying to achieve? What are you trying to do for people?

In this episode, Peter Raskin talks with Mark Bronfman, private wealth advisor at Lincoln Financial Group. He shares his knowledge and expertise about how he has helped business owners solve objectives over the years.

Mark discusses:

  • Who are middle market business owners and what problems he is trying to solve 
  • Two examples of business owner objectives that he has helped solve over the years
  • Three pillars of strategic incentives
  • The different cycles businesses go through and how it affects your planning
  • Some of the incentive compensation myths that exist
  • And more

Resources:

Connect with Peter: 

Schedule Time with Peter

Connect with Mark Bronfman: 

About Mark Bronfman: 

Mark C. Bronfman is a  private wealth advisor affiliated with Sagemark Consulting and the founder of the BOLD Value team. Mark’s practice focuses on executive compensation, capital structure, and legacy and business succession for business owners and key executives in middle-market companies. Mark joined Sagemark Consulting in 2003 and founded the BOLD Value team in 2005.

Mark has served as a private wealth advisor to over 100 middle-market business clients primarily in the revenue range of $25 million to $2 billion. These enterprises include professional services providers, private equity, government contracting, banking, real estate, manufacturing, retail, and engineering and systems integration. Mark also serves high-net-worth individuals, many of whom were previously owners and executives with middle-market companies.

Mark’s consultative approach to strategy and planning draws on over 20 years of boardroom experience. Before affiliating with Sagemark Consulting, Mark had a successful career in management consulting, most recently serving as an equity partner with Accenture in Reston, Virginia, with an emphasis on business strategy, financial transactions, and business operations for Fortune 100 Global companies. Before working at Accenture, Mark served as a director with Deloitte Consulting, where he focused on Communications and High Technology as well as Litigation/Financial Services.

Mark has served on the board of the Association for Corporate Growth, National Capital Chapter and is an active member of the Financial Planning Association. Mark is also on the board of Congregation Beth El of Montgomery County. He earned an MBA from the Darden Graduate School of Business at the University of Virginia and holds a B.S. in Accounting from Penn State. A Certified Public Accountant*, Mark is a frequent speaker at industry events and has published articles in the Journal of Financial Planning and Worth Magazine. Mark and his family live in Bethesda, Maryland.

CRN-5070630-102822 

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.

FEATURE
How Personal Biases Can Affect Your Financial Decisions (Ep.89)

How Personal Biases Can Affect Your Financial Decisions (Ep.89)

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In today’s world, we are confronted with so many choices, it seems like every minute of the day. The key thing is to recognize that we all have certain tendencies and biases, which make us completely human.

In this episode, Peter Raskin discusses how you might not always make the most optimal decisions because of mental shortcuts. He also provides some examples he has seen that have led to less than optimal situations.

Peter discusses:

  • A definition of heuristic and how it affects your financial decision making
  • How our desire to put things off can affect others around us
  • Why you need to be realistic about your successes and abilities
  • Why you should avoid trying to predict the future of what you think will happen
  • And more

Connect with Peter: 

Schedule Time with Peter:

 

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 a marketing name for registered representatives 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.

CRN-5005080-101022

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5 Financial Areas To Consider When Year End Planning (Ep.88)

5 Financial Areas To Consider When Year End Planning (Ep.88)

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The last quarter of the year is approaching, and you don’t want to be rushing around at the last minute trying to finish your year end planning.

In this episode, Peter Raskin covers five financial areas to consider when year end planning. He will provide some easy pickings of questions he asks his clients to get them thinking about planning for the rest of the year.

Peter discusses:

  • How to approach the last quarters planning
  • What you should be thinking about when it comes to your assets
  • Thinking of marginal tax brackets as someone climbing a ladder
  • Cash flow issues to consider when year end planning
  • Insurance planning issues to consider for year end
  • And more

Connect with Peter: 

Schedule Time with Peter:

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 a marketing name for registered representatives 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.

CRN-4967649-092622

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Navigating Long Term Care with Natasha Heimrath (Ep.87)

Navigating Long Term Care with Natasha Heimrath (Ep.87)

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Many people don’t like to discuss the need for long-term care for their loved ones. However, it is vital to have open communication with your family about your wants and needs before decisions need to be made.

In this episode of Wealth Is In The Details, Peter Raskin chats with Natasha Heimrath,  executive director at Concord Park Senior Living*. She discusses the options of long term care available for seniors as they walk through life and what makes the community at Concord Park so unique.

Natasha discusses:

  • The forms of long-term care
  • Why long-term care is triggered after a change in health
  • The financial considerations for long-term care facilities
  • What you can expect from the community at Concord Park Senior Living
  • And more

Connect with Peter: 

Schedule Time with Peter:

Connect with Natasha Heimrath:

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.

Raskin Planning Group is a marketing name for registered representatives 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. 

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.

*Not affiliated with Lincoln Financial Advisors.  

CRN-4936904-090722



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Your Frequently Asked Questions Answered, Part 2 (Ep.86)

Your Frequently Asked Questions Answered, Part 2 (Ep.86)

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Everyone has questions about finance, whether they want to know when to take Social Security or compare renting to buying.

In this episode, Peter Raskin continues answering questions he gets asked as a financial advisor, sharing his knowledge and experience on topics everyone wants to know.

Peter discusses:

  • Why clients should invest now
  • When to take out money from retirement funds and Social Security
  • The benefits of buying outright versus renting or leasing products
  • How to increase investment returns by waiting on paying off mortgages
  • And more

Resources:

Connect with Peter: 

Schedule Time with Peter

CRN-4903295-081522

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.

Raskin Planning Group is a marketing name for registered representatives 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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Being Good Stewards of Physical Health with Leslie Jackson

Being Good Stewards of Physical Health with Leslie Jackson

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The past couple episodes have focused on stewardship of our faith, finances and the environment. What about our physical health?

Without good physical health, being good stewards of the above is a moot point. 

In this episode, Peter Raskin talks with Leslie Jackson*, a registered dietitian nutritionist. She discusses the importance of people having a healthy relationship with food and their body. Along with how the diet industry operates like a hamster wheel. 

Leslie discusses:

  • Her definition of good health
  • Why weight centered health is misleading
  • The biggest challenges in health and wellness
  • The issues of children dieting at a young age
  • And more

Connect with Leslie Jackson: 

Connect with Peter: 

Schedule Time with Peter:

CRN-4860300-071922

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 a marketing name for registered representatives 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.

*Not affiliated with Lincoln Financial Advisors.  

FEATURE
A Conversation About Residential Solar Energy With George Wood (Ep.84)

A Conversation About Residential Solar Energy With George Wood (Ep.84)

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There is a profound awakening amongst many of us that we need to be stewards of our physical world and we need to protect our environment for the next generation.

In this episode, Peter Raskin talks with George Wood, renewable energy consultant at Oak Point Energy Associates, LLC. He discusses why you should consider adding a solar energy system to your home and the incentives to add it now rather than later. 

George discusses:

  • The basics to look at when considering solar for your house
  • The financial and economic incentives to installing solar
  • Why you should hit the brakes if you get offered a no-cost solar system
  • The concept of adding battery storage as part of the solar installation
  • And more

Connect with Peter: 

Schedule Time with Peter:

Connect with George Wood:

About George Wood: 

George is a consultant to renewable energy generation owners and developers, retail energy suppliers, microgrid developers and financial players in the energy markets. He has worked directly in support of over 3,000 MWs of OPERATING renewable generation including on & off-shore wind, solar, landfill gas, tidal and hydro facilities.

George also provides deal structuring and origination services to select clients.

CRN-4843040-071222

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 a marketing name for registered representatives  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.