Tag: Wealth Management

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

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

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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  

 CRN-3353771-120220

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.

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

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

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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

CRN-3324602-111020

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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Episode 45 – Exit Strategies for Business Owners

Episode 45 – Exit Strategies for Business Owners

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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

CRN-3251261-092220

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 44 – Election Season: The Correlation Between Markets and Government Policies

Episode 44 – Election Season: The Correlation Between Markets and Government Policies

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With election season upon us, many Americans are anticipating what’s to come from the 2020 presidential election — and what the election and its resulting presidency could mean for the markets.

In this episode, join Peter Raskin as he debunks the common belief that markets are influenced by politicians and their policies. Peter breaks down ten reasons why there isn’t any correlation between markets and politics and shares what you should keep in mind when managing your investments through this election. 

 In this episode, you will learn:

  • Why neither party can claim superior economic market performance
  • Why you shouldn’t confuse partisan politics with market analysis
  • Reasons why investors are better off staying fully invested
  • Why predictions are irrelevant tools for politics and the market 
  • And more!

Tune in now as Peter highlights the importance of planning your financial future no matter who the president is or which party controls Congress! 

Resources:   Raskin Planning Group  | Resources | Peter Raskin  | 10 Truths About Presidential Elections and the Stock Market

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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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Episode 43 — Home Is Where The Heart Is — With Amy Roberts

Episode 43 — Home Is Where The Heart Is — With Amy Roberts

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From selling your home to packing up and settling into your new house, moving can be an incredibly stressful experience. 

But what if someone could help make your move a little easier?

In this episode, Peter Raskin welcomes Out of the Box Moves’ Amy Roberts. Together, they discuss the most stressful parts of the moving process and how moving management companies can help ease the process — both physically and emotionally.

In this episode, you will learn:

  • About the emotional side of moving
  • How to make decisions about what to keep with you during your move
  • How Out of the Box Moves helps clients move into their new homes
  • Ways items are sorted during the moving process
  • And more!

Tune in now and discover how a move management company can help you with your next move!

Resources: Raskin Planning Group ❘ Out of the Box Moves ❘ Episode 31: The Art of Downsizing in Boston— With Deborah Lucci

CRN-3241246-091420

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 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 

CRN-3089283-051520

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

CRN-3079049-050820

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.