Tag: Wealth Planning

FEATURE
Understanding Biases That Shape Your Financial Behavior (Ep. 137)

Understanding Biases That Shape Your Financial Behavior (Ep. 137)

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Your emotions may be costing you more than you think, especially when it comes to financial decisions.

In this episode, Peter Raskin explores how common behavioral biases influence investor decisions and why recognizing them is crucial for effective long-term planning. He reflects on his recent travels to Morocco and connects those insights with the emotional triggers he sees in client behavior. From empathy to automation, Peter offers grounded strategies for responding thoughtfully in uncertain times.

Peter discusses:

  • The emotional triggers clients face in periods of uncertainty and how those feelings influence financial decision-making
  • Seven behavioral biases and how each can impact investment choices
  • The value of empathy, long-term thinking, and automation to help reduce impulsive decisions and emotional reactions
  • Key books on behavioral economics to help listeners better understand their own biases and improve decision-making
  • And more!

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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.

FEATURE
Proactive Year-End Financial Planning for 2024 (Ep. 128)

Proactive Year-End Financial Planning for 2024 (Ep. 128)

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The end of the year brings a crucial opportunity to review and optimize financial plans. 

 

In this episode of The Wealth Is In The Details Podcast, Peter Raskin dives into year-end financial planning strategies to keep you ahead of the curve. 

Understanding your tax brackets, planning for capital gains and losses, and utilizing charitable contribution strategies are pivotal in managing your finances efficiently. 

Whether you’re dealing with capital gains, preparing for retirement, or ensuring your estate plan is in order, there’s actionable advice for everyone looking to secure their financial future.

Peter discusses:

  • Tactics to strategically manage capital gains and losses to optimize your tax situation
  • The importance of understanding tax brackets and how they influence your financial planning
  • Effective approaches to charitable planning and how they can impact your overall tax strategy
  • The implications of IRMAA on your Medicare premiums and how to manage income triggers effectively
  • 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.

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

Osaic FA, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.