Tag Archives: Weatlth Management

Episode 35: Financial Jargon Explained



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.


Episode 34 – Securing Your Future With the SECURE Act



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 PlanningEmail(617) 728-7433

 

CRN-3051538-042120

 

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.


Episode 33 – 5 Financial Actionable Items For COVID-19



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 GroupEmailRaskin Planning Group White Papers

CRN-3058312-042420

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.


Episode 32 – Taking Care of Business: Small Business Retirement Plans



Like most other people, small business owners have financial goals, objectives, assets, liabilities, and expenses. But they also have an extra asset: their business.

How can business owners plan for retirement when their business is in the mix?

In this episode, Peter Raskin shares what small business owners need to consider when building retirement plans. In this information-packed episode, Peter additionally explores the types of plans available to small business owners, along with how this type of planning can benefit their company as a whole.

In this episode you will learn:

  • What small business owners need to consider when building retirement plans
  • Why helping employees with retirement planning can benefit business owners
  • Examples of business-owner retirement planning that Peter has seen over the years
  • Why offering employees a retirement plan is a balancing act
  • And more!

Join Peter now to learn how you can start the process of small-business retirement planning!

Resources:  Raskin Planning Group: (617) 728-7433 | A Plan With A Purpose

 

CRN-3034032-040820 

 

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 31 – The Art of Downsizing in Boston— With Deborah Lucci



Your kids will probably be grown up and independent by the time you retire. At this point, your family home might start to feel too big and too empty. You might decide that it’s time to downsize.

In this episode, Peter Raskin is joined by top Massachusetts realtor Deborah Lucci. Deborah generously shares insights into what you can do to successfully market and sell your home in the Boston area.

In this episode, you will learn:

  • What the timeline of selling your home should look like
  • The importance of being emotionally ready to sell your home
  • How Deborah guides clients through the decision-making process of selling their home
  • What the marketing side of selling your home looks like
  • And more!

Join Peter and Deborah now to learn how to approach the downsizing of your home. 

Resources

Raskin Planning Group: (617) 728-7433 | Deborah Lucci Team | The Gentle Art of Swedish Death Cleaning by Margareta Magnusson

CRN-2918936-012320

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 30 – 4 Options for Funding Your Child’s Education



We all want the best for our children, which includes providing them with the best education possible. Whether you’re planning for private school or college, the question remains the same: How will you fund it?

In this episode of Wealth Is in the Details Podcast, Peter Raskin takes you through the four options available to anyone who wants to provide education funding for a family member. He discusses the pros and cons of each option, emphasizing that only you and your financial professional can decide which one is best for you.

In this episode, you will learn:

  • Why using a traditional savings account may be the most flexible option 
  • The downside of Uniform Transfers to Minors Act accounts
  • Advantages of using a 529 plan 
  • How a Coverdell Education Savings Account works
  • And more!

Tune in to learn four ways to fund your child’s education. It’s never too early or too late to start planning!

Resources

Raskin Planning Group: (617) 728-7433 | Saving for College

CRN-2918920-012320

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.


Episode 29 – Becoming a Good Steward of Your Finances With a Checklist



Have you ever considered revisiting and reviewing your financial plan every quarter? The beauty of planning ahead is that it opens up space for relaxing and being present. 

In this episode, Peter Raskin shares ideas on how to become a better steward of your money by using a checklist. Raskin Planning Group has created a family annual checklist to help you plan your year financially. With this, you will be able to keep better track of your goals for savings or affording that big vacation and ensure you are making the most of charitable contributions.  

In this episode, you will learn:

  • What it means to be a good steward of your finances
  • Which to focus on and consider in each quarter 
  • When the ideal time is to review your different insurances 
  • Examples of milestone birthdays to be aware of
  • And more!

Listen in and learn 

Resources:

Raskin Planning Group: (617) 728-7433Annual Stewardship Checklist

CRN-2918889-012320

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 28 – Trust Is About Certainty and Love — With Dean Mioli



“Trust” is defined as having a reliance on the integrity, ability, and surety of a person or a thing. In short, trust equals certainty. 

With estate planning, anyone who sets up a trust does so because they want to feel certain about a future outcome. 

In this episode, Peter Raskin is joined by Dean Mioli, director of investment planning at SEI Private Trust Company, to unpack the numerous benefits of establishing a trust. This is a conversation that answers basic questions about trusts and dives into more complex matters about leaving assets to children, tax planning, and making the process easier for your trustee. 

In this episode, you will learn:

  • What the purpose of a trust is and how it’s structured
  • Nonfinancial reasons for having a trust
  • What to consider when choosing your trustee
  • Examples of how a discretionary trustee can help maintain the harmony in your family
  • And more!

Listen in now to learn about the benefits of establishing your trust. 

Resources:

Raskin Planning Group: (617) 728-7433 | SEI Private Trust Company  

CRN-2841444-112219

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.


Episode 26 – How to Align Your Values With Your Investing



When you align your financial plans with your personal values, it becomes much easier to achieve your goals. 

In this episode, Peter Raskin explains how he helps his clients align their values with their financial plans through an approach called responsible investing. This episode is a must-listen for anyone who wants to choose the companies they invest in, not only based on financial criteria, but also with a strong consideration of environmental, social, and governance issues. 

In this episode, you will learn:

  • What responsible investing really is and how to get started
  • What environmental, social, and governance factors are and why they’re important to consider in responsible investing
  • How to screen and engage with companies that align with your values
  • The trends around ESG investing
  • And more!

Tune in and learn how to invest in companies whose values align with yours!

Resources:

Raskin Planning Group

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.

CRN-2809873-110419


Episode 27 – How to Plan for the Final Third of Your Life — With Karen Wasserman



Our lives can be divided into thirds: young life, adulthood, and retirement. During adulthood, we’re in the thick of experiencing life, yet this is when we must invest the most time in planning for our final third, retirement. 

In this episode of Wealth Is in the Details Podcast, Peter Raskin sits down with Karen Wasserman, director of Your Elder Experts, to discuss planning for the final third of your life.

In this episode, you will learn:

  • When Karen suggests you should begin planning for the final third of your life
  • How to approach the conversation with your parents as they age
  • How long-term care plays into the planning conversation
  • What your options are if your home feels unsafe as you age
  • And more!

Tune in now to start thinking about planning — financially and practically — for the final third of your life!

Resources

Raskin Planning Group | Your Elder Experts | The Conversation Project

CRN-2841426-112219

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.