The saying “prevention is better than the cure” is typically reserved when discussing physical health.  

What if we said the same phrase can be applied to cyber crime and identity theft as well?

In this episode, Peter Raskin discusses steps that you can take to reduce your chances of identity theft or a cyber crime attack. Most hackers don’t want to work that hard, so it’s important to take protective measures to reduce your risk of a cyber attack or identity theft.

Peter discusses:

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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 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.

Direct indexing is an index investing strategy that involves directly purchasing the components of a mutual fund or an ETF at the appropriate weights.

You may be wondering why an investor would want to complete so many transactions for similar holdings to a one-and-done mutual fund purchase. But there are specific potential benefits to direct indexing that may be intriguing. 

In this episode, Peter Raskin speaks with Matt Potter, chartered financial analyst & director of investment services at SEI Private Trust Company. Peter and Matt discuss best practices for how to navigate the stock market, specifically when it comes to direct indexing.  

Peter and Matt discuss:

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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.

There is no shortage of charitable causes—and it’s impossible to give to every single one. It’s important to ask yourself some critical questions to help determine where you would like to allocate your funds: What is the cause? Who is the money going to? Why should I give my money away?

In this episode, Peter Raskin is joined by Ken Nopar, vice president & senior philanthropic advisor at the American Endowment Foundation*. Ken shares how he got into the field of philanthropy, along with how and why people choose to donate to various charitable causes.

Ken discusses:

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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 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.

How well do you understand the process of developing a trust or designating a trustee to your retirement accounts? 

In this episode, Peter Raskin speaks with Christopher Holtby, co-founder of Wealth Advisors Trust Company*. Christopher shares what a trust fund is, what a trustee is and the different types of trust fund accounts. He also discusses the best practices in how to get the most out of your trust fund. 

Christopher discusses:

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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 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.  

A company’s environmental and social impact is becoming increasingly important to investors. 

In this episode, Jeff Wildermuth, a portfolio strategist at Aris investment, a division of AssetMark*, joins Peter Raskin. Jeff shares the wide world of ESG investing, revealing how individuals can invest based on personal values. He also discusses the increasing desire for sustainable and ethical companies and shares how advisors are increasing their use of ESG rating systems when advising clients.

Jeff discusses:

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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 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.  

You don’t want your assets going to the wrong place or person, right? 

That’s why reviewing your financial accounts annually is important.

In this episode, Peter Raskin reviews stewardship checklist tasks that you should be reviewing annually. Peter teaches you how you can ensure your assets go to the places you want them to  through various beneficiary designation options, including transfer on death.

Peter discusses:

Resources

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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.

The holidays are filled with love, joy and gratitude. But those feelings shouldn’t only exist during the holidays—it’s important to be grateful year-round.

In this episode, Peter Raskin is joined by his team at Raskin Planning Group, Katherine, Alex, Brian and Connor. Each share what they are grateful for, both in their professional and personal lives. Peter discusses the importance of gratitude and how it can impact your daily life.

Peter discusses:

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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.

Storing money under your mattress may give you easy access to those funds, but it is also a far less secure saving strategy. Depositing your cash in the bank gives you access and security.

In this episode, Peter Raskin discusses the importance of liquidity and cash within your financial plan. He reveals how your cash is protected while in the bank and why you should maintain easily accessible assets in case of emergency. Peter shares options for saving your liquid assets, why you should consider avoiding risky investments despite their growth and the long term benefits of certain liquid assets.

Peter discusses:

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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.

When creating your retirement plan, the income you set aside needs to last throughout your entire retirement. The most important step of your plan is protecting what you put aside.

In this episode, Peter Raskin discusses the importance of protecting your income during retirement. He reveals the importance of considering longevity, inflation and sequence of return risk when investing or retirement and how each impacts your retirement income.

Peter discusses:

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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.

Let’s face it—everyone loves a tax-deferred financial strategy, and the real estate business is no different. Enter: the 1031 tax exchange, which allows the owner of US real estate to defer the capital gains tax owed on the sale of the property.

In this episode, Peter Raskin is joined by Paulo Aguilar, vice president at Inland Securities Corporation, to discuss the 1031 tax exchange, and how real estate investors can utilize this tax-deferred strategy. Paulo reveals the origins of the 1031 and its use in modern real estate.

Paulo discusses:

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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.