Financial planning isn’t just about numbers; it’s about addressing the real-life concerns that keep clients awake at night.

How do we help clients navigate personal challenges while ensuring their financial stability? What are the most pressing issues clients face today?

In this episode of The Wealth Is In The Details podcast, Peter Raskin shares insightful stories from his clients’ wealth journeys, revealing what truly matters to them and how detailed planning can provide peace of mind. 

You’ll learn why clients focus on personal, impactful conversations rather than market fluctuations or global events, and how year-round tax planning can offer confidence in uncertain times.

Peter discusses:

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• Personal anecdotes around health challenges and financial strategies
  
• The importance of updating estate planning documents in light of new legislation
  
• Strategies for gifting and charitable donations
  
• Handling unexpected windfalls and planning for early retirement
  
• And more!
  

Connect with Peter: 

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• Raskin Planning Group
  
• (617) 728-7433 
  
• LinkedIn: Peter Raskin 
  
• Facebook: Raskin Planning Group
  
• Twitter: Raskin Planning Group
  
• LinkedIn: Raskin Planning Group
  

Schedule Time with Peter

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• Book a Call 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.