67. The First Step To The American Dream episode artwork

EPISODE · Sep 22, 2021 · 28 MIN

67. The First Step To The American Dream

from Wealth Is In The Details Podcast · host Peter Raskin

The American dream can be easily imagined, with a loving partner, children and the perfect home. Have you considered including your child’s first step towards the American dream in your financial plan?  In this episode, Peter Raskin discusses the steps for children buying their first home and the role of the parents during this process. He shares personal anecdotes from both his children and his clients, and provides insight into various options for helping your children finance their first property. Peter discusses: The importance of having an open discussion with your children Questions you should ask yourself when creating your financial plan How gifting works financially, even to your children And more! Connect with Peter:  Raskin Planning Group (617) 728-7433  LinkedIn: Peter Raskin  Facebook: Raskin Planning Group Twitter: Raskin Planning Group LinkedIn: Raskin Planning Group CRN-3741212-083121 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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67. The First Step To The American Dream

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This episode was published on September 22, 2021.

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The American dream can be easily imagined, with a loving partner, children and the perfect home. Have you considered including your child’s first step towards the American dream in your financial plan?  In this episode, Peter Raskin discusses the...

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