EPISODE · Jan 3, 2024 · 41 MIN
Year-End Reflections & Personal Stories From the Raskin Planning Group Team (Ep. 112)
from Wealth Is In The Details Podcast · host Peter Raskin
One of the goals of this podcast is to help listeners get to know our team better. As days grow shorter and holiday lights fill the darkness, it’s the perfect time to hear from the Raskin Planning Group team and reflect on the past 12 months! Join Peter Raskin as he interviews his colleagues Alex LaCroce, Kathryn Broy, and Tony Araujo about their 2023 highlights. Tune in and get to know our team beyond their professional lives, including their goals, values, and passions. They discuss: Alex’s artistic side and his love for Taekwondo and learning new languages Tony’s experience as our newest member and his upcoming 50th birthday plans Kathryn’s journey of continued education and exciting travel plans for 2024 How each of them dealt with their biggest challenges last year Hypothetically, if they had $100,000 to give to their favorite charities, what causes they would support Resources: UNITED24 Alzheimer’s Foundation of America American Cancer Society Junior Achievement USA Planned Parenthood Earlham College American Society for the Prevention of Cruelty to Animals (ASPCA) Volunteers of America Massachusetts National Public Radio Connect With Alexander LaCroce: LinkedIn: Alexander LaCroce Connect With Kathryn Broy: LinkedIn: Katheryn Broy Connect with Peter: 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 Book a Call with Peter CRN-6174704-122023 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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Year-End Reflections & Personal Stories From the Raskin Planning Group Team (Ep. 112)
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