EPISODE · Jul 13, 2022 · 29 MIN
Your Frequently Asked Questions Answered, Part 1 (Ep.83)
from Wealth Is In The Details Podcast · host Peter Raskin
Time and time again, you might have thought about questions you want answered about your financial plan, changes to your portfolio and so much more. In this episode, Peter Raskin answers some of the frequently asked questions he gets asked as a financial advisor. Peter discusses: If you should make changes to your portfolio given the changes in the market How inflation affects your financial plan and why it’s important to regularly update your plan to reflect inflation Whether or not bonds are a safe investment How to decide what to do with money on the sidelines to make it work for your individual goals And more Connect with Peter: Raskin Planning Group LinkedIn: Peter Raskin Facebook: Raskin Planning Group Twitter: Raskin Planning Group LinkedIn: Raskin Planning Group Schedule Time with Peter: Book a Call with Peter 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 are offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services are offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance is 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. CRN-4822767-062822
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Your Frequently Asked Questions Answered, Part 1 (Ep.83)
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