Wealth Is In The Details Podcast
Business & Economics Podcasts
Welcome to the “Wealth-Is-In-The-Details” Podcast. In this podcast, financial planner Peter Raskin helps families and business owners understand and prepare for their wealth journey. Along the way, thoughtful and detailed planning can provide clarity and confidence as clients confront a multitude of financial decisions. Listen in as Peter shares stories and insight into people’s wealth journeys.
Location:
United States
Description:
Welcome to the “Wealth-Is-In-The-Details” Podcast. In this podcast, financial planner Peter Raskin helps families and business owners understand and prepare for their wealth journey. Along the way, thoughtful and detailed planning can provide clarity and confidence as clients confront a multitude of financial decisions. Listen in as Peter shares stories and insight into people’s wealth journeys.
Twitter:
@RaskinPlanning
Language:
English
Contact:
617.728.7433
Website:
https://raskinplanning.com/
Email:
Peter.Raskin@LFG.com
Episodes
Why Cash Might Not Be King: Understanding Investment Risks (Ep. 121)
7/10/2024
Could keeping your money in cash actually be risky? In this episode of Wealth Is In The Details, Peter Raskin delves into the commonly overlooked risks associated with holding cash or cash equivalents like CDs and US Treasuries. He tackles the misconception that cash is the safest investment, breaking down the concepts of liquidity, inflation … Read More Read More
Duration:00:21:47
Understanding the Risks at the Top of Your Financial Planning Pyramid (Ep. 120)
6/26/2024
Are you ready to navigate the complexities of financial planning across different stages of your life? Today on Wealth Is In The Details, Peter Raskin dives deep into the structure of the financial planning pyramid, an invaluable tool that illustrates the key phases of financial planning from establishing to distributing wealth. Understanding this pyramid is … Read More Read More
Duration:00:40:51
Building a Diversified Portfolio Through Alternative Investing with William Wolfe (Ep. 116)
6/12/2024
You’ve probably heard of alternative lifestyles and alternative facts, but are you familiar with alternative investments? This week on Wealth is in The Details, Peter Raskin and William Wolfe from FS Investments talk about alternative investing to educate listeners about alternative investments and how they can complement traditional portfolios. William explains how the accessibility of … Read More Read More
Duration:00:34:45
Home Ownership vs. Renting: What’s the Best Choice for You? (Ep. 119)
5/22/2024
In today’s challenging housing market, is it better to rent or buy a home? Today on Wealth Is In The Details, Peter Raskin delves into the complexities of the housing market, addressing the struggles faced by younger generations trying to attain homeownership amidst soaring prices and mortgage rates. Peter discusses the advantages and disadvantages of … Read More Read More
Duration:00:40:47
Decoding Financial Jargon Part 2 (Ep. 118)
5/8/2024
Welcome back to part 2 of our two-part series where we break down financial jargon that many advisors use, for our listeners! In this episode, Peter Raskin breaks down more complex financial terms to help you better understand investment terminology, while emphasizing the importance of diversification. He explains factor investing and the significance of macroeconomic … Read More Read More
Duration:00:27:00
Decoding Financial Jargon Part 1 (Ep. 117)
4/17/2024
Welcome to part one of a two-part series breaking down financial jargon! Today on Wealth Is In The Details, Peter Raskin breaks down complex financial jargon to help listeners gain a deeper understanding of key investment concepts. Peter discusses key concepts including average returns, standard deviation, correlation, diversification, capital market assumptions, and market cap-weighted indices. … Read More Read More
Duration:00:29:11
Why You Should Master Retirement Savings Strategies (Ep. 115)
3/6/2024
Ever feel overwhelmed by the maze of retirement planning? You’re not alone. Join Peter Raskin as he ventures into the world of Individual Retirement Accounts (IRAs). Born from the Employee Retirement Income Security Act of 1974, IRAs are now a cornerstone of savvy financial planning. Peter navigates through the complexities of IRAs, covering everything from … Read More Read More
Duration:00:24:34
Breaking Stigmas and Improving Mental Health with Ariana Mufson (Ep. 114)
2/7/2024
Many people trivialize mental health because they forget it can affect all areas of their lives, including their physical and financial well-being. Others hesitate to seek help because of the associated stigmas. Join Peter Raskin and guest Ariana Mufson, LICSW, CST, Psychotherapist, in their efforts to normalize, and even prioritize, mental well-being. Today’s episode explores … Read More Read More
Duration:00:29:52
Nine Financial Resolutions: An Essential Checklist from a Financial Planner (Ep. 113)
1/17/2024
Are you always thinking about reviewing your finances but never seem to get it done? Join us in taking nine New Year’s Resolutions that will help you evaluate and organize your current financial situation. As a financial planner, Peter Raskin shares nine financial resolutions that he will be working on in 2024, along with his … Read More Read More
Duration:00:21:23
Year-End Reflections & Personal Stories From the Raskin Planning Group Team (Ep. 112)
1/3/2024
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 … Read More Read More
Duration:00:41:58
Mastering Year-Round Tax Planning: Strategies for a Financially Savvy Year-End (Ep. 111)
11/29/2023
The clock is ticking, days are getting shorter and cooler, and it is hard to believe that Thanksgiving and Christmas are just around the corner. But from a financial perspective, we have less than two months to do tax planning, so what should you be thinking about? In this episode, Peter Raskin discusses the importance … Read More Read More
Duration:00:30:59
The Similarities Between Traveling and Financial Planning (Ep. 110)
11/1/2023
One of the most important aspects of achieving our financial goals is having a clear vision of what you want to accomplish. And just like a travel journey, without a clear goal, it is easy to get distracted, lose motivation, and make poor decisions. However, setting a goal is not enough. You also need to … Read More Read More
Duration:00:28:05
The Rise And Fall Of Inflation (Ep. 109)
10/18/2023
Feel like you’re always paying more? In this insightful episode, Peter Raskin explains inflation, examining its recent rise and breaking down its impacts on society. He challenges the common belief that inflation affects everyone the same way, shedding light on its distinct impacts across various income levels. In this episode, Peter dives into: Strategies for … Read More Read More
Duration:00:30:51
How to Save Taxes and Achieve Your Financial Objectives with James Spoto, CPA (Ep. 108)
10/4/2023
Your wealth is in the details – and we’re diving deep. Join host Peter Raskin and James Spoto, Partner at Spoto CPA, for an eye-opening conversation that unpacks the A to Z of financial planning. Curious about the Tax Cuts and Jobs Act? Need help navigating home sale exclusions or itemized deductions? This episode has … Read More Read More
Duration:00:39:09
How to Choose the Right Retirement Plan for Your Business (Ep. 107)
9/20/2023
Think a retirement plan is just another checkbox? Think again. In this episode, Peter Raskin gives us a deep dive into retirement plan options that fit businesses of all sizes. From 401(k) plans with profit-sharing to traditional 401(k)s and SIMPLE IRAs, Peter explains how flexibility and customization are key to achieving both business and employee … Read More Read More
Duration:00:38:33
From Working Boots to Business Suits with Larry DiCara (Ep. 106)
9/6/2023
How has Boston’s transformation from a hub of blue-collar workers to a hotspot for white-collar specialists impacted its people, identity, and economic dynamics? In this episode, Peter Raskin chats with Larry DiCara, a seasoned real estate lawyer and former Boston city councilor, about the profound shifts Boston has experienced over the years. During their discussion, … Read More Read More
Duration:00:33:46
Boys Town: A History of Hope and Healing for Troubled Youth with Aric Johnson (Ep. 105)
8/23/2023
Family plays a pivotal role in shaping young lives, extending a guiding hand that leads troubled youth towards a brighter future. Not every child has access to a supportive family and unconditional love, but every child deserves it. Boys Town’s mission is to give troubled youth the opportunity to get the right kind of care, … Read More Read More
Duration:00:39:31
How The Opportunity Zone Legislation Can Help Maximize Tax Benefits with Nino Balduzzi (Ep. 104)
8/9/2023
How can the opportunity zone legislation help you maximize your tax benefits? Investors can defer capital gains with opportunity zones. In this episode, Peter Raskin speaks with Nino Balduzzi of Griffin Capital about the Opportunity Zone legislation, an investment strategy that incentivizes real estate development in specific census tracks across the country by allowing investors … Read More Read More
Duration:00:30:32
A 7-Step Checklist for Your Journey Into Retirement (Ep. 103)
7/26/2023
Planning for retirement is a lot like planning for travel. You need a moldable checklist of decisions that need to be made from a big-picture perspective. In this episode, Peter Raskin shares a 7-step checklist for retirees. He covers important aspects such as expenses, income sources, protection, taxes, portfolio risk, distribution flexibility, and legacy planning, … Read More Read More
Duration:00:32:47
Exploring Your Potential In Real Estate Investing With Michael Price (Ep. 102)
7/12/2023
Are you looking for a way to invest your money and secure your financial future? In this episode, financial planner Peter Raskin interviews commercial real estate investor Michael Price on the benefits of investing in real estate. Michael aims to provide valuable insights into what it takes to succeed in the industry, such as knowing … Read More Read More
Duration:00:39:02