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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.

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.

Language:

English

Contact:

617.728.7433


Episodes

A Conversation About Residential Solar Energy With George Wood (Ep.84)

7/27/2022
There is a profound awakening amongst many of us that we need to be stewards of our physical world and we need to protect our environment for the next generation. In this episode, Peter Raskin talks with George Wood, renewable energy consultant at Oak Point Energy Associates, LLC. He discusses why you should consider adding … Continue reading A Conversation About Residential Solar Energy With George Wood (Ep.84) →

Duration:00:34:43

Your Frequently Asked Questions Answered, Part 1 (Ep.83)

7/13/2022
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 … Continue reading Your Frequently Asked Questions Answered, Part 1 (Ep.83) →

Duration:00:29:37

Challenges Can Bring Tasteful Opportunities With Pete Minich (Ep.82)

6/29/2022
As a business owner, the pandemic might have caused a number of sleepless nights. But on the positive side, it has allowed you to critically think about how you are operating your business to serve your customers. In this episode, Peter Raskin talks with Pete Minich*, owner of Fresh City Kitchen. Pete explains how the … Continue reading Challenges Can Bring Tasteful Opportunities With Pete Minich (Ep.82) →

Duration:00:34:13

Stewardship In The Church With Rev. Jolie Olivetti (Ep.81)

6/15/2022
What is stewardship and why is it important for our families and communities? In this episode, Peter Raskin speaks with Rev. Jolie Olivetti from the Unitarian Church of Sharon. They discuss how stewardship is a core belief and value for many. Jolie discusses: What it means to be a steward of your community and your … Continue reading Stewardship In The Church With Rev. Jolie Olivetti (Ep.81) →

Duration:00:36:20

Investment Losses With Peter Raskin (Ep.80)

6/1/2022
April and May 2022 have been two months to forget for investors, with the market being as volatile as ever, and with losses as high as ever. The job of financial planners has become more challenging. What is the best way for financial planners to coach their clients on how to best handle the market … Continue reading Investment Losses With Peter Raskin (Ep.80) →

Duration:00:35:27

The Good and Bad News of Realized Capital Gains (Ep. 79)

4/28/2022
Investors see capital gains as both good and bad news for their investment portfolio. The good took place in 2021 when investors saw increased capital on their investments. The bad took place in the form of increased tax payments. What is the best way for investors to maneuver between these two extremes? In this episode, … Continue reading The Good and Bad News of Realized Capital Gains (Ep. 79) →

Duration:00:30:52

Protect Yourself Against Cyber Crime and Identity Theft (Ep. 78)

4/13/2022
The saying “prevention is better than the cure” is typically reserved when discussing physical health. What if we said the same phrase can be applied to cyber crime and identity theft as well? In this episode, Peter Raskin discusses steps that you can take to reduce your chances of identity theft or a cyber crime … Continue reading Protect Yourself Against Cyber Crime and Identity Theft (Ep. 78) →

Duration:00:35:18

The Gains and Losses of Direct Indexing with Matt Potter (Ep. 77)

3/30/2022
Direct indexing is an index investing strategy that involves directly purchasing the components of a mutual fund or an ETF at the appropriate weights. You may be wondering why an investor would want to complete so many transactions for similar holdings to a one-and-done mutual fund purchase. But there are specific potential benefits to direct … Continue reading The Gains and Losses of Direct Indexing with Matt Potter (Ep. 77) →

Duration:00:39:39

Lessons in Donations with Ken Nopar (Ep. 76)

3/16/2022
There is no shortage of charitable causes—and it’s impossible to give to every single one. It’s important to ask yourself some critical questions to help determine where you would like to allocate your funds: What is the cause? Who is the money going to? Why should I give my money away? In this episode, Peter … Continue reading Lessons in Donations with Ken Nopar (Ep. 76) →

Duration:00:44:14

Trust Funds and Trustees Lessons with Christopher Holtby (Ep. 75)

3/2/2022
How well do you understand the process of developing a trust or designating a trustee to your retirement accounts? In this episode, Peter Raskin speaks with Christopher Holtby, co-founder of Wealth Advisors Trust Company*. Christopher shares what a trust fund is, what a trustee is and the different types of trust fund accounts. He also … Continue reading Trust Funds and Trustees Lessons with Christopher Holtby (Ep. 75) →

Duration:00:37:28

Personal Investments With Personal Values with Jeff Wildermuth (Ep. 74)

2/16/2022
A company’s environmental and social impact is becoming increasingly important to investors. In this episode, Jeff Wildermuth, a portfolio strategist at Aris investment, a division of AssetMark*, joins Peter Raskin. Jeff shares the wide world of ESG investing, revealing how individuals can invest based on personal values. He also discusses the increasing desire for sustainable … Continue reading Personal Investments With Personal Values with Jeff Wildermuth (Ep. 74) →

Duration:00:40:25

73. Stewardship Checklist Tasks That Everyone Should Be Reviewing Annually

1/12/2022
You don’t want your assets going to the wrong place or person, right? That’s why reviewing your financial accounts annually is important. In this episode, Peter Raskin reviews stewardship checklist tasks that you should be reviewing annually. Peter teaches you how you can ensure your assets go to the places you want them to through … Continue reading 73. Stewardship Checklist Tasks That Everyone Should Be Reviewing Annually →

Duration:00:30:40

72. ‘Tis The Season To Be Grateful

12/15/2021
The holidays are filled with love, joy and gratitude. But those feelings shouldn’t only exist during the holidays—it’s important to be grateful year-round. In this episode, Peter Raskin is joined by his team at Raskin Planning Group, Katherine, Alex, Brian and Connor. Each share what they are grateful for, both in their professional and personal … Continue reading 72. ‘Tis The Season To Be Grateful →

Duration:00:30:20

71. Cash Is King

12/1/2021
Storing money under your mattress may give you easy access to those funds, but it is also a far less secure saving strategy. Depositing your cash in the bank gives you access and security. In this episode, Peter Raskin discusses the importance of liquidity and cash within your financial plan. He reveals how your cash … Continue reading 71. Cash Is King →

Duration:00:34:30

70. Descending The Mountain Of Retirement

11/10/2021
When creating your retirement plan, the income you set aside needs to last throughout your entire retirement. The most important step of your plan is protecting what you put aside. In this episode, Peter Raskin discusses the importance of protecting your income during retirement. He reveals the importance of considering longevity, inflation and sequence of … Continue reading 70. Descending The Mountain Of Retirement →

Duration:00:39:27

69. Get The 411 On The 1031 With Paulo Aguilar

10/27/2021
Let’s face it—everyone loves a tax-deferred financial strategy, and the real estate business is no different. Enter: the 1031 tax exchange, which allows the owner of US real estate to defer the capital gains tax owed on the sale of the property. In this episode, Peter Raskin is joined by Paulo Aguilar, vice president at … Continue reading 69. Get The 411 On The 1031 With Paulo Aguilar →

Duration:00:34:14

68. Five Reasons To Have A Long Term Contingency Plan

10/6/2021
Do you have a plan in place for long-term care in case you reach a point in life where you can no longer care for yourself? In this episode, Peter Raskin discusses five reasons to include a long-term contingency plan in your overall retirement plan. Peter reveals the questions you should ask yourself and your … Continue reading 68. Five Reasons To Have A Long Term Contingency Plan →

Duration:00:31:54

67. The First Step To The American Dream

9/22/2021
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. … Continue reading 67. The First Step To The American Dream →

Duration:00:28:02

66. The Conversation About Healthcare Advocacy with Dianne Savastano

9/8/2021
The healthcare system can be difficult to navigate—between the technical terms, the insurance and the after care for patients. Healthcare advocates offer support as they guide you down the path to making the best decisions for you. In this episode, Peter Raskin is joined by Dianne Savastano, founder and principal of Healthassist. Dianne shares her … Continue reading 66. The Conversation About Healthcare Advocacy with Dianne Savastano →

Duration:00:34:07

65. Concierge Care 24/7 365 with Dr. Ned Legare

8/25/2021
Having a financial planner on call provides peace of mind for your money. How can you provide that same peace of mind for your health? In this episode, Peter Raskin is joined by Dr. Ned Legare, MD, FACP, to discuss his approach to wellness. Ned shares how the shift to concierge care benefits his patients, … Continue reading 65. Concierge Care 24/7 365 with Dr. Ned Legare →

Duration:00:37:43