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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

Episode 39 – What to Know Before You Buy or Refinance Your Home

7/29/2020
Interest rates are almost at the lowest they have ever been. Are you thinking about buying or refinancing a house? Today, Peter Raskin speaks with David Fay, a mortgage loan officer with the Washington Trust Mortgage Company, about what to consider before choosing a mortgaging. David also provides clarity on options for loans and interest … Continue reading Episode 39 – What to Know Before You Buy or Refinance Your Home →

Duration:00:37:09

Episode 38 – Technology to Stay Organized, Provide Clarity, and Enhance Communication

7/15/2020
Technology has become the foundation of our modern world. During times of uncertainty, like what we’ve experienced in 2020, technology has proved just how useful it can be. Today, Peter Raskin explores the world of technology and the benefits it can provide both professionally and personally. In this conversation, Peter also addresses the possibility of … Continue reading Episode 38 – Technology to Stay Organized, Provide Clarity, and Enhance Communication →

Duration:00:35:17

Episode 37- How to Bear With This Bear Market

7/1/2020
Do you know what a bear market is? Here’s a hint: we are currently experiencing this type of market. In this episode, Peter Raskin explores bear markets and the effect they have on the financial industry. Peter additionally discusses strategies to help you navigate these types of markets. In this episode, you will learn: What … Continue reading Episode 37- How to Bear With This Bear Market →

Duration:00:33:31

Episode 36 — Making No Decision is Still a Decision

6/24/2020
Don’t wait for a big event to start the planning process. Begin your financial plan today and continue that plan for the rest of your life. In this episode, Peter Raskin opens a conversation about the importance of making the decision to start your financial plan. He provides examples of how different decisions, or no … Continue reading Episode 36 — Making No Decision is Still a Decision →

Duration:00:28:57

Episode 35: Financial Jargon Explained

6/10/2020
How often are you talking with your financial advisor, only for them to mention a word you don’t understand? If you don’t understand certain terms, you might know why your portfolio is constructed in a particular way. In this episode, Peter Raskin goes over a variety of financial terms that most people don’t understand. He … Continue reading Episode 35: Financial Jargon Explained →

Duration:00:34:11

Episode 34 – Securing Your Future With the SECURE Act

5/27/2020
When was the last time you reviewed your retirement plan? Now might be the time—the introduction of the new SECURE Act may impact your plan for the future. In this episode of the Wealth Is In The Details Podcast, Peter Raskin breaks down the SECURE Act and how it may impact your retirement planning. In … Continue reading Episode 34 – Securing Your Future With the SECURE Act →

Duration:00:27:13

Episode 33 – 5 Financial Actionable Items For COVID-19

4/29/2020
Everyone is nervous during this pandemic. But what should you focus on when trying to arrange your finances? Today, Peter Raskin talks about the effect COVID-19 has on the financial market and individual portfolios alike. Peter also shares five action items you should look at when dealing with personal finances to help both you and … Continue reading Episode 33 – 5 Financial Actionable Items For COVID-19 →

Duration:00:33:12

Episode 32 – Taking Care of Business: Small Business Retirement Plans

4/22/2020
Like most other people, small business owners have financial goals, objectives, assets, liabilities, and expenses. But they also have an extra asset: their business. How can business owners plan for retirement when their business is in the mix? In this episode, Peter Raskin shares what small business owners need to consider when building retirement plans. … Continue reading Episode 32 – Taking Care of Business: Small Business Retirement Plans →

Duration:00:29:26

Episode 31 – The Art of Downsizing in Boston— With Deborah Lucci

3/25/2020
Your kids will probably be grown up and independent by the time you retire. At this point, your family home might start to feel too big and too empty. You might decide that it’s time to downsize. In this episode, Peter Raskin is joined by top Massachusetts realtor Deborah Lucci. Deborah generously shares insights into … Continue reading Episode 31 – The Art of Downsizing in Boston— With Deborah Lucci →

Duration:00:37:06

SPECIAL UPDATE: COVID-19

3/17/2020
In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous … Continue reading SPECIAL UPDATE: COVID-19 →

Duration:00:12:29

Episode 30 – 4 Options for Funding Your Child’s Education

3/11/2020
We all want the best for our children, which includes providing them with the best education possible. Whether you’re planning for private school or college, the question remains the same: How will you fund it? In this episode of Wealth Is in the Details Podcast, Peter Raskin takes you through the four options available to … Continue reading Episode 30 – 4 Options for Funding Your Child’s Education →

Duration:00:37:49

Episode 29 – Becoming a Good Steward of Your Finances With a Checklist

2/26/2020
Have you ever considered revisiting and reviewing your financial plan every quarter? The beauty of planning ahead is that it opens up space for relaxing and being present. In this episode, Peter Raskin shares ideas on how to become a better steward of your money by using a checklist. Raskin Planning Group has created a … Continue reading Episode 29 – Becoming a Good Steward of Your Finances With a Checklist →

Duration:00:30:35

Episode 28 – Trust Is About Certainty and Love — With Dean Mioli

2/12/2020
“Trust” is defined as having a reliance on the integrity, ability, and surety of a person or a thing. In short, trust equals certainty. With estate planning, anyone who sets up a trust does so because they want to feel certain about a future outcome. In this episode, Peter Raskin is joined by Dean Mioli, … Continue reading Episode 28 – Trust Is About Certainty and Love — With Dean Mioli →

Duration:00:38:27

Episode 26 – How to Align Your Values With Your Investing

2/10/2020
When you align your financial plans with your personal values, it becomes much easier to achieve your goals. In this episode, Peter Raskin explains how he helps his clients align their values with their financial plans through an approach called responsible investing. This episode is a must-listen for anyone who wants to choose the companies … Continue reading Episode 26 – How to Align Your Values With Your Investing →

Duration:00:24:35

Episode 27 – How to Plan for the Final Third of Your Life — With Karen Wasserman

1/29/2020
Our lives can be divided into thirds: young life, adulthood, and retirement. During adulthood, we’re in the thick of experiencing life, yet this is when we must invest the most time in planning for our final third, retirement. In this episode of Wealth Is in the Details Podcast, Peter Raskin sits down with Karen Wasserman, … Continue reading Episode 27 – How to Plan for the Final Third of Your Life — With Karen Wasserman →

Duration:00:35:17

Episode 25 – Do You Know Your Investment Risk Tolerance?

12/30/2019
For many Americans, the idea of “risk” when it comes to your investments can be scary. You want to feel secure in your finances, especially when it comes to your future. In this episode, Peter Raskin debunks common misconceptions about risk in the market and explains why risk can be a good thing. In this … Continue reading Episode 25 – Do You Know Your Investment Risk Tolerance? →

Duration:00:29:49

Episode 24 – Make Your Travel Dreams Come True — With Jacqui Lewis

12/18/2019
It’s important to build your financial plan around more than just your needs — to consider your wants as well. In this episode of Wealth is in the Details Podcast, Peter Raskin speaks with guest Jacqui Lewis, president and managing director of Audley Travel North America. Jacqui gives you special insight into the travel expertise … Continue reading Episode 24 – Make Your Travel Dreams Come True — With Jacqui Lewis →

Duration:00:31:15

Episode 23 – Answers to Your Top Personal Finance Questions

12/4/2019
Are friends and media your main sources of financial information? Today, Peter Raskin answers his clients’ top questions with a special focus on Social Security benefits. This is an informative conversation that will help you gain clarity that media (and even friends) can’t offer when it comes to getting expert financial advice. In this episode, … Continue reading Episode 23 – Answers to Your Top Personal Finance Questions →

Duration:00:33:00

Episode 22 – To Roth or Not to Roth

11/20/2019
It’s an age-old question: to Roth or not to Roth? Deciding whether to use a Roth IRA for your retirement savings can be a tricky decision. In this episode of Wealth Is in the Details Podcast, Peter Raskin explains the parameters of the Roth IRA and helps you to decide whether it’s right for you. … Continue reading Episode 22 – To Roth or Not to Roth →

Duration:00:27:23

Episode 21 – What Are Your Financial Assumptions?

11/6/2019
Biases are a part of everyday life. Financial assumptions can be harmful to your financial goals…but not always! In this episode, Peter Raskin explains how assumptions can impact your long-term financial goals, both positively and negatively. In this episode, you will learn: Why you need to be cautious when making assumptions about finances How small … Continue reading Episode 21 – What Are Your Financial Assumptions? →

Duration:00:29:24