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
2025 Tax Law Updates and Strategic Planning (Ep. 140)
8/20/2025
From new tax rules to little-known retirement plan strategies, 2025 is shaping up to be a year of significant changes for many taxpayers. In this episode, Peter Raskin unpacks timely provisions from the “One Big Beautiful Bill Act,” explains a tax-saving approach for employer stock, and addresses the impact of Massachusetts’ Millionaires’ Tax. With practical … Read More Read More
Duración:00:28:41
Taxes Aren’t Everything: Prioritizing Your Financial Objectives (Ep. 139)
8/6/2025
Taxes may be inevitable, but how you approach them can make a meaningful difference in your long-term financial path. In this episode, Peter Raskin unpacks the recently signed “One Big Beautiful Bill” and what it means for families and individuals. More importantly, he breaks down how to think about taxes not in isolation, but in … Read More Read More
Duración:00:35:18
Financial Realities of Later-Life Marriages (Ep. 138)
7/16/2025
Love and finances often intertwine in unexpected ways, especially in later-life marriages. From tax strategies to estate planning, every decision reflects a delicate balance between personal connection and practical considerations. In this episode, Peter Raskin explores the unique financial challenges faced by older couples tying the knot. With stories and strategies, Peter offers guidance to … Read More Read More
Duración:00:28:09
Understanding Biases That Shape Your Financial Behavior (Ep. 137)
6/25/2025
Your emotions may be costing you more than you think, especially when it comes to financial decisions. In this episode, Peter Raskin explores how common behavioral biases influence investor decisions and why recognizing them is crucial for effective long-term planning. He reflects on his recent travels to Morocco and connects those insights with the emotional … Read More Read More
Duración:00:31:39
Managing Wealth Amidst Uncertainty (Ep. 136)
6/4/2025
Uncertainty looms in every corner of our lives, but can we turn it into clarity? How do financial decisions shape long-term security and day-to-day sense of security? What strategies can help align investments with life’s changing seasons? In this episode, Peter Raskin reflects on balancing short-term challenges with long-term objectives, explaining how clients can maintain … Read More Read More
Duración:00:30:49
Planning for Uncertainty: Retirement Income Strategies (Ep. 135)
4/7/2025
Market swings and economic shifts can leave retirees feeling uncertain about their financial future. How can you ensure your income remains steady, even when the unexpected happens? In this episode, Peter Raskin explores retirement income planning strategies that help individuals stay financially stable despite market fluctuations. He breaks down the “bucket approach” to managing assets … Read More Read More
Duración:00:25:28
Stress-Free Tax Preparation (Ep. 134)
3/21/2025
Tax season can be overwhelming, but with some simple strategies, you can transform it into a manageable process. In this episode, Peter Raskin outlines practical tips for preparing your taxes with ease. From organizing documents to leveraging deductions and credits, Peter shares actionable insights to make tax preparation less daunting. He emphasizes the importance of … Read More Read More
Duración:00:27:42
Insights from Peter Raskin regarding Financial Planning in Turbulent Times (Ep. 133)
3/4/2025
In today’s uncertain financial landscape, mastering the balance between planning for the future and living in the present is essential. How do political shifts influence personal financial decisions? How can investors navigate risk while maintaining security in their portfolios? Join host Peter Raskin as he discusses the importance of financial planning amidst economic and political … Read More Read More
Duración:00:35:55
Unlocking the Potential of Trusts with Kendalynn Mowery (Ep. 132)
2/12/2025
Trusts offer powerful tools for protecting assets, reducing taxes, and planning for future generations. But how do you choose the right structure for your unique needs? This week, Peter Raskin is joined once again by Kendalynn Mowery from Premier Trust Company to explore the benefits and strategies behind Nevada-based trusts. Kendalynn shares actionable insights into … Read More Read More
Duración:00:23:47
Reflecting on 2024 and Anticipating 2025 with the Raskin Planning Team (Ep. 131)
1/22/2025
Curious about the behind-the-scenes dynamics of Raskin Planning Group? How about discovering some personal stories from the faces powering the financial planning services? In this episode, Peter Raskin welcomes the entire Raskin Planning Group team to review 2024 and look ahead to 2025. Get to know Kathryn, Alex, Tony, and Josh as they share personal … Read More Read More
Duración:00:39:01
Planning for the Future: Life Insurance as a Tool for Security and Legacy (Ep. 130)
12/31/2024
Life insurance is more than a financial product—it’s a way to express love and care for your family and future. How can life insurance provide stability in uncertain times? How does it evolve with your goals throughout life? In this episode, Peter Raskin discusses the essential role of life insurance in creating wealth, liquidity, and … Read More Read More
Duración:00:32:27
Understanding Trusts: An Essential Tool in Estate Planning (Ep. 129)
12/19/2024
What’s the best way to protect and transfer wealth across generations? In this episode of Wealth Is In The Details, host Peter Raskin welcomes Kendalynn Mowery from Premier Trust Company to explore the intricacies of trust planning. Trusts can be a powerful tool in estate planning, offering more flexibility and protection than a traditional will, … Read More Read More
Duración:00:35:03
Proactive Year-End Financial Planning for 2024 (Ep. 128)
12/4/2024
The end of the year brings a crucial opportunity to review and optimize financial plans. In this episode of The Wealth Is In The Details Podcast, Peter Raskin dives into year-end financial planning strategies to keep you ahead of the curve. Understanding your tax brackets, planning for capital gains and losses, and utilizing charitable … Read More Read More
Duración:00:34:54
What Keeps Clients Up at Night? (Ep. 127)
11/27/2024
Financial planning isn’t just about numbers; it’s about addressing the real-life concerns that keep clients awake at night. How do we help clients navigate personal challenges while ensuring their financial stability? What are the most pressing issues clients face today? In this episode of The Wealth Is In The Details podcast, Peter Raskin shares insightful … Read More Read More
Duración:00:37:04
How to Incorporate Charitable Giving into Your Financial Plan (Ep. 126)
11/13/2024
Are you maximizing the tax benefits of your charitable donations? In this episode of Wealth Is In The Details, Peter Raskin dives into the topic of charitable giving, exploring how to frame philanthropy within your financial plan. Learn about the three types of givers and discover tax-efficient strategies such as donor-advised funds and charitable remainder … Read More Read More
Duración:00:29:53
How Upcoming Tax Changes Could Impact Your Finances (Ep. 125)
10/9/2024
Are you ready to navigate the potential tax changes on the horizon? Understanding how upcoming tax law changes can impact your financial plan is critical! Get ahead of these changes with proactive planning. In this episode of Wealth Is In The Details, Peter Raskin discusses the implications of upcoming tax law changes and how they … Read More Read More
Duración:00:19:26
Planning Your Summer Travels? Don’t Miss These Brewery Tips! with Hal Mooney (Ep. 124)
9/18/2024
Ever wondered if all dark beers are heavy or if beer really should be served ice cold? Let’s debunk these myths and dive deep into the rich world of beer with certified expert Hal Mooney! In this episode of Wealth Is In The Details, Peter Raskin speaks with professional beer taster and co-founder of Your … Read More Read More
Duración:00:54:27
Financial Planning Rules of Thumb (Ep. 123)
8/29/2024
Are financial rules of thumb guiding your journey to wealth? Discover why these shortcuts might not work as well as you think and how personalized strategies can make all the difference. Today on Wealth Is In The Details, Peter Raskin debunks common financial planning rules of thumb, from “safe distribution rates” to “tax deferral.” He … Read More Read More
Duración:00:31:21
The Bucket: Living Fully and Avoiding Regrets with David Abend (Ep. 122)
8/7/2024
Want to live life with no regrets and embrace your mortality as a catalyst for fulfillment? Today on Wealth Is In The Details, Peter Raskin welcomes his longtime friend David Abend, co-founder of The Bucket, about transforming deathbed regrets into a life well-lived. David shares his journey from advertising to co-founding The Bucket, a community … Read More Read More
Duración:00:32:21
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
Duración:00:21:47