58 episodes

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.

Wealth Is In The Details Podcast Peter Raskin

    • Investing

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.

    Episode 57 – Using Strategic Planning As A Tool To Grow Your Business – With Kevin Poland

    Episode 57 – Using Strategic Planning As A Tool To Grow Your Business – With Kevin Poland

    The Renaissance Group’s one-page strategic plan is all about helping business owners build a great business and live a great life.  In part two of this two part series, Peter Raskin sits down once again with The Renaissance Group’s Kevin Poland to address everything surrounding strategic planning so that you too can start outlining future … Continue reading Episode 57 – Using Strategic Planning As A Tool To Grow Your Business – With Kevin Poland →

    • 41 min
    Episode 56 – Invest In Yourself, And Hire a Coach – With Guest Kevin Poland

    Episode 56 – Invest In Yourself, And Hire a Coach – With Guest Kevin Poland

    The Renaissance Group provides advice and guidance to businesses that are ready to build a great business and live a great life.  In this episode, Peter Raskin sits down with his former business coach, Kevin Poland from The Renaissance Group. Today, Kevin addresses his organization’s coaching and consulting model designed to help you develop the … Continue reading Episode 56 – Invest In Yourself, And Hire a Coach – With Guest Kevin Poland →

    • 33 min
    Episode 55: The Difference Between “Live On” and “Leave On” Assets

    Episode 55: The Difference Between “Live On” and “Leave On” Assets

    Most of you have been working for a long time, and as a result, have become good savers.  However, at some point in life, you will retire, rely upon the wealth you built, and eventually pass down everything you have to someone or something you care about.   While preparing your assets to be passed on, … Continue reading Episode 55: The Difference Between “Live On” and “Leave On” Assets →

    • 32 min
    Episode 54: How to Design and Implement Your Estate Plan – With Brett Kaufman

    Episode 54: How to Design and Implement Your Estate Plan – With Brett Kaufman

    You’ve worked hard on creating an estate plan that will transfer your wealth and values to those you love. However, if not appropriately implemented, all that hard work could go to waste. To help you learn the steps that will help you to properly carry out your estate plan, Peter Raskin sits down with Brett … Continue reading Episode 54: How to Design and Implement Your Estate Plan – With Brett Kaufman →

    • 38 min
    Episode 53: Break Away from Being an Income Machine

    Episode 53: Break Away from Being an Income Machine

    Many of us tend to behave like income machines, working hard each day to bring in money to support our lives. However, at some point in life, that income machine stops working.  In this episode of Wealth Is In The Details, Peter Raskin explains how different financial planning strategies can help you plan ahead for … Continue reading Episode 53: Break Away from Being an Income Machine →

    • 28 min
    Episode 52: Giving to Create a Legacy

    Episode 52: Giving to Create a Legacy

    There is great power in giving to your loved ones as a part of your legacy.  But since legacy gifts can be life-altering for those who receive them, it’s crucial to plan ahead.  In this episode of Wealth Is In The Details, join Peter Raskin as he navigates the path of gifting assets to create … Continue reading Episode 52: Giving to Create a Legacy →

    • 36 min

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