86 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

    • Business

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.

    Being Good Stewards of Physical Health with Leslie Jackson

    Being Good Stewards of Physical Health with Leslie Jackson

    The past couple episodes have focused on stewardship of our faith, finances and the environment. What about our physical health? Without good physical health, being good stewards of the above is a moot point.  In this episode, Peter Raskin talks with Leslie Jackson*, a registered dietitian nutritionist. She discusses the importance of people having a … Continue reading Being Good Stewards of Physical Health with Leslie Jackson →

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

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

    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) →

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

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

    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) →

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

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

    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) →

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

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

    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) →

    • 36 min
    Investment Losses With Peter Raskin (Ep.80)

    Investment Losses With Peter Raskin (Ep.80)

    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) →

    • 35 min

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