117 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.

    Decoding Financial Jargon Part 1 (Ep. 117)

    Decoding Financial Jargon Part 1 (Ep. 117)

    Welcome to part one of a two-part series breaking down financial jargon! Today on Wealth Is In The Details, Peter Raskin breaks down complex financial jargon to help listeners gain a deeper understanding of key investment concepts. Peter discusses key concepts including average returns, standard deviation, correlation, diversification, capital market assumptions, and market cap-weighted indices. … Read More Read More

    • 29 min
    Why You Should Master Retirement Savings Strategies (Ep. 115)

    Why You Should Master Retirement Savings Strategies (Ep. 115)

    Ever feel overwhelmed by the maze of retirement planning?  You’re not alone.  Join Peter Raskin as he ventures into the world of Individual Retirement Accounts (IRAs). Born from the Employee Retirement Income Security Act of 1974, IRAs are now a cornerstone of savvy financial planning. Peter navigates through the complexities of IRAs, covering everything from … Read More Read More

    • 24 min
    Breaking Stigmas and Improving Mental Health with Ariana Mufson (Ep. 114)

    Breaking Stigmas and Improving Mental Health with Ariana Mufson (Ep. 114)

    Many people trivialize mental health because they forget it can affect all areas of their lives, including their physical and financial well-being. Others hesitate to seek help because of the associated stigmas. Join Peter Raskin and guest Ariana Mufson, LICSW, CST, Psychotherapist, in their efforts to normalize, and even prioritize, mental well-being. Today’s episode explores … Read More Read More

    • 29 min
    Nine Financial Resolutions: An Essential Checklist from a Financial Planner (Ep. 113)

    Nine Financial Resolutions: An Essential Checklist from a Financial Planner (Ep. 113)

    Are you always thinking about reviewing your finances but never seem to get it done? Join us in taking nine New Year’s Resolutions that will help you evaluate and organize your current financial situation. As a financial planner, Peter Raskin shares nine financial resolutions that he will be working on in 2024, along with his … Read More Read More

    • 21 min
    Year-End Reflections & Personal Stories From the Raskin Planning Group Team (Ep. 112)

    Year-End Reflections & Personal Stories From the Raskin Planning Group Team (Ep. 112)

    One of the goals of this podcast is to help listeners get to know our team better. As days grow shorter and holiday lights fill the darkness, it’s the perfect time to hear from the Raskin Planning Group team and reflect on the past 12 months! Join Peter Raskin as he interviews his colleagues Alex … Read More Read More

    • 41 min
    Mastering Year-Round Tax Planning: Strategies for a Financially Savvy Year-End (Ep. 111)

    Mastering Year-Round Tax Planning: Strategies for a Financially Savvy Year-End (Ep. 111)

    The clock is ticking, days are getting shorter and cooler, and it is hard to believe that Thanksgiving and Christmas are just around the corner. But from a financial perspective, we have less than two months to do tax planning, so what should you be thinking about? In this episode, Peter Raskin discusses the importance … Read More Read More

    • 30 min

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