54 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 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
    Episode 51: Behind the Scenes of the Boston Restaurant Industry – With Jasper White

    Episode 51: Behind the Scenes of the Boston Restaurant Industry – With Jasper White

    One of the great things about Boston is its stand-out food scene.  To celebrate the city’s food industry, Peter Raskin joins renowned chef and restaurateur Jasper White for today’s episode. Together, they dive into a lively conversation about Jasper’s years of restaurant experience and the business lessons he’s learned along the way.   In this episode, … Continue reading Episode 51: Behind the Scenes of the Boston Restaurant Industry – With Jasper White →

    • 45 min
    Episode 50 – Growing Your Business for Your Exit – With John Leonetti

    Episode 50 – Growing Your Business for Your Exit – With John Leonetti

    Business owners often need to grow the value of their business to satisfy their lifestyle post-exit. This can be achieved through thoughtful growth planning. In  this episode, Peter Raskin welcomes Pinnacle Equity Solutions’ John Leonetti to discuss the concept of growth planning. They discuss important considerations for business owners looking to grow their business for … Continue reading Episode 50 – Growing Your Business for Your Exit – With John Leonetti →

    • 47 min
    Episode 49 – A Deep Dive into Employee Stock Ownership Plans (ESOP) – With Guest Richard Glassman

    Episode 49 – A Deep Dive into Employee Stock Ownership Plans (ESOP) – With Guest Richard Glassman

    An Employee Stock Ownership Plan, also known as ESOP, is the most common form of employee ownership in the United States. In this episode, Peter Raskin is joined by Rich Glassman, a partner at ESOP Plus. Rich discusses the different implications of ESOPs while explaining how these plans are a “win-win game” for business owners … Continue reading Episode 49 – A Deep Dive into Employee Stock Ownership Plans (ESOP) – With Guest Richard Glassman →

    • 42 min
    Episode 48 – Health Insurance For Small Businesses – With Guest Patrick Mccullom

    Episode 48 – Health Insurance For Small Businesses – With Guest Patrick Mccullom

    Health insurance and coverage is absolutely vital in American society. But it affects individuals and business owners at different levels, and it can be tricky to maneuver. In this episode, Peter Raskin is joined by Balanced Benefits Group president and owner Patrick Mccullom to discuss the cost of healthcare coverage for small businesses across the … Continue reading Episode 48 – Health Insurance For Small Businesses – With Guest Patrick Mccullom →

    • 39 min

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