Wealth Is In The Details Podcast

Peter Raskin

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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.

6 DAYS AGO

Planning Your Summer Travels? Don’t Miss These Brewery Tips! with Hal Mooney (Ep. 124)

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

54 min
29 AUG

Financial Planning Rules of Thumb (Ep. 123)

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

31 min
7 AUG

The Bucket: Living Fully and Avoiding Regrets with David Abend (Ep. 122)

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

32 min
10 JUL

Why Cash Might Not Be King: Understanding Investment Risks (Ep. 121)

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

22 min
26 JUN

Understanding the Risks at the Top of Your Financial Planning Pyramid (Ep. 120)

Are you ready to navigate the complexities of financial planning across different stages of your life? Today on Wealth Is In The Details, Peter Raskin dives deep into the structure of the financial planning pyramid, an invaluable tool that illustrates the key phases of financial planning from establishing to distributing wealth. Understanding this pyramid is … Read More Read More

41 min
12 JUN

Building a Diversified Portfolio Through Alternative Investing with William Wolfe (Ep. 116)

You’ve probably heard of alternative lifestyles and alternative facts, but are you familiar with alternative investments? This week on Wealth is in The Details, Peter Raskin and William Wolfe from FS Investments talk about alternative investing to educate listeners about alternative investments and how they can complement traditional portfolios. William explains how the accessibility of … Read More Read More

35 min
22 MAY

Home Ownership vs. Renting: What’s the Best Choice for You? (Ep. 119)

In today’s challenging housing market, is it better to rent or buy a home? Today on Wealth Is In The Details, Peter Raskin delves into the complexities of the housing market, addressing the struggles faced by younger generations trying to attain homeownership amidst soaring prices and mortgage rates. Peter discusses the advantages and disadvantages of … Read More Read More

41 min
8 MAY

Decoding Financial Jargon Part 2 (Ep. 118)

Welcome back to part 2 of our two-part series where we break down financial jargon that many advisors use, for our listeners! In this episode, Peter Raskin breaks down more complex financial terms to help you better understand investment terminology, while emphasizing the importance of diversification. He explains factor investing and the significance of macroeconomic … Read More Read More

27 min

See All (125)

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.

Creator

Peter Raskin
Years Active

2019 - 2024
Episodes

125
Rating

Clean
Show Website

Wealth Is In The Details Podcast

Investing

Updated weekly

Wealth Is In The Details Podcast

Planning Your Summer Travels? Don’t Miss These Brewery Tips! with Hal Mooney (Ep. 124)

Financial Planning Rules of Thumb (Ep. 123)

The Bucket: Living Fully and Avoiding Regrets with David Abend (Ep. 122)

Why Cash Might Not Be King: Understanding Investment Risks (Ep. 121)

Understanding the Risks at the Top of Your Financial Planning Pyramid (Ep. 120)

Building a Diversified Portfolio Through Alternative Investing with William Wolfe (Ep. 116)

Home Ownership vs. Renting: What’s the Best Choice for You? (Ep. 119)

Decoding Financial Jargon Part 2 (Ep. 118)

About

Information

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Wealth Is In The Details Podcast

Episodes

Planning Your Summer Travels? Don’t Miss These Brewery Tips! with Hal Mooney (Ep. 124)

Financial Planning Rules of Thumb (Ep. 123)

The Bucket: Living Fully and Avoiding Regrets with David Abend (Ep. 122)

Why Cash Might Not Be King: Understanding Investment Risks (Ep. 121)

Understanding the Risks at the Top of Your Financial Planning Pyramid (Ep. 120)

Building a Diversified Portfolio Through Alternative Investing with William Wolfe (Ep. 116)

Home Ownership vs. Renting: What’s the Best Choice for You? (Ep. 119)

Decoding Financial Jargon Part 2 (Ep. 118)

About

Information

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