120 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

    • Economía y empresa

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.

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

    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

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

    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

    • 40 min
    Decoding Financial Jargon Part 2 (Ep. 118)

    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
    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

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