Wealth Is In The Details Podcast

Peter Raskin
  • 4.8 (4)
  • 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.

  1. Mar 4

    Estate Planning as an Expression of Love and Responsibility (Ep. 148)

    What if one of the most meaningful ways to care for your family has nothing to do with gifts or holidays? Planning ahead can ease stress, reduce conflict, and create clarity when it matters most. In this episode, Peter Raskin explains why estate planning is ultimately an act of love for spouses, children, and heirs. He outlines the essential documents every family should understand, including wills, powers of attorney, and trusts. Peter also shares practical steps to simplify finances, avoid probate, and reduce potential estate taxes. Through real-life examples, he highlights how thoughtful preparation protects assets, addresses elder abuse risks, and fosters deeper family conversations across generations. Peter discusses: The purpose of wills, executors, and how proper planning prevents assets from being distributed solely by state law The roles of living wills, healthcare proxies, and financial powers of attorney in medical and financial decision making How revocable and irrevocable trusts function, avoid probate, and help protect assets from creditors or divorce Practical strategies such as consolidating accounts, updating beneficiaries, and transferring property into trusts The importance of family conversations about heirs, remarriage risks, elder abuse prevention, and planning for pets And more! Connect with Peter Raskin:  Raskin Planning Group (617) 728-7433  LinkedIn: Peter Raskin  Facebook: Raskin Planning Group LinkedIn: Raskin Planning Group Schedule a Time with Peter Raskin: Book a Call with Peter This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.

    34 min

  2. Jan 27

    Reflecting on 2025 and Looking Ahead to 2026 with the Raskin Planning Group Team (Ep. 147)

    Taking time to reflect can bring perspective, clarity, and renewed intention. Looking ahead with purpose helps turn lessons into meaningful action. In this episode, Peter Raskin is joined by the team at Raskin Planning Group, Kathryn Broy, Alexander LaCroce, Tony Araujo, and Declan Davis for the annual Raskin Planning Group year-in-review and outlook conversation.  The team shares personal moments from 2025 that inspired growth, including travel, family milestones, creative pursuits, and career development. They reflect on lessons learned through routines, responsibility, and professional change. The discussion also looks ahead to 2026, focusing on motivation, relationships, teamwork, and intentional planning. Peter and the team discuss: Reflections from Peter Raskin, Kathryn Broy, Alexander LaCroce, Tony Araujo, and Declan Davis on personal moments that shaped 2025 How routines, discipline, and responsibility supported wellbeing and daily balance Professional growth through communication, collaboration, and firm transitions The role of positivity, mindset, and intention when planning for the year ahead Individual goals and motivations for 2026 centered on relationships, learning, and client service And more! Connect with Peter Raskin and the Raskin Planning Group Team:  Raskin Planning Group (617) 728-7433  LinkedIn: Peter Raskin  Facebook: Raskin Planning Group LinkedIn: Raskin Planning Group Schedule a Time with Peter Raskin: Book a Call with Peter This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

    39 min

  3. 12/30/2025

    Planning Ahead for 2026 With a Practical Financial Checklist (Ep. 146)

    A new year often brings pressure to make changes, but thoughtful planning can be a far more useful starting point. Rather than focusing on rigid resolutions, a structured review can help households feel organized and prepared. In this episode, Peter Raskin walks through a comprehensive planning checklist to help individuals and families prepare for the 2026 calendar year. He explains how reviewing the prior year, setting new goals, and anticipating life events create clarity before making financial decisions. The conversation covers age-based milestones, cash flow awareness, assets and debt, tax preparation, insurance reviews, and estate planning, all framed as manageable steps that can be revisited over time. Peter discusses: Reviewing progress from the previous year to identify what worked, what changed, and what can be deferred Setting personal and financial goals while accounting for upcoming life events and transitions Key age milestones tied to health insurance, retirement contributions, Medicare, and Social Security Managing cash flow by examining income, expenses, benefits, gifting, and charitable strategies And more! Resources: Building Your Year-End Financial Checklist (Ep. 142) Connect with Peter Raskin:  Raskin Planning Group (617) 728-7433  LinkedIn: Peter Raskin  Facebook: Raskin Planning Group LinkedIn: Raskin Planning Group Schedule a Time with Peter Raskin: Book a Call with Peter This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

    37 min

  4. 12/03/2025

    Managing Life Transitions Through Financial Planning (Ep. 145)

    Life can change quickly, and those shifts often leave us reassessing what matters most. Moments of uncertainty can feel heavy, yet they also open space for renewed direction. Thoughtful planning gives structure to those moments and helps guide steady decisions. In this episode, Peter Raskin reflects on the many transitions clients experienced this year and how planning supports clarity through change. He shares real examples of families dealing with retirement questions, concentrated stock positions, charitable goals, and market anxiety. Peter highlights how planning offers direction, keeps people grounded, and creates a path forward no matter what life brings. Peter discusses: A couple juggling income, debt, and a large concentrated stock holding while seeking financial clarity How retirement plans and Social Security timing can shape long-term outcomes Strategies for using charitable gifts, donor-advised funds, and qualified charitable distributions Guiding a retiree who feels pressure from market headlines and fears about volatility Why revisiting a financial plan builds confidence during uncertain periods And more! Connect with Peter Raskin:  Raskin Planning Group (617) 728-7433  LinkedIn: Peter Raskin  Facebook: Raskin Planning Group LinkedIn: Raskin Planning Group Schedule a Time with Peter Raskin: Book a Call with Peter   This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

    29 min

  5. 11/19/2025

    Making Sense of Medicare: What You Need to Know Before Open Enrollment Ends (Ep. 144)

    Turning 65 comes with many decisions, and few are as important or confusing as Medicare.  Between Parts A, B, D, Medigap, and Advantage plans, it’s easy to feel overwhelmed by choices and costs. In this episode, Peter Raskin explains how Medicare works, what each part covers, and how to make informed decisions during open enrollment. He breaks down the differences between Medigap and Medicare Advantage, highlights how income can affect premiums, and shares tips for staying flexible as your health or lifestyle changes. Peter discusses: The basics of Medicare Parts A, B, and D, and what they actually cover The difference between Medigap and Medicare Advantage plans, and how to decide which is right for you How the open enrollment period from October 15 to December 7 allows changes to plans and coverage How IRMAA (Income-Related Monthly Adjustment Amount) can increase premiums based on income Why reviewing your coverage annually is key to keeping up with life changes, travel, and evolving health needs And more! Resources: Medicare.gov – Official U.S. Government Site for Medicare SSA Form SSA-44: Medicare Income-Related Monthly Adjustment Amount Life-Changing Event Connect with Peter Raskin:  Raskin Planning Group (617) 728-7433  LinkedIn: Peter Raskin  Facebook: Raskin Planning Group LinkedIn: Raskin Planning Group Schedule a Time with Peter Raskin: Book a Call with Peter This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

    21 min

  6. 10/22/2025

    The Power of Direct Indexing: Personalization, Control, and Tax Efficiency (Ep. 143)

    Investors often look for ways to balance cost, performance, and control, but what if there were a method that let you own the actual stocks behind an index and tailor them to your needs? Technology has made that possible through direct indexing, a strategy that’s reshaping how investors think about diversification and tax management. In this episode, Peter Raskin explains how direct indexing works, who can benefit from it, and why it’s becoming an increasingly popular option for investors who want more flexibility, personalization, and tax efficiency in their portfolios. He also compares it to ETFs and mutual funds and shares how his firm integrates this strategy into comprehensive financial planning. Key Takeaways: The difference between buying individual stocks, mutual funds, ETFs, and using direct indexing How direct indexing allows investors to own actual stocks that replicate an index while offering more control The tax advantages of direct indexing through strategic tax-loss harvesting How technology has made personalization possible by letting investors include or exclude specific sectors or companies When direct indexing fits best within a comprehensive financial plan alongside other investment vehicles And more! Connect with Peter Raskin:  Raskin Planning Group (617) 728-7433  LinkedIn: Peter Raskin  Facebook: Raskin Planning Group LinkedIn: Raskin Planning Group Schedule a Time with Peter Raskin: Book a Call with Peter This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

    24 min

  7. 10/01/2025

    Building Your Year-End Financial Checklist (Ep. 142)

    As the year closes, financial planning opportunities emerge that can set the stage for a stronger future. How do you make the most of tax strategies, savings tools, and estate planning before the calendar turns? What should be reviewed now to avoid last-minute stress in December? In this episode, Peter Raskin shares a practical year-end checklist covering investments, tax strategies, cash flow, insurance, and estate planning. He explains how timely action helps families and business owners finish the year prepared and step confidently into the new one. Peter discusses: Reviewing investment accounts for gains, losses, and portfolio rebalancing Tax strategies, including Roth conversions, charitable giving, and timing of income Maximizing cash flow and savings through HSAs, 401(k)s, IRAs, and 529 plans Evaluating insurance coverage, deductibles, and Medicare enrollment deadlines Revisiting estate planning, gifting opportunities, and beneficiary designations And more! Resources: 2025 Important Numbers – Updated – Raskin Planning Group 2025 Tax Law Updates and Strategic Planning (Ep. 140) Connect with Peter Raskin:  Raskin Planning Group (617) 728-7433  LinkedIn: Peter Raskin  Facebook: Raskin Planning Group LinkedIn: Raskin Planning Group Schedule a Time with Peter Raskin: Book a Call with Peter This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

    24 min

  8. 09/17/2025

    Protecting Wealth Through Insurance with Robert Mansfield, CPCU (Ep. 141)

    Insurance can feel like a maze of jargon, rising costs, and confusing policies, but it’s also one of the most important tools for protecting wealth. How do you know if your coverage is enough? When should you shop around, raise deductibles, or consider umbrella protection? In this episode, Peter Raskin talks with longtime friend Robert Mansfield, CPCU, Senior Vice President at HUB International New England, about the essentials of property and liability insurance. Together, they unpack the reasons behind soaring premiums, the critical role of umbrella coverage, strategies for handling claims, and the growing need to protect against scams and fraud. Key takeaways: The difference between insurance agents and brokers, and why working with a broker puts the client first Why premiums for homeowners and auto insurance are rising and the impact of reinsurance and natural disasters The importance of umbrella coverage for protecting assets beyond basic policies Practical strategies for managing deductibles, filing claims, and reviewing coverage regularly How scams and fraud are evolving, and why prevention and awareness are essential for families and businesses And more! Resources: Property and Liability Insurance — With Guest Bob Mansfield (Ep. 18) Connect with Peter Raskin:  Raskin Planning Group (617) 728-7433  LinkedIn: Peter Raskin  Facebook: Raskin Planning Group LinkedIn: Raskin Planning Group Schedule a Time with Peter Raskin: Book a Call with Peter Connect with Robert Mansfield: LinkedIn: Robert Mansfield Website: Hub International About Our Guest: Robert Mansfield, CPCU, Senior Vice President at HUB International New England, is a seasoned insurance advisor with more than four decades of experience in property and liability coverage. Starting his career in the mail room of his family’s agency in 1977, he gained hands-on knowledge of every part of the business. Today, he works with individuals, families, and organizations, helping clients protect their homes, vehicles, valuables, and assets with the right coverage and guidance. This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

    47 min
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About

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.

Information

  • Creator
    Peter Raskin
  • Years Active
    2019 - 2026
  • Episodes
    149
  • Rating
    Clean
  • Copyright
    © Wealth Is In The Details All Rights Reserved
  • Show Website
    Wealth Is In The Details Podcast