Wealth Is In The Details Podcast Peter Raskin

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

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

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

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

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

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