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Wealth Is In The Details PodcastWealth Is In The Details PodcastPlanning for Uncertainty: Retirement Income Strategies (Ep. 135)Market swings and economic shifts can leave retirees feeling uncertain about their financial future.  How can you ensure your income remains steady, even when the unexpected happens? In this episode, Peter Raskin explores retirement income planning strategies that help individuals stay financially stable despite market fluctuations. He breaks down the “bucket approach” to managing assets and highlights key risks retirees should consider when planning their financial future. Peter discusses: The impact of economic uncertainty on retirement planning and how to assess personal financial stability The “bucket approach” to structuring retirement income for different...2025-04-0725 minWealth Is In The Details PodcastWealth Is In The Details PodcastStress-Free Tax Preparation (Ep. 134)Tax season can be overwhelming, but with some simple strategies, you can transform it into a manageable process. In this episode, Peter Raskin outlines practical tips for preparing your taxes with ease. From organizing documents to leveraging deductions and credits, Peter shares actionable insights to make tax preparation less daunting. He emphasizes the importance of collaboration with tax professionals and staying proactive to avoid last-minute stress. Peter discusses: The benefits of keeping organized financial records and reviewing prior tax returns for reference Key income and deduction categories to track, including self-employment expenses, charitable contributions...2025-03-2127 minWealth Is In The Details PodcastWealth Is In The Details PodcastInsights from Peter Raskin regarding Financial Planning in Turbulent Times (Ep. 133)In today’s uncertain financial landscape, mastering the balance between planning for the future and living in the present is essential. How do political shifts influence personal financial decisions? How can investors navigate risk while maintaining security in their portfolios? Join host Peter Raskin as he discusses the importance of financial planning amidst economic and political changes by providing insights on managing portfolios, and addressing common client questions about market volatility, bonds, and long-term strategies.  Key insights include: How political changes and economic shifts may influence markets and investment strategies The importance of...2025-03-0435 minWealth Is In The Details PodcastWealth Is In The Details PodcastUnlocking the Potential of Trusts with Kendalynn Mowery (Ep. 132)Trusts offer powerful tools for protecting assets, reducing taxes, and planning for future generations. But how do you choose the right structure for your unique needs? This week, Peter Raskin is joined once again by Kendalynn Mowery from Premier Trust Company to explore the benefits and strategies behind Nevada-based trusts. Kendalynn shares actionable insights into asset protection, tax advantages, and creating a lasting legacy through thoughtful trust planning. Kendalynn discusses: How Nevada’s favorable trust laws provide tax advantages, long-term flexibility, and robust asset protection Asset Protection Trusts, including who benefits most and why ti...2025-02-1223 minWealth Is In The Details PodcastWealth Is In The Details PodcastReflecting on 2024 and Anticipating 2025 with the Raskin Planning Team (Ep. 131)Curious about the behind-the-scenes dynamics of Raskin Planning Group? How about discovering some personal stories from the faces powering the financial planning services?  In this episode, Peter Raskin welcomes the entire Raskin Planning Group team to review 2024 and look ahead to 2025. Get to know Kathryn, Alex, Tony, and Josh as they share personal experiences and insights from the past year, ranging from exciting travel adventures to new challenges. This is a perfect opportunity to connect more closely with the team you’re entrusting your financial future to. Peter Raskin chats with: Kathryn Broy on her...2025-01-2239 minWealth Is In The Details PodcastWealth Is In The Details PodcastPlanning for the Future: Life Insurance as a Tool for Security and Legacy (Ep. 130)Life insurance is more than a financial product—it’s a way to express love and care for your family and future. How can life insurance provide stability in uncertain times? How does it evolve with your goals throughout life? In this episode,  Peter Raskin discusses the essential role of life insurance in creating wealth, liquidity, and a legacy for loved ones. He explains how it protects families, pays off debts, and adapts to evolving financial needs over a lifetime. Peter discusses: Using life insurance to create financial security for families, covering mortg...2024-12-3132 minWealth Is In The Details PodcastWealth Is In The Details PodcastUnderstanding Trusts: An Essential Tool in Estate Planning (Ep. 129)What’s the best way to protect and transfer wealth across generations? In this episode of Wealth Is In The Details, host Peter Raskin welcomes Kendalynn Mowery from Premier Trust Company to explore the intricacies of trust planning.  Trusts can be a powerful tool in estate planning, offering more flexibility and protection than a traditional will, especially in wealth transfer across generations. Whether you’re considering lump sum or periodic disbursements, Kendalynn explains why trusts are not just for the wealthy or those concerned about beneficiaries’ spending habits.  With insights into the diverse types of...2024-12-1935 minWealth Is In The Details PodcastWealth Is In The Details PodcastProactive Year-End Financial Planning for 2024 (Ep. 128)The end of the year brings a crucial opportunity to review and optimize financial plans.    In this episode of The Wealth Is In The Details Podcast, Peter Raskin dives into year-end financial planning strategies to keep you ahead of the curve.  Understanding your tax brackets, planning for capital gains and losses, and utilizing charitable contribution strategies are pivotal in managing your finances efficiently.  Whether you’re dealing with capital gains, preparing for retirement, or ensuring your estate plan is in order, there’s actionable advice for everyone looking to secure their financia...2024-12-0434 minWealth Is In The Details PodcastWealth Is In The Details PodcastWhat Keeps Clients Up at Night? (Ep. 127)Financial planning isn’t just about numbers; it’s about addressing the real-life concerns that keep clients awake at night. How do we help clients navigate personal challenges while ensuring their financial stability? What are the most pressing issues clients face today? In this episode of The Wealth Is In The Details podcast, Peter Raskin shares insightful stories from his clients’ wealth journeys, revealing what truly matters to them and how detailed planning can provide peace of mind.  You’ll learn why clients focus on personal, impactful conversations rather than market fluctuations or global ev...2024-11-2737 minWealth Is In The Details PodcastWealth Is In The Details PodcastHow to Incorporate Charitable Giving into Your Financial Plan (Ep. 126)Are you maximizing the tax benefits of your charitable donations? In this episode of Wealth Is In The Details, Peter Raskin dives into the topic of charitable giving, exploring how to frame philanthropy within your financial plan. Learn about the three types of givers and discover tax-efficient strategies such as donor-advised funds and charitable remainder trusts. Peter shares insightful case studies to illustrate how tailored charitable planning can align with both your philanthropic and financial goals. Whether you’re new to philanthropy or looking to enhance your giving strategy, this episode offers valuable tips for everyone. ...2024-11-1329 minWealth Is In The Details PodcastWealth Is In The Details PodcastHome 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 More2024-05-2240 minWealth Is In The Details PodcastWealth Is In The Details PodcastDecoding 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 More2024-04-1729 minWealth Is In The Details PodcastWealth Is In The Details PodcastWhy 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 More2024-03-0624 minWealth Is In The Details PodcastWealth Is In The Details PodcastYear-End Reflections & Personal Stories From the Raskin Planning Group Team (Ep. 112)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 More2024-01-0341 minWealth Is In The Details PodcastWealth Is In The Details PodcastThe Rise And Fall Of Inflation (Ep. 109)Feel like you’re always paying more? In this insightful episode, Peter Raskin explains inflation, examining its recent rise and breaking down its impacts on society. He challenges the common belief that inflation affects everyone the same way, shedding light on its distinct impacts across various income levels. In this episode, Peter dives into: Strategies for … Read More Read More2023-10-1830 minWealth Is In The Details PodcastWealth Is In The Details PodcastHow to Choose the Right Retirement Plan for Your Business (Ep. 107)Think a retirement plan is just another checkbox? Think again. In this episode, Peter Raskin gives us a deep dive into retirement plan options that fit businesses of all sizes. From 401(k) plans with profit-sharing to traditional 401(k)s and SIMPLE IRAs, Peter explains how flexibility and customization are key to achieving both business and employee … Read More Read More2023-09-2038 minWealth Is In The Details PodcastWealth Is In The Details PodcastAnnuities 101 (Ep. 101)Let’s have a little refresher on what annuities are, and if you’ve never heard of them before, don’t worry! Peter breaks them down from the beginning. In this episode, Peter Raskin takes us back to the classroom and covers some of the basics about annuities, starting with a recap of what an annuity is. He … Read More Read More2023-06-2848 minWealth Is In The Details PodcastWealth Is In The Details PodcastThe Life and Legacy of Charlie Raskin (Ep. 98)“A father’s love is forever imprinted on his child’s heart.” In this special episode, we delve into the life and legacy of Charlie Raskin, a man who lived a simple yet profound life. Peter Raskin shares his memories and insights into his father’s life, also known as Chuck and Papa. Through Peter’s recollections, we discover … Read More Read More2023-05-0341 minWealth Is In The Details PodcastWealth Is In The Details PodcastThe Raskin Planning Group Team (Ep. 95)By now, we all know about Peter Raskin and the phenomenal guests we’ve had on the show so far, but who is on the rest of the team at Raskin Planning Group? In this episode, Peter Raskin introduces several of his colleagues at the Raskin Planning Group. Alex LaCroce, Kathryn Broy, Nathanael Lukens, and Ellen … Read More Read More2023-02-0844 minWealth Is In The Details PodcastWealth Is In The Details PodcastHow Personal Biases Can Affect Your Financial Decisions (Ep.89)In today’s world, we are confronted with so many choices, it seems like every minute of the day. The key thing is to recognize that we all have certain tendencies and biases, which make us completely human. In this episode, Peter Raskin discusses how you might not always make the most optimal decisions because of … Read More Read More2022-10-1944 minWealth Is In The Details PodcastWealth Is In The Details Podcast5 Financial Areas To Consider When Year End Planning (Ep.88)The last quarter of the year is approaching, and you don’t want to be rushing around at the last minute trying to finish your year end planning. In this episode, Peter Raskin covers five financial areas to consider when year end planning. He will provide some easy pickings of questions he asks his clients to … Read More Read More2022-10-0536 minWealth Is In The Details PodcastWealth Is In The Details PodcastNavigating Long Term Care with Natasha Heimrath (Ep.87)Many people don’t like to discuss the need for long-term care for their loved ones. However, it is vital to have open communication with your family about your wants and needs before decisions need to be made. In this episode of Wealth Is In The Details, Peter Raskin chats with Natasha Heimrath,  executive director at … Read More Read More2022-09-1442 minWealth Is In The Details PodcastWealth Is In The Details PodcastYour Frequently Asked Questions Answered, Part 2 (Ep.86)Everyone has questions about finance, whether they want to know when to take Social Security or compare renting to buying. In this episode, Peter Raskin continues answering questions he gets asked as a financial advisor, sharing his knowledge and experience on topics everyone wants to know. Peter discusses: Why clients should invest now When to … Read More Read More2022-08-2430 minWealth Is In The Details PodcastWealth Is In The Details PodcastBeing Good Stewards of Physical Health with Leslie JacksonThe past couple episodes have focused on stewardship of our faith, finances and the environment. What about our physical health? Without good physical health, being good stewards of the above is a moot point.  In this episode, Peter Raskin talks with Leslie Jackson*, a registered dietitian nutritionist. She discusses the importance of people having a … Read More Read More2022-08-1043 minWealth Is In The Details PodcastWealth Is In The Details PodcastA Conversation About Residential Solar Energy With George Wood (Ep.84)There is a profound awakening amongst many of us that we need to be stewards of our physical world and we need to protect our environment for the next generation. In this episode, Peter Raskin talks with George Wood, renewable energy consultant at Oak Point Energy Associates, LLC. He discusses why you should consider adding … Read More Read More2022-07-2734 minWealth Is In The Details PodcastWealth Is In The Details PodcastYour Frequently Asked Questions Answered, Part 1 (Ep.83)Time and time again, you might have thought about questions you want answered about your financial plan, changes to your portfolio and so much more. In this episode, Peter Raskin answers some of the frequently asked questions he gets asked as a financial advisor. Peter discusses: If you should make changes to your portfolio given … Read More Read More2022-07-1329 minWealth Is In The Details PodcastWealth Is In The Details PodcastChallenges Can Bring Tasteful Opportunities With Pete Minich (Ep.82)As a business owner, the pandemic might have caused a number of sleepless nights. But on the positive side, it has allowed you to critically think about how you are operating your business to serve your customers. In this episode, Peter Raskin talks with Pete Minich*, owner of Fresh City Kitchen. Pete explains how the … Read More Read More2022-06-2934 minWealth Is In The Details PodcastWealth Is In The Details PodcastStewardship In The Church With Rev. Jolie Olivetti (Ep.81)What is stewardship and why is it important for our families and communities?  In this episode, Peter Raskin speaks with Rev. Jolie Olivetti from the Unitarian Church of Sharon. They discuss how stewardship is a core belief and value for many. Jolie discusses: What it means to be a steward of your community and your … Read More Read More2022-06-1536 minWealth Is In The Details PodcastWealth Is In The Details PodcastInvestment Losses With Peter Raskin (Ep.80)April and May 2022 have been two months to forget for investors, with the market being as volatile as ever, and with losses as high as ever. The job of financial planners has become more challenging.  What is the best way for financial planners to coach their clients on how to best handle the market … Read More Read More2022-06-0135 minWealth Is In The Details PodcastWealth Is In The Details PodcastProtect Yourself Against Cyber Crime and Identity Theft (Ep. 78)The saying “prevention is better than the cure” is typically reserved when discussing physical health.   What if we said the same phrase can be applied to cyber crime and identity theft as well? In this episode, Peter Raskin discusses steps that you can take to reduce your chances of identity theft or a cyber crime … Read More Read More2022-04-1335 minWealth Is In The Details PodcastWealth Is In The Details PodcastTrust Funds and Trustees Lessons with Christopher Holtby (Ep. 75)How well do you understand the process of developing a trust or designating a trustee to your retirement accounts?  In this episode, Peter Raskin speaks with Christopher Holtby, co-founder of Wealth Advisors Trust Company*. Christopher shares what a trust fund is, what a trustee is and the different types of trust fund accounts. He also … Read More Read More2022-03-0237 minWealth Is In The Details PodcastWealth Is In The Details PodcastPersonal Investments With Personal Values with Jeff Wildermuth (Ep. 74)A company’s environmental and social impact is becoming increasingly important to investors.  In this episode, Jeff Wildermuth, a portfolio strategist at Aris investment, a division of AssetMark*, joins Peter Raskin. Jeff shares the wide world of ESG investing, revealing how individuals can invest based on personal values. He also discusses the increasing desire for sustainable … Read More Read More2022-02-1640 minWealth Is In The Details PodcastWealth Is In The Details Podcast73. Stewardship Checklist Tasks That Everyone Should Be Reviewing AnnuallyYou don’t want your assets going to the wrong place or person, right?  That’s why reviewing your financial accounts annually is important. In this episode, Peter Raskin reviews stewardship checklist tasks that you should be reviewing annually. Peter teaches you how you can ensure your assets go to the places you want them to  through … Read More Read More2022-01-1230 minWealth Is In The Details PodcastWealth Is In The Details Podcast72. ‘Tis The Season To Be GratefulThe holidays are filled with love, joy and gratitude. But those feelings shouldn’t only exist during the holidays—it’s important to be grateful year-round. In this episode, Peter Raskin is joined by his team at Raskin Planning Group, Katherine, Alex, Brian and Connor. Each share what they are grateful for, both in their professional and personal … Read More Read More2021-12-1530 minWealth Is In The Details PodcastWealth Is In The Details Podcast71. Cash Is KingStoring money under your mattress may give you easy access to those funds, but it is also a far less secure saving strategy. Depositing your cash in the bank gives you access and security. In this episode, Peter Raskin discusses the importance of liquidity and cash within your financial plan. He reveals how your cash … Read More Read More2021-12-0134 minWealth Is In The Details PodcastWealth Is In The Details Podcast70. Descending The Mountain Of RetirementWhen creating your retirement plan, the income you set aside needs to last throughout your entire retirement. The most important step of your plan is protecting what you put aside. In this episode, Peter Raskin discusses the importance of protecting your income during retirement. He reveals the importance of considering longevity, inflation and sequence of … Read More Read More2021-11-1039 minWealth Is In The Details PodcastWealth Is In The Details Podcast69. Get The 411 On The 1031 With Paulo AguilarLet’s face it—everyone loves a tax-deferred financial strategy, and the real estate business is no different. Enter: the 1031 tax exchange, which allows the owner of US real estate to defer the capital gains tax owed on the sale of the property. In this episode, Peter Raskin is joined by Paulo Aguilar, vice president at … Read More Read More2021-10-2734 minWealth Is In The Details PodcastWealth Is In The Details Podcast68. Five Reasons To Have A Long Term Contingency PlanDo you have a plan in place for long-term care in case you reach a point in life where you can no longer care for yourself? In this episode, Peter Raskin discusses five reasons to include a long-term contingency plan in your overall retirement plan. Peter reveals the questions you should ask yourself and your … Read More Read More2021-10-0631 minWealth Is In The Details PodcastWealth Is In The Details Podcast67. The First Step To The American DreamThe American dream can be easily imagined, with a loving partner, children and the perfect home. Have you considered including your child’s first step towards the American dream in your financial plan?  In this episode, Peter Raskin discusses the steps for children buying their first home and the role of the parents during this process. … Read More Read More2021-09-2228 minWealth Is In The Details PodcastWealth Is In The Details Podcast66. The Conversation About Healthcare Advocacy with Dianne SavastanoThe healthcare system can be difficult to navigate—between the technical terms, the insurance and the after care for patients. Healthcare advocates offer support as they guide you down the path to making the best decisions for you. In this episode, Peter Raskin is joined by Dianne Savastano, founder and principal of Healthassist. Dianne shares her … Read More Read More2021-09-0834 minWealth Is In The Details PodcastWealth Is In The Details Podcast65. Concierge Care 24/7 365 with Dr. Ned LegareHaving a financial planner on call provides peace of mind for your money. How can you provide that same peace of mind for your health? In this episode, Peter Raskin is joined by Dr. Ned Legare, MD, FACP, to discuss his approach to wellness. Ned shares how the shift to concierge care benefits his patients, … Read More Read More2021-08-2537 minWealth Is In The Details PodcastWealth Is In The Details Podcast64. The Reliable Bonds Of Your Portfolio with Stan SattlerThe media always talks about how you should invest and why you should avoid high interest bonds. But what is the real truth about bonds? In this episode, Peter Raskin is joined by Stan Sattler, vice president of Belle Haven Investments. Stan discusses what bonds are, how they work within your portfolio and the potential … Read More Read More2021-08-1128 minWealth Is In The Details PodcastWealth Is In The Details Podcast63. The Monte Carlo Of Financial PlanningCreating a financial plan for retirement requires answers to what the future will bring. While we can’t predict what’s to come with one hundred percent accuracy, we can create adjustments during life’s journey to make an educated gamble. In this episode, Peter Raskin discusses different factors to consider when creating your financial plan. Peter discusses … Read More Read More2021-07-2229 minWealth Is In The Details PodcastWealth Is In The Details Podcast62. Your Financial Plan And Your Nonprofit Involvement Aren’t So Different with Charles GagnonYour financial plan is only as good as the different components it is made up of, similar to the way a nonprofit is only as good as the organizational structure. In this episode, Peter Raskin is joined by Charles Gagnon, CEO of Volunteers of America Massachusetts. Charles leads the strategic vision and mission to build … Read More Read More2021-07-1441 minWealth Is In The Details PodcastWealth Is In The Details Podcast61. The Five Biggest Financial Planning Mistakes Made During the PandemicAs we begin to reopen, what have we learned about our financial plan during the pandemic? How will it mold our actions during the next crisis? In this episode, Peter Raskin discusses the five biggest financial planning mistakes people made during the pandemic. He looks back at the lessons we all learned and how to … Read More Read More2021-06-3032 minWealth Is In The Details PodcastWealth Is In The Details Podcast60. Planning Today For The Needs Of The Future – with Abe ShtulsaftGood financial planning takes into account all possibilities, even the possibilities that you don’t want to consider. In this episode, Peter Raskin is joined by Abe Shtulsaft, director of planning at Lincoln Financial Advisors. Peter and Abe discuss special needs and disability planning and the potential planning struggles faced by families in these situations. Abe … Read More Read More2021-06-1640 minWealth Is In The Details PodcastWealth Is In The Details Podcast59. Investment Gains, Losses And The Taxes BetweenNot everyone enjoys tax planning, but it’s important to remember that the benefits earned through preparedness are enjoyable for all. In this episode, Peter Raskin discusses the role of taxes within financial planning. He discusses the different types of investments, how each is taxed and the role they play in your overall portfolio. You will … Read More Read More2021-06-0237 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 58 – What It’s Like To Own, Run, and Manage A Construction Company – With Jeff McLindenIt’s no secret that our kitchens and bathrooms constantly need improvements and upgrades, and JM Construction’s Jeff McLinden is here to help.  In this episode, Peter Raskin sits down with Jeff McLinden, owner of JM Construction, a small high-end remodeling company based in Framingham, Massachusetts. Jeff shares his company’s perspective around proprietorship, management, and homeowner-related … Read More Read More2021-05-1941 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 57 – Using Strategic Planning As A Tool To Grow Your Business – With Kevin PolandThe Renaissance Group’s one-page strategic plan is all about helping business owners build a great business and live a great life.  In part two of this two part series, Peter Raskin sits down once again with The Renaissance Group’s Kevin Poland to address everything surrounding strategic planning so that you too can start outlining future … Read More Read More2021-04-2141 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 56 – Invest In Yourself, And Hire a Coach – With Guest Kevin PolandThe Renaissance Group provides advice and guidance to businesses that are ready to build a great business and live a great life.  In this episode, Peter Raskin sits down with his former business coach, Kevin Poland from The Renaissance Group. Today, Kevin addresses his organization’s coaching and consulting model designed to help you develop the … Read More Read More2021-04-0733 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 54: How to Design and Implement Your Estate Plan – With Brett KaufmanYou’ve worked hard on creating an estate plan that will transfer your wealth and values to those you love. However, if not appropriately implemented, all that hard work could go to waste. To help you learn the steps that will help you to properly carry out your estate plan, Peter Raskin sits down with Brett … Read More Read More2021-03-1038 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 53: Break Away from Being an Income MachineMany 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 … Read More Read More2021-02-2428 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 52: Giving to Create a LegacyThere 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 … Read More Read More2021-02-1036 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 51: Behind the Scenes of the Boston Restaurant Industry – With Jasper WhiteOne 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, … Read More Read More2021-01-2845 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 50 – Growing Your Business for Your Exit – With John LeonettiBusiness 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 … Read More Read More2021-01-2047 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 49 – A Deep Dive into Employee Stock Ownership Plans (ESOP) – With Guest Richard GlassmanAn 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 … Read More Read More2021-01-0642 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 48 – Health Insurance For Small Businesses – With Guest Patrick MccullomHealth 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 … Read More Read More2020-12-1639 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 46 – How to Prepare Your Successor Before Exiting Your Business – With Abby DonnellyTo hand off your business to a successor who will keep leading with similar values and goals, you need a strategic succession plan that aligns with the skills, experience, and capabilities of your business. In this episode of The Wealth Is In The Details, Peter Raskin welcomes the Leadership & Legacy Group’s Abby Donnelly to … Read More Read More2020-11-1838 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 45 – Exit Strategies for Business OwnersChoosing to leave your business can be a difficult decision, but is one that must ultimately be made. Today, Peter Raskin discusses exit strategies for small business owners. He dives into the financial and mental struggle that can come when choosing to leave, and reveals how planning for your exit early can both guide and … Read More Read More2020-11-0431 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 44 – Election Season: The Correlation Between Markets and Government PoliciesWith election season upon us, many Americans are anticipating what’s to come from the 2020 presidential election — and what the election and its resulting presidency could mean for the markets. In this episode, join Peter Raskin as he debunks the common belief that markets are influenced by politicians and their policies. Peter breaks down … Read More Read More2020-10-2628 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 43 — Home Is Where The Heart Is — With Amy RobertsFrom selling your home to packing up and settling into your new house, moving can be an incredibly stressful experience.  But what if someone could help make your move a little easier? In this episode, Peter Raskin welcomes Out of the Box Moves’ Amy Roberts. Together, they discuss the most stressful parts of the moving … Read More Read More2020-09-2333 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 42 — Lives Well-Lived and Well-PlannedAs a financial planner, Peter Raskin has the privilege of accompanying families on their journey through life. He also has the pleasure of seeing first-hand how comprehensive financial planning can enhance a family’s life.  Today, Peter Raskin highlights how planning can lead to well-lived lives. He reveals why and how some people become millionaires without … Read More Read More2020-09-0926 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 41— 5 Reasons Why You Should be Reviewing Your Plan AnnuallyWhen was the last time you reviewed your financial plan? In this episode, Peter Raskin reveals why he recommends reviewing financial plans each year. He also shares what you should be considering when reviewing your plan and the adjustments your plan may require as you progress through life’s changes. In this episode, you will learn: … Read More Read More2020-08-2628 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 40 — The Intricacies and Simplicities of Wine — With Jason LeeSome say that there’s always time for a glass of wine. But with a wide variety of wines to choose from, how should you choose which to drink — and when? Today, Peter Raskin joins Jason Lee, the owner and CEO of VINOvations, to explore Jason’s expertise and his wealth journey in the business of … Read More Read More2020-08-1235 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 39 – What to Know Before You Buy or Refinance Your HomeInterest rates are almost at the lowest they have ever been. Are you thinking about buying or refinancing a house? Today, Peter Raskin speaks with David Fay, a mortgage loan officer with the Washington Trust Mortgage Company, about what to consider before choosing a mortgaging. David also provides clarity on options for loans and interest … Read More Read More2020-07-2937 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 38 – Technology to Stay Organized, Provide Clarity, and Enhance CommunicationTechnology has become the foundation of our modern world. During times of uncertainty, like what we’ve experienced in 2020, technology has proved just how useful it can be. Today, Peter Raskin explores the world of technology and the benefits it can provide both professionally and personally. In this conversation, Peter also addresses the possibility of … Read More Read More2020-07-1535 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 37- How to Bear With This Bear MarketDo you know what a bear market is? Here’s a hint: we are currently experiencing this type of market. In this episode, Peter Raskin explores bear markets and the effect they have on the financial industry. Peter additionally discusses strategies to help you navigate these types of markets.  In this episode, you will learn: What … Read More Read More2020-07-0135 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 36 — Making No Decision is Still a DecisionDon’t wait for a big event to start the planning process. Begin your financial plan today and continue that plan for the rest of your life. In this episode, Peter Raskin opens a conversation about the importance of making the decision to start your financial plan. He provides examples of how different decisions, or no … Read More Read More2020-06-2428 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 35: Financial Jargon ExplainedHow often are you talking with your financial advisor, only for them to mention a word you don’t understand? If you don’t understand certain terms, you might know why your portfolio is constructed in a particular way.  In this episode, Peter Raskin goes over a variety of financial terms that most people don’t understand. He … Read More Read More2020-06-1034 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 34 – Securing Your Future With the SECURE ActWhen was the last time you reviewed your retirement plan? Now might be the time—the introduction of the new SECURE Act may impact your plan for the future. In this episode of the Wealth Is In The Details Podcast, Peter Raskin breaks down the SECURE Act and how it may impact your retirement planning.  In … Read More Read More2020-05-2727 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 33 – 5 Financial Actionable Items For COVID-19Everyone is nervous during this pandemic. But what should you focus on when trying to arrange your finances? Today, Peter Raskin talks about the effect COVID-19 has on the financial market and individual portfolios alike. Peter also shares five action items you should look at when dealing with personal finances to help both you and … Read More Read More2020-04-2933 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 32 – Taking Care of Business: Small Business Retirement PlansLike most other people, small business owners have financial goals, objectives, assets, liabilities, and expenses. But they also have an extra asset: their business. How can business owners plan for retirement when their business is in the mix? In this episode, Peter Raskin shares what small business owners need to consider when building retirement plans. … Read More Read More2020-04-2229 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 31 – The Art of Downsizing in Boston— With Deborah LucciYour kids will probably be grown up and independent by the time you retire. At this point, your family home might start to feel too big and too empty. You might decide that it’s time to downsize. In this episode, Peter Raskin is joined by top Massachusetts realtor Deborah Lucci. Deborah generously shares insights into … Read More Read More2020-03-2537 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 30 – 4 Options for Funding Your Child’s EducationWe all want the best for our children, which includes providing them with the best education possible. Whether you’re planning for private school or college, the question remains the same: How will you fund it? In this episode of Wealth Is in the Details Podcast, Peter Raskin takes you through the four options available to … Read More Read More2020-03-1137 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 29 – Becoming a Good Steward of Your Finances With a ChecklistHave you ever considered revisiting and reviewing your financial plan every quarter? The beauty of planning ahead is that it opens up space for relaxing and being present.  In this episode, Peter Raskin shares ideas on how to become a better steward of your money by using a checklist. Raskin Planning Group has created a … Read More Read More2020-02-2630 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 28 – Trust Is About Certainty and Love — With Dean Mioli“Trust” is defined as having a reliance on the integrity, ability, and surety of a person or a thing. In short, trust equals certainty.  With estate planning, anyone who sets up a trust does so because they want to feel certain about a future outcome.  In this episode, Peter Raskin is joined by Dean Mioli, … Read More Read More2020-02-1238 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 26 – How to Align Your Values With Your InvestingWhen you align your financial plans with your personal values, it becomes much easier to achieve your goals.  In this episode, Peter Raskin explains how he helps his clients align their values with their financial plans through an approach called responsible investing. This episode is a must-listen for anyone who wants to choose the companies … Read More Read More2020-02-1024 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 27 – How to Plan for the Final Third of Your Life — With Karen WassermanOur lives can be divided into thirds: young life, adulthood, and retirement. During adulthood, we’re in the thick of experiencing life, yet this is when we must invest the most time in planning for our final third, retirement.  In this episode of Wealth Is in the Details Podcast, Peter Raskin sits down with Karen Wasserman, … Read More Read More2020-01-2935 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 25 – Do You Know Your Investment Risk Tolerance?For many Americans, the idea of “risk” when it comes to your investments can be scary. You want to feel secure in your finances, especially when it comes to your future.  In this episode, Peter Raskin debunks common misconceptions about risk in the market and explains why risk can be a good thing.  In this … Read More Read More2019-12-3029 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 24 – Make Your Travel Dreams Come True — With Jacqui LewisIt’s important to build your financial plan around more than just your needs — to consider your wants as well.  In this episode of Wealth is in the Details Podcast, Peter Raskin speaks with guest Jacqui Lewis, president and managing director of Audley Travel North America. Jacqui gives you special insight into the travel expertise … Read More Read More2019-12-1831 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 23 – Answers to Your Top Personal Finance QuestionsAre friends and media your main sources of financial information?  Today, Peter Raskin answers his clients’ top questions with a special focus on Social Security benefits. This is an informative conversation that will help you gain clarity that media (and even friends) can’t offer when it comes to getting expert financial advice.  In this episode, … Read More Read More2019-12-0433 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 22 – To Roth or Not to RothIt’s an age-old question: to Roth or not to Roth? Deciding whether to use a Roth IRA for your retirement savings can be a tricky decision. In this episode of Wealth Is in the Details Podcast, Peter Raskin explains the parameters of the Roth IRA and helps you to decide whether it’s right for you. … Read More Read More2019-11-2027 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 21 – What Are Your Financial Assumptions?Biases are a part of everyday life. Financial assumptions can be harmful to your financial goals…but not always! In this episode, Peter Raskin explains how assumptions can impact your long-term financial goals, both positively and negatively.  In this episode, you will learn: Why you need to be cautious when making assumptions about finances How small … Read More Read More2019-11-0629 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 20 – Is a Target Date Fund Right for You?In today’s world, more and more people are investing in a target date fund (TDF) when saving for retirement.  In this episode, Peter Raskin discusses why target date funds are so popular and then helps you to consider whether this investment approach is right for you.  In this episode, you will learn: How risk and … Read More Read More2019-10-2324 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 19 – Make a Final Thoughtful Gift to Your Family — With Carl GoldmanPlanning your own funeral may seem morbid, but in reality, it is the final thoughtful gift you can leave for your loved ones.  In this episode, Peter Raskin sits down with licensed funeral director Carl Goldman to discuss why you should plan for your funeral and what steps are involved.  In this episode, you will … Read More Read More2019-10-0934 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 18 – Property and Liability Insurance — With Guest Bob MansfieldNo one likes to spend a lot of time thinking about bad things that might happen. However, in the economic reality in which we live, it is critical and prudent to be prepared.  In this episode, Peter Raskin sits down with guest Bob Mansfield, an expert in property and liability insurance at HUB International, to … Read More Read More2019-09-2527 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 17 – Discussing Health Care and Medicare Concerns in Retirement — With Camille BarronHow will you handle the transition from using your employer’s health insurance plan to individual insurance once you retire? This is a shift that many people find overwhelming. This episode is all about giving you the support and answers you need to prepare for that transition. Peter Raskin is joined by health care insurance specialist … Read More Read More2019-09-1135 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 16 – Contingency Planning for RetirementMany things in life are outside of our control. However, planning for those uncontrollable events places you back in the driver’s seat. In this episode of Wealth Is in the Details Podcast, Peter Raskin discusses contingency planning and how what we plan for is something we can control. In this episode, you will learn: Why … Read More Read More2019-08-2822 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 15 How Does Social Security Fit into Your Investment Plan?Think of your retirement as a three-legged stool: Social Security is the first leg, your employer-sponsored plan and IRAs are the second leg, and the third leg is your non-retirement investments and savings. In this episode of the Wealth Is in the Details Podcast, Peter Raskin focuses on the first leg, Social Security, and how … Read More Read More2019-08-1428 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 14 – Health Savings Accounts Are the Best Thing Since Sliced BreadHealth savings accounts (HSAs) are becoming increasingly popular as more employers make them available to their employees. However, with a new savings option comes more to learn. In this episode of Wealth Is in the Details Podcast, Peter Raskin explains the ins and outs of HSAs and how to use them to your benefit. In … Read More Read More2019-07-2429 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 13 – How to Prepare for the 5 Biggest Risks in RetirementLife is unpredictable, and trying to prepare for everything makes it difficult to be fully prepared for anything. In this episode of Wealth Is in the Details Podcast, Peter Raskin gives you direction as he pinpoints the five biggest retirement risks and how to prepare for them. In this episode you will learn: The five … Read More Read More2019-07-1022 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 12 –  How to Plan for Contingencies in RetirementThanks to technology, humans are living longer than ever before, and it is important to consider that when planning for retirement. On that note, Peter Raskin explains the importance of contingency planning in retirement with a special focus on healthcare costs. In this episode, you will learn: How to insure your long-term care costs in … Read More Read More2019-06-2623 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 9 – Charitable Planning Can Be a Win-Win-WinIs giving to charity one of your financial goals? If so, you’ll be happy to discover the many benefits that your donations can bring—not only to the receiver but to you and your family! In today’s episode, Peter Raskin shares his expertise in charitable giving and how it can be a win-win-win for all involved. … Read More Read More2019-05-1526 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 8 – Financial Decision Making Isn’t Always RationalDid you stop for coffee and breakfast this morning, and do you plan on grabbing a sandwich at a café for lunch? Have you considered how eating out every day could be taking a bite of your wallet? In this episode, Peter Raskin explains how the small decisions we make can be consequential— and why … Read More Read More2019-05-0129 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 7 – Tax Planning is a Year-Round Process – Part 4A mini-series about year-round tax planning wouldn’t be complete without discussing investment tax management. In part four, Peter Raskin discusses his investment tax management recommendations, including the advantages of capital gains and dividend tax rates. Then he dives into the ins and outs of stepped-up basis and gifting strategies. In this episode, you will learn: … Read More Read More2019-04-1724 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 6: Tax Planning is a Year-Round Process – Part 3In part three of his series, Peter Raskin discusses how asset location can make a difference in your tax plan. Don’t miss this opportunity to learn which strategies Peter uses to help his clients reach their wealth goals. In this episode, you will learn: About a case study in which a couple withdrew money from … Read More Read More2019-04-0327 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 5 – Tax Planning as a Year-Round Process – Part 2Wealth is a journey, and that journey lasts year-round. In part two of his tax planning mini-series, Peter Raskin dives deeper into the year-round planning process of tax planning, highlighting his point of view on taxes and why he thinks they’re important. In this episode, you’ll learn: How the political landscape will affect taxes in … Read More Read More2019-03-2030 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 4 – Tax Planning as a Year-Round Process – Part 1When many Americans think about tax planning, they think of tax season – a short-term process which lasts a couple months at most. However, in this episode of the Wealth is in the Details podcast, Peter Raskin explains how tax planning is really a year-round process. In this episode, you’ll learn about: The difference between … Read More Read More2019-03-0625 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 2: It’s All About the Relationships – Part 1Financial planning is about making the most of your money and assets. However, it’s also about the relationship between clients and advisors. In part one of his two-part series on the Raskin Planning Group process, Peter Raskin explains his on-boarding procedures and the importance of building strong relationships with clients. In this episode, you’ll learn: … Read More Read More2019-02-0622 minWealth Is In The Details PodcastWealth Is In The Details PodcastEpisode 1 – Meet Peter Raskin of Raskin Planning GroupPeter Raskin has served the Boston area as a financial advisor for over 30 years. He’s the lead financial planner at Raskin Planning Group, which he founded with the mission to help individuals and families with their comprehensive financial needs. In this inaugural episode of the Wealth is in the Details podcast, get to know … Read More Read More2019-01-2225 min