Wealth Is In The Details Podcast

Wealth Is In The Details Podcast

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.

Episodes

Taxes Aren’t Everything: Prioritizing Your Financial Objectives (Ep. 139)

August 6, 2025 • 35 mins
Taxes may be inevitable, but how you approach them can make a meaningful difference in your long-term financial path. In this episode, Peter Raskin unpacks the recently signed “One Big Beautiful Bill” and what it means for families and individuals. More importantly, he breaks down how to think about taxes not in isolation, but in …

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Financial Realities of Later-Life Marriages (Ep. 138)

July 16, 2025 • 28 mins
Love and finances often intertwine in unexpected ways, especially in later-life marriages.  From tax strategies to estate planning, every decision reflects a delicate balance between personal connection and practical considerations. In this episode, Peter Raskin explores the unique financial challenges faced by older couples tying the knot. With stories and strategies, Peter offers guidance to …

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Understanding Biases That Shape Your Financial Behavior (Ep. 137)

June 25, 2025 • 31 mins
Your emotions may be costing you more than you think, especially when it comes to financial decisions. In this episode, Peter Raskin explores how common behavioral biases influence investor decisions and why recognizing them is crucial for effective long-term planning. He reflects on his recent travels to Morocco and connects those insights with the emotional …

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Managing Wealth Amidst Uncertainty (Ep. 136)

June 4, 2025 • 30 mins
Uncertainty looms in every corner of our lives, but can we turn it into clarity? How do financial decisions shape long-term security and day-to-day sense of security?  What strategies can help align investments with life’s changing seasons? In this episode, Peter Raskin reflects on balancing short-term challenges with long-term objectives, explaining how clients can maintain …

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Planning for Uncertainty: Retirement Income Strategies (Ep. 135)

April 7, 2025 • 25 mins
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 …

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Stress-Free Tax Preparation (Ep. 134)

March 21, 2025 • 27 mins
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 …

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Insights from Peter Raskin regarding Financial Planning in Turbulent Times (Ep. 133)

March 4, 2025 • 35 mins
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 …

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Unlocking the Potential of Trusts with Kendalynn Mowery (Ep. 132)

February 12, 2025 • 23 mins
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 …

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Reflecting on 2024 and Anticipating 2025 with the Raskin Planning Team (Ep. 131)

January 22, 2025 • 39 mins
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 …

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Planning for the Future: Life Insurance as a Tool for Security and Legacy (Ep. 130)

December 31, 2024 • 32 mins
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 …

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Understanding Trusts: An Essential Tool in Estate Planning (Ep. 129)

December 19, 2024 • 35 mins
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, …

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Proactive Year-End Financial Planning for 2024 (Ep. 128)

December 4, 2024 • 34 mins
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 …

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What Keeps Clients Up at Night? (Ep. 127)

November 27, 2024 • 37 mins
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 …

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How to Incorporate Charitable Giving into Your Financial Plan (Ep. 126)

November 13, 2024 • 29 mins
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 …

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Transcript

How Upcoming Tax Changes Could Impact Your Finances (Ep. 125)

October 9, 2024 • 19 mins
Are you ready to navigate the potential tax changes on the horizon? Understanding how upcoming tax law changes can impact your financial plan is critical! Get ahead of these changes with proactive planning. In this episode of Wealth Is In The Details, Peter Raskin discusses the implications of upcoming tax law changes and how they …

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

September 18, 2024 • 54 mins
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 …

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Financial Planning Rules of Thumb (Ep. 123)

August 29, 2024 • 31 mins
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 …

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

August 7, 2024 • 32 mins
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 …

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

July 10, 2024 • 21 mins
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 …

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

June 26, 2024 • 40 mins
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 …

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