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

December 3, 2025 28 mins
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 …

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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. …

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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 …

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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 …

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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 …

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From new tax rules to little-known retirement plan strategies, 2025 is shaping up to be a year of significant changes for many taxpayers. In this episode, Peter Raskin unpacks timely provisions from the “One Big Beautiful Bill Act,” explains a tax-saving approach for employer stock, and addresses the impact of Massachusetts’ Millionaires’ Tax. With practical …

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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