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

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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Building a Diversified Portfolio Through Alternative Investing with William Wolfe (Ep. 116)

June 12, 2024 • 34 mins
You’ve probably heard of alternative lifestyles and alternative facts, but are you familiar with alternative investments? This week on Wealth is in The Details, Peter Raskin and William Wolfe from FS Investments talk about alternative investing to educate listeners about alternative investments and how they can complement traditional portfolios. William explains how the accessibility of …

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Home Ownership vs. Renting: What’s the Best Choice for You? (Ep. 119)

May 22, 2024 • 40 mins
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 …

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Decoding Financial Jargon Part 2 (Ep. 118)

May 8, 2024 • 27 mins
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 …

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Decoding Financial Jargon Part 1 (Ep. 117)

April 17, 2024 • 29 mins
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. …

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