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

June 29, 2022 34 min
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 … Continue reading Challenges Can Bring Tasteful Opportunities With Pete Minich (Ep.82) →
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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 … Continue reading Stewardship In The Church With Rev. Jolie Olivetti (Ep.81) →
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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 … Continue reading Investment Losses With Peter Raskin (Ep.80) →
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Investors see capital gains as both good and bad news for their investment portfolio.  The good took place in 2021 when investors saw increased capital on their investments. The bad took place in the form of increased tax payments.  What is the best way for investors to maneuver between these two extremes?  In this episode, … Continue reading The Good and Bad News of Realized Capital Gains (Ep. 79) →
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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 … Continue reading Protect Yourself Against Cyber Crime and Identity Theft (Ep. 78) →
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Direct indexing is an index investing strategy that involves directly purchasing the components of a mutual fund or an ETF at the appropriate weights. You may be wondering why an investor would want to complete so many transactions for similar holdings to a one-and-done mutual fund purchase. But there are specific potential benefits to direct … Continue reading The Gains and Losses of Direct Indexing with Matt Potter (Ep. 77) →
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There is no shortage of charitable causes—and it’s impossible to give to every single one. It’s important to ask yourself some critical questions to help determine where you would like to allocate your funds: What is the cause? Who is the money going to? Why should I give my money away? In this episode, Peter … Continue reading Lessons in Donations with Ken Nopar (Ep. 76) →
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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 … Continue reading Trust Funds and Trustees Lessons with Christopher Holtby (Ep. 75) →
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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 … Continue reading Personal Investments With Personal ...
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You 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 … Continue reading 73. Stewardship Checklist Tasks That Everyone Should Be Reviewing Annually →
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December 15, 2021 30 min
The 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 … Continue reading 72. ‘Tis The Season To Be Grateful →
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December 1, 2021 34 min
Storing 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 … Continue reading 71. Cash Is King →
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November 10, 2021 39 min
When 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 … Continue reading 70. Descending The Mountain Of Retirement ?
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Let’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 … Continue reading 69. Get The 411 On The 1031 With Paulo Aguilar →
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Do 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 … Continue reading 68. Five Reasons To Have A Long Term Contingency Plan →
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September 22, 2021 28 min
The 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. … Continue reading 67. The First Step To The American Dream →
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The 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 … Continue reading 66. The Conversation About Healthcare Advocacy with Dianne Savasta...
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Having 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, … Continue reading 65. Concierge Care 24/7 365 with Dr. Ned Legare →
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The 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 … Continue reading 64. The Reliable Bonds Of Your Portfolio with Stan Sattler →
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Creating 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 … Continue reading 63. The Monte Carlo Of Financial Planning →
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