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

April 7, 2021 33 min
The 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 … Continue reading Episode 56 – Invest In Yourself, And Hire a Coach – With Guest Kevin...
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Most of you have been working for a long time, and as a result, have become good savers.  However, at some point in life, you will retire, rely upon the wealth you built, and eventually pass down everything you have to someone or something you care about.   While preparing your assets to be passed on, … Continue reading Episode 55: The Difference Between “Live On” and “Leave On” Assets →
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You’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 … Continue reading Episode 54: How to Design and Implement Your Estate Plan – With Brett Kaufman →
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Many 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 … Continue reading Episode 53: Break Away from Being an Income Machine →
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February 10, 2021 36 min
There 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 … Continue reading Episode 52: Giving to Create a Legacy →
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One 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, … Continue reading Episode 51: Behind the Scenes of the Boston Restaurant Indust...
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Business 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 … Continue reading Episode 50 – Growing Your Business for Yo...
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An 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 … Continue reading Episode 49 – A Deep Dive into Employee Stock Ownership Plans (ESOP) – With Guest Richar...
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Health 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 … Continue reading Episode 48 – Health Insurance For Small Businesses – With Guest ...
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Over the years, Raskin Planning Group has developed a process to help small business owners exit their business on their terms.  One major part of this planning process is understanding the factors that are involved in determining and appraising the value of business owners’ most important and largest asset, their business. In this episode, Peter … Continue reading Episode 47 – What is Your Business Worth? — With Chris Mellen →
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To 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 … Continue reading Episode 46 – How to Prepare Your Successor Before Exiting Your Business – With Abby D...
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Choosing 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 … Continue reading Episode 45 – Exit Strategies for Business Owners →
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With 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 … Continue reading Episode 44 – Election Season: The Correlation Between Markets and Governme...
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From 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 … Continue reading Episode 43 — Home Is Where The Heart Is — With Amy Roberts →
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As 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 … Continue reading Episode 42 — Lives Well-Lived and Well-Planned →
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When 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: … Continue reading Episode 41— 5 Reasons Why You Should be Reviewing Your Plan Annually →
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Some 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 … Continue reading Episode 40 — The Intricacies and Simplicities of Wine — With Jason Lee →
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Interest 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 … Continue reading Episode 39 – What to Know Before You Buy or Refinance Your Home →
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Technology 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 … Continue reading Episode 38 – Technology to Stay Organized, Provide Clarity, ...
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Do 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 … Continue reading Episode 37- How to Bear With This Bear Market →
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