Wealth Is In The Details Podcast

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"Wealth Is In The Details" Podcast, hosted by financial planner Peter Raskin.

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Latest Episodes

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

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)

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)

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)

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

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)

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)

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)

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)

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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Bio of Wealth Is In The Details Podcast

"Wealth Is In The Details" Podcast, hosted by financial planner Peter Raskin, is dedicated to helping families and business owners navigate their wealth journey with clarity and confidence. In each episode, Peter delves into the intricacies of financial planning, sharing stories and insights that shed light on the diverse paths people take toward building and managing their wealth.

With a focus on the importance of thoughtful and detailed planning, Peter empowers his audience to make informed financial decisions that align with their goals and values. By exploring a wide range of topics, including investment strategies, retirement planning, tax optimization, estate planning, and more, the podcast provides listeners with valuable information and perspectives to guide them on their wealth journey.

Peter's expertise as a financial planner, combined with his engaging storytelling style, makes the podcast accessible and relatable to individuals at different stages of their financial lives.

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