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

The Power of Direct Indexing: Personalization, Control, and Tax Efficiency (Ep. 143)

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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Building Your Year-End Financial Checklist (Ep. 142)

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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Protecting Wealth Through Insurance with Robert Mansfield, CPCU (Ep. 141)

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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2025 Tax Law Updates and Strategic Planning (Ep. 140)

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 Aren’t Everything: Prioritizing Your Financial Objectives (Ep. 139)

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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Financial Realities of Later-Life Marriages (Ep. 138)

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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Understanding Biases That Shape Your Financial Behavior (Ep. 137)

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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Managing Wealth Amidst Uncertainty (Ep. 136)

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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Planning for Uncertainty: Retirement Income Strategies (Ep. 135)

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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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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