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

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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Understanding the Risks at the Top of Your Financial Planning Pyramid (Ep. 120)

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)

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)

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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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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