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

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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Stress-Free Tax Preparation (Ep. 134)

Tax season can be overwhelming, but with some simple strategies, you can transform it into a manageable process. In this episode, Peter Raskin outlines practical tips for preparing your taxes with ease. From organizing documents to leveraging deductions and credits, Peter shares actionable insights to make tax preparation less daunting. He emphasizes the importance of …

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Insights from Peter Raskin regarding Financial Planning in Turbulent Times (Ep. 133)

In today’s uncertain financial landscape, mastering the balance between planning for the future and living in the present is essential. How do political shifts influence personal financial decisions? How can investors navigate risk while maintaining security in their portfolios? Join host Peter Raskin as he discusses the importance of financial planning amidst economic and political …

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Unlocking the Potential of Trusts with Kendalynn Mowery (Ep. 132)

Trusts offer powerful tools for protecting assets, reducing taxes, and planning for future generations. But how do you choose the right structure for your unique needs? This week, Peter Raskin is joined once again by Kendalynn Mowery from Premier Trust Company to explore the benefits and strategies behind Nevada-based trusts. Kendalynn shares actionable insights into …

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Reflecting on 2024 and Anticipating 2025 with the Raskin Planning Team (Ep. 131)

Curious about the behind-the-scenes dynamics of Raskin Planning Group? How about discovering some personal stories from the faces powering the financial planning services? In this episode, Peter Raskin welcomes the entire Raskin Planning Group team to review 2024 and look ahead to 2025. Get to know Kathryn, Alex, Tony, and Josh as they share personal …

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Planning for the Future: Life Insurance as a Tool for Security and Legacy (Ep. 130)

Life insurance is more than a financial product—it’s a way to express love and care for your family and future. How can life insurance provide stability in uncertain times? How does it evolve with your goals throughout life? In this episode, Peter Raskin discusses the essential role of life insurance in creating wealth, liquidity, and …

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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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