Wealth Is In The Details Podcast

Wealth

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

Claim This Profile

Basic Member

Latest Episodes

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 …

Read More Read More

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 …

Read More Read More

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 …

Read More Read More

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 …

Read More Read More

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, …

Read More Read More

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 …

Read More Read More

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 …

Read More Read More

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 …

Read More Read More

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 …

Read More Read More

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.

Contact Podcasts