Wealth Is In The Details Podcast
Welcome to the “Wealth-Is-In-The-Details” Podcast. In this podcast, financial planner Peter Raskin helps families and business owners understand and prepare for their wealth journey. Along the way, thoughtful and detailed planning can provide clarity an
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Recent Episodes
Protect Yourself Against Cyber Crime and Identity Theft (Ep. 78)
The saying “prevention is better than the cure” is typically reserved when discussing physical health. What if we said the same phrase can be applied...
The Gains and Losses of Direct Indexing with Matt Potter (Ep. 77)
Direct indexing is an index investing strategy that involves directly purchasing the components of a mutual fund or an ETF at the appropriate weights.
You...
Lessons in Donations with Ken Nopar (Ep. 76)
There is no shortage of charitable causes—and it’s impossible to give to every single one. It’s important to ask yourself some critical questions...
Trust Funds and Trustees Lessons with Christopher Holtby (Ep. 75)
How well do you understand the process of developing a trust or designating a trustee to your retirement accounts? In this episode, Peter Raskin speaks...
Personal Investments With Personal Values with Jeff Wildermuth (Ep. 74)
A company’s environmental and social impact is becoming increasingly important to investors. In this episode, Jeff Wildermuth, a portfolio strategist...
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