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

73. Stewardship Checklist Tasks That Everyone Should Be Reviewing Annually

Posted January 12, 202200:30:47

You don’t want your assets going to the wrong place or person, right?  That’s why reviewing your financial accounts annually is important. In this...

72. ‘Tis The Season To Be Grateful

Posted December 15, 202100:30:25

The holidays are filled with love, joy and gratitude. But those feelings shouldn’t only exist during the holidays—it’s important to be grateful...

71. Cash Is King

Posted December 1, 202100:34:32

Storing money under your mattress may give you easy access to those funds, but it is also a far less secure saving strategy. Depositing your cash in...

70. Descending The Mountain Of Retirement

Posted November 10, 202100:39:28

When creating your retirement plan, the income you set aside needs to last throughout your entire retirement. The most important step of your plan is...

69. Get The 411 On The 1031 With Paulo Aguilar

Posted October 27, 202100:34:16

Let’s face it—everyone loves a tax-deferred financial strategy, and the real estate business is no different. Enter: the 1031 tax exchange, which...