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
Creating a financial plan for retirement requires answers to what the future will bring. While we can’t predict what’s to come with one hundred...
Your financial plan is only as good as the different components it is made up of, similar to the way a nonprofit is only as good as the organizational...
As we begin to reopen, what have we learned about our financial plan during the pandemic? How will it mold our actions during the next crisis? In this...
Good financial planning takes into account all possibilities, even the possibilities that you don’t want to consider. In this episode, Peter Raskin...
Not everyone enjoys tax planning, but it’s important to remember that the benefits earned through preparedness are enjoyable for all. In this episode,...