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
The Power of Direct Indexing: Personalization, Control, and Tax Efficiency (Ep. 143)
Investors often look for ways to balance cost, performance, and control, but what if there were a method that let you own the actual stocks behind an...
Building Your Year-End Financial Checklist (Ep. 142)
As the year closes, financial planning opportunities emerge that can set the stage for a stronger future.
How do you make the most of tax strategies,...
Protecting Wealth Through Insurance with Robert Mansfield, CPCU (Ep. 141)
Insurance can feel like a maze of jargon, rising costs, and confusing policies, but it’s also one of the most important tools for protecting wealth.
How...
2025 Tax Law Updates and Strategic Planning (Ep. 140)
From new tax rules to little-known retirement plan strategies, 2025 is shaping up to be a year of significant changes for many taxpayers.
In...
Taxes Aren’t Everything: Prioritizing Your Financial Objectives (Ep. 139)
Taxes may be inevitable, but how you approach them can make a meaningful difference in your long-term financial path.
In this episode, Peter...
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