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

Episode 38 – Technology to Stay Organized, Provide Clarity, and Enhance Communication

Posted July 15, 202000:35:17

Technology has become the foundation of our modern world. During times of uncertainty, like what we’ve experienced in 2020, technology has proved...

Episode 37- How to Bear With This Bear Market

Posted July 1, 202000:35:41

Do you know what a bear market is? Here’s a hint: we are currently experiencing this type of market. In this episode, Peter Raskin explores bear markets...

Episode 36 — Making No Decision is Still a Decision

Posted June 24, 202000:28:58

Don’t wait for a big event to start the planning process. Begin your financial plan today and continue that plan for the rest of your life. In this...

Episode 35: Financial Jargon Explained

Posted June 10, 202000:34:11

How often are you talking with your financial advisor, only for them to mention a word you don’t understand? If you don’t understand certain terms,...

Episode 34 – Securing Your Future With the SECURE Act

Posted May 27, 202000:27:13

When was the last time you reviewed your retirement plan? Now might be the time—the introduction of the new SECURE Act may impact your plan for the...