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 29 – Becoming a Good Steward of Your Finances With a Checklist

Posted February 26, 2020 • 00:30:36

Have you ever considered revisiting and reviewing your financial plan every quarter? The beauty of planning ahead is that it opens up space for relaxing...

Episode 28 – Trust Is About Certainty and Love — With Dean Mioli

Posted February 12, 2020 • 00:38:28

“Trust” is defined as having a reliance on the integrity, ability, and surety of a person or a thing. In short, trust equals certainty. With estate...

Episode 26 – How to Align Your Values With Your Investing

Posted February 10, 2020 • 00:24:36

When you align your financial plans with your personal values, it becomes much easier to achieve your goals. In this episode, Peter Raskin explains...

Episode 27 – How to Plan for the Final Third of Your Life — With Karen Wasserman

Posted January 29, 2020 • 00:35:18

Our lives can be divided into thirds: young life, adulthood, and retirement. During adulthood, we’re in the thick of experiencing life, yet this is...

Episode 25 – Do You Know Your Investment Risk Tolerance?

Posted December 30, 2019 • 00:29:50

For many Americans, the idea of “risk” when it comes to your investments can be scary. You want to feel secure in your finances, especially when...