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 24 – Make Your Travel Dreams Come True — With Jacqui Lewis

Posted December 18, 2019 • 00:31:15

It’s important to build your financial plan around more than just your needs — to consider your wants as well. In this episode of Wealth is in...

Episode 23 – Answers to Your Top Personal Finance Questions

Posted December 4, 2019 • 00:33:01

Are friends and media your main sources of financial information? Today, Peter Raskin answers his clients’ top questions with a special focus on...

Episode 22 – To Roth or Not to Roth

Posted November 20, 2019 • 00:27:23

It’s an age-old question: to Roth or not to Roth? Deciding whether to use a Roth IRA for your retirement savings can be a tricky decision. In this...

Episode 21 – What Are Your Financial Assumptions?

Posted November 6, 2019 • 00:29:25

Biases are a part of everyday life. Financial assumptions can be harmful to your financial goals…but not always! In this episode, Peter Raskin explains...

Episode 20 – Is a Target Date Fund Right for You?

Posted October 23, 2019 • 00:24:25

In today’s world, more and more people are investing in a target date fund (TDF) when saving for retirement. In this episode, Peter Raskin discusses...