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 19 – Make a Final Thoughtful Gift to Your Family — With Carl Goldman
Planning your own funeral may seem morbid, but in reality, it is the final thoughtful gift you can leave for your loved ones. In this episode, Peter...
Episode 18 – Property and Liability Insurance — With Guest Bob Mansfield
No one likes to spend a lot of time thinking about bad things that might happen. However, in the economic reality in which we live, it is critical and...
Episode 17 – Discussing Health Care and Medicare Concerns in Retirement — With Camille Barron
How will you handle the transition from using your employer’s health insurance plan to individual insurance once you retire? This is a shift that...
Episode 16 – Contingency Planning for Retirement
Many things in life are outside of our control. However, planning for those uncontrollable events places you back in the driver’s seat. In this episode...
Episode 15 How Does Social Security Fit into Your Investment Plan?
Think of your retirement as a three-legged stool: Social Security is the first leg, your employer-sponsored plan and IRAs are the second leg, and the...
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