Episodes

What if one of the most meaningful ways to care for your family has nothing to do with gifts or holidays? Planning ahead can ease stress, reduce conflict, and create clarity when it matters most. In this episode, Peter Raskin explains why estate planning is ultimately an act of love for spouses, children, and heirs. He outlines the essential documents every family should understand, including wills, powers of attorney, and trusts. Peter also shares practical steps to simplify finances, avoid pro...

Taking time to reflect can bring perspective, clarity, and renewed intention. Looking ahead with purpose helps turn lessons into meaningful action. In this episode, Peter Raskin is joined by the team at Raskin Planning Group, Kathryn Broy, Alexander LaCroce, Tony Araujo, and Declan Davis for the annual Raskin Planning Group year-in-review and outlook conversation. The team shares personal moments from 2025 that inspired growth, including travel, family milestones, creative pursuits, and career d...

A new year often brings pressure to make changes, but thoughtful planning can be a far more useful starting point. Rather than focusing on rigid resolutions, a structured review can help households feel organized and prepared. In this episode, Peter Raskin walks through a comprehensive planning checklist to help individuals and families prepare for the 2026 calendar year. He explains how reviewing the prior year, setting new goals, and anticipating life events create clarity before making financ...

Life can change quickly, and those shifts often leave us reassessing what matters most. Moments of uncertainty can feel heavy, yet they also open space for renewed direction. Thoughtful planning gives structure to those moments and helps guide steady decisions. In this episode, Peter Raskin reflects on the many transitions clients experienced this year and how planning supports clarity through change. He shares real examples of families dealing with retirement questions, concentrated stock posit...

Turning 65 comes with many decisions, and few are as important or confusing as Medicare. Between Parts A, B, D, Medigap, and Advantage plans, it’s easy to feel overwhelmed by choices and costs. In this episode, Peter Raskin explains how Medicare works, what each part covers, and how to make informed decisions during open enrollment. He breaks down the differences between Medigap and Medicare Advantage, highlights how income can affect premiums, and shares tips for staying flexible as your health...

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 index and tailor them to your needs? Technology has made that possible through direct indexing, a strategy that’s reshaping how investors think about diversification and tax management. In this episode, Peter Raskin explains how direct indexing works, who can benefit from it, and why it’s becoming an increasingly popular option for investors who wa...

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, savings tools, and estate planning before the calendar turns? What should be reviewed now to avoid last-minute stress in December? In this episode, Peter Raskin shares a practical year-end checklist covering investments, tax strategies, cash flow, insurance, and estate planning. He explains how timely action helps families and business owners finis...

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 do you know if your coverage is enough? When should you shop around, raise deductibles, or consider umbrella protection? In this episode, Peter Raskin talks with longtime friend Robert Mansfield, CPCU, Senior Vice President at HUB International New England, about the essentials of property and liability insurance. Together, they unpack the reaso...

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 this episode, Peter Raskin unpacks timely provisions from the “One Big Beautiful Bill Act,” explains a tax-saving approach for employer stock, and addresses the impact of Massachusetts’ Millionaires’ Tax. With practical examples and forward-thinking strategies, he shares how clients are adapting their financial plans to take advantage of new opportunities a...

Taxes may be inevitable, but how you approach them can make a meaningful difference in your long-term financial path. In this episode, Peter Raskin unpacks the recently signed “One Big Beautiful Bill” and what it means for families and individuals. More importantly, he breaks down how to think about taxes not in isolation, but in the broader context of your goals, values, and peace of mind for your family’s future. Key Points Covered: The newly passed “One Big Beautiful Bill” and why tax rates ...

Love and finances often intertwine in unexpected ways, especially in later-life marriages. From tax strategies to estate planning, every decision reflects a delicate balance between personal connection and practical considerations. In this episode, Peter Raskin explores the unique financial challenges faced by older couples tying the knot. With stories and strategies, Peter offers guidance to help navigate the complex decisions surrounding later-life marriages. Peter discusses: Strategies for m...

Your emotions may be costing you more than you think, especially when it comes to financial decisions. In this episode, Peter Raskin explores how common behavioral biases influence investor decisions and why recognizing them is crucial for effective long-term planning. He reflects on his recent travels to Morocco and connects those insights with the emotional triggers he sees in client behavior. From empathy to automation, Peter offers grounded strategies for responding thoughtfully in uncertain...

Uncertainty looms in every corner of our lives, but can we turn it into clarity? How do financial decisions shape long-term security and day-to-day sense of security? What strategies can help align investments with life’s changing seasons? In this episode, Peter Raskin reflects on balancing short-term challenges with long-term objectives, explaining how clients can maintain confidence through thoughtful planning. From volatile markets to personal milestones, Peter offers insights into wealth man...

Market swings and economic shifts can leave retirees feeling uncertain about their financial future. How can you ensure your income remains steady, even when the unexpected happens? In this episode, Peter Raskin explores retirement income planning strategies that help individuals stay financially stable despite market fluctuations. He breaks down the “bucket approach” to managing assets and highlights key risks retirees should consider when planning their financial future. Peter discusses: The ...

Tax season can be overwhelming, but with some simple strategies, you can transform it into a manageable process. In this episode, Peter Raskin outlines practical tips for preparing your taxes with ease. From organizing documents to leveraging deductions and credits, Peter shares actionable insights to make tax preparation less daunting. He emphasizes the importance of collaboration with tax professionals and staying proactive to avoid last-minute stress. Peter discusses: The benefits of keeping...

In today’s uncertain financial landscape, mastering the balance between planning for the future and living in the present is essential. How do political shifts influence personal financial decisions? How can investors navigate risk while maintaining security in their portfolios? Join host Peter Raskin as he discusses the importance of financial planning amidst economic and political changes by providing insights on managing portfolios, and addressing common client questions about market volatili...

Trusts offer powerful tools for protecting assets, reducing taxes, and planning for future generations. But how do you choose the right structure for your unique needs? This week, Peter Raskin is joined once again by Kendalynn Mowery from Premier Trust Company to explore the benefits and strategies behind Nevada-based trusts. Kendalynn shares actionable insights into asset protection, tax advantages, and creating a lasting legacy through thoughtful trust planning. Kendalynn discusses: How Nevad...

Curious about the behind-the-scenes dynamics of Raskin Planning Group? How about discovering some personal stories from the faces powering the financial planning services? In this episode, Peter Raskin welcomes the entire Raskin Planning Group team to review 2024 and look ahead to 2025. Get to know Kathryn, Alex, Tony, and Josh as they share personal experiences and insights from the past year, ranging from exciting travel adventures to new challenges. This is a perfect opportunity to connect mo...

Life insurance is more than a financial product—it’s a way to express love and care for your family and future. How can life insurance provide stability in uncertain times? How does it evolve with your goals throughout life? In this episode, Peter Raskin discusses the essential role of life insurance in creating wealth, liquidity, and a legacy for loved ones. He explains how it protects families, pays off debts, and adapts to evolving financial needs over a lifetime. Peter discusses: Using life...

What’s the best way to protect and transfer wealth across generations? In this episode of Wealth Is In The Details, host Peter Raskin welcomes Kendalynn Mowery from Premier Trust Company to explore the intricacies of trust planning. Trusts can be a powerful tool in estate planning, offering more flexibility and protection than a traditional will, especially in wealth transfer across generations. Whether you’re considering lump sum or periodic disbursements, Kendalynn explains why trusts are not ...

The end of the year brings a crucial opportunity to review and optimize financial plans. In this episode of The Wealth Is In The Details Podcast, Peter Raskin dives into year-end financial planning strategies to keep you ahead of the curve. Understanding your tax brackets, planning for capital gains and losses, and utilizing charitable contribution strategies are pivotal in managing your finances efficiently. Whether you’re dealing with capital gains, preparing for retirement, or ensuring your ...

Financial planning isn’t just about numbers; it’s about addressing the real-life concerns that keep clients awake at night. How do we help clients navigate personal challenges while ensuring their financial stability? What are the most pressing issues clients face today? In this episode of The Wealth Is In The Details podcast, Peter Raskin shares insightful stories from his clients’ wealth journeys, revealing what truly matters to them and how detailed planning can provide peace of mind. You’ll ...

Are you maximizing the tax benefits of your charitable donations? In this episode of Wealth Is In The Details, Peter Raskin dives into the topic of charitable giving, exploring how to frame philanthropy within your financial plan. Learn about the three types of givers and discover tax-efficient strategies such as donor-advised funds and charitable remainder trusts. Peter shares insightful case studies to illustrate how tailored charitable planning can align with both your philanthropic and finan...

Are you ready to navigate the potential tax changes on the horizon? Understanding how upcoming tax law changes can impact your financial plan is critical! Get ahead of these changes with proactive planning. In this episode of Wealth Is In The Details, Peter Raskin discusses the implications of upcoming tax law changes and how they might impact your financial planning strategies. He explores the nuances of the Tax Cut and Jobs Act of 2017, scheduled changes in 2026, and provides advice on how to ...