Episodes

Wealth is a journey, and that journey lasts year-round. In part two of his tax planning mini-series, Peter Raskin dives deeper into the year-round planning process of tax planning, highlighting his point of view on taxes and why he thinks they’re important. In this episode, you’ll learn: How the political landscape will affect taxes in the future, and how to prepare for that What it means to defer taxes — and how to make it work for you and your savings goals The possibility of tax-free sales a...

When many Americans think about tax planning, they think of tax season – a short-term process which lasts a couple months at most. However, in this episode of the Wealth is in the Details podcast, Peter Raskin explains how tax planning is really a year-round process. In this episode, you’ll learn about: The difference between tax evasion and tax avoidance, as told by Supreme Court Justice Louis Brandeis Peter’s explanation in layman’s terms of marginal tax brackets A couple advantages of owning...

The initial analysis of a financial planning meeting is much like opening the hood of a car — you open it up to see what you’re working with, and you move forward from there. In this second part of his planning process mini-series, Peter explains the team-based approach used by Raskin Planning Group — an approach where clients work with each and every team member thanks to their unique specializations. In this episode, you’ll learn: The inner workings of the Raskin Planning Group team What a ty...

Financial planning is about making the most of your money and assets. However, it’s also about the relationship between clients and advisors. In part one of his two-part series on the Raskin Planning Group process, Peter Raskin explains his on-boarding procedures and the importance of building strong relationships with clients. In this episode, you’ll learn: The importance of a good match between a client and their advisor The importance of goal setting How Raskin Planning Group takes the most ...

Peter Raskin has served the Boston area as a financial advisor for over 30 years. He’s the lead financial planner at Raskin Planning Group, which he founded with the mission to help individuals and families with their comprehensive financial needs. In this inaugural episode of the Wealth is in the Details podcast, get to know more about Peter, who he is, and why he’s passionate about what he does. Peter shares: Why the Raskin Planning Group works with the most dedicated clients Who makes up the...