Wealth Is In The Details Podcast

Latest Episodes
2025 Tax Law Updates and Strategic Planning (Ep. 140)
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 t
Taxes Aren’t Everything: Prioritizing Your Financial Objectives (Ep. 139)
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
Financial Realities of Later-Life Marriages (Ep. 138)
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 connecti
Understanding Biases That Shape Your Financial Behavior (Ep. 137)
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
Managing Wealth Amidst Uncertainty (Ep. 136)
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 i
Planning for Uncertainty: Retirement Income Strategies (Ep. 135)
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,
Stress-Free Tax Preparation (Ep. 134)
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 eas
Insights from Peter Raskin regarding Financial Planning in Turbulent Times (Ep. 133)
In todays 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?
Unlocking the Potential of Trusts with Kendalynn Mowery (Ep. 132)
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 join
Reflecting on 2024 and Anticipating 2025 with the Raskin Planning Team (Ep. 131)
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 Rask