Wealth Is In The Details Podcast

Wealth Is In The Details Podcast


Latest Episodes

Financial Realities of Later-Life Marriages (Ep. 138)
July 16, 2025

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)
June 25, 2025

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)
June 04, 2025

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)
April 07, 2025

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)
March 21, 2025

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)
March 04, 2025

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)
February 12, 2025

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)
January 22, 2025

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

Planning for the Future: Life Insurance as a Tool for Security and Legacy (Ep. 130)
December 31, 2024

Life insurance is more than a financial productits 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 you

Understanding Trusts: An Essential Tool in Estate Planning (Ep. 129)
December 19, 2024

Whats 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 th