Wealth Is In The Details Podcast

Wealth Is In The Details Podcast


Latest Episodes

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

Proactive Year-End Financial Planning for 2024 (Ep. 128)
December 04, 2024

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

What Keeps Clients Up at Night? (Ep. 127)
November 27, 2024

Financial planning isnt just about numbers; its about addressing the real-life concerns that keep clients awake at night. How do we help clients navigate personal challenges while ensuring their fin

How to Incorporate Charitable Giving into Your Financial Plan (Ep. 126)
November 13, 2024

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 philanthro