Wealth Is In The Details Podcast

Wealth Is In The Details Podcast

Latest Episodes

Episode 56 – Invest In Yourself, And Hire a Coach – With Guest Kevin Poland
April 07, 2021

The Renaissance Group provides advice and guidance to businesses that are ready to build a great business and live a great life.  In this episode, Peter Raskin sits down with his former business coach, Kevin Poland from The Renaissance Group. Today,

Episode 55: The Difference Between “Live On” and “Leave On” Assets
March 24, 2021

Most of you have been working for a long time, and as a result, have become good savers.  However, at some point in life, you will retire, rely upon the wealth you built, and eventually pass down everything you have to someone or something you care abo...

Episode 54: How to Design and Implement Your Estate Plan – With Brett Kaufman
March 10, 2021

You’ve worked hard on creating an estate plan that will transfer your wealth and values to those you love. However, if not appropriately implemented, all that hard work could go to waste. To help you learn the steps that will help you to properly carry...

Episode 53: Break Away from Being an Income Machine
February 24, 2021

Many of us tend to behave like income machines, working hard each day to bring in money to support our lives. However, at some point in life, that income machine stops working.  In this episode of Wealth Is In The Details,

Episode 52: Giving to Create a Legacy
February 10, 2021

There is great power in giving to your loved ones as a part of your legacy.  But since legacy gifts can be life-altering for those who receive them, it’s crucial to plan ahead.  In this episode of Wealth Is In The Details,

Episode 51: Behind the Scenes of the Boston Restaurant Industry – With Jasper White
January 28, 2021

One of the great things about Boston is its stand-out food scene.  To celebrate the city’s food industry, Peter Raskin joins renowned chef and restaurateur Jasper White for today’s episode. Together, they dive into a lively conversation about Jasper’s ...

Episode 50 – Growing Your Business for Your Exit – With John Leonetti
January 20, 2021

Business owners often need to grow the value of their business to satisfy their lifestyle post-exit. This can be achieved through thoughtful growth planning. In  this episode, Peter Raskin welcomes Pinnacle Equity Solutions’ John Leonetti to discuss th...

Episode 49 – A Deep Dive into Employee Stock Ownership Plans (ESOP) – With Guest Richard Glassman
January 06, 2021

An Employee Stock Ownership Plan, also known as ESOP, is the most common form of employee ownership in the United States. In this episode, Peter Raskin is joined by Rich Glassman, a partner at ESOP Plus. Rich discusses the different implications of ESO...

Episode 48 – Health Insurance For Small Businesses – With Guest Patrick Mccullom
December 16, 2020

Health insurance and coverage is absolutely vital in American society. But it affects individuals and business owners at different levels, and it can be tricky to maneuver. In this episode, Peter Raskin is joined by Balanced Benefits Group president an...

Episode 47 – What is Your Business Worth? — With Chris Mellen
December 04, 2020

Over the years, Raskin Planning Group has developed a process to help small business owners exit their business on their terms.  One major part of this planning process is understanding the factors that are involved in determining and appraising the va...