Wealth Is In The Details Podcast
Latest Episodes
Your Frequently Asked Questions Answered, Part 2 (Ep.86)
Everyone has questions about finance, whether they want to know when to take Social Security or compare renting to buying. In this episode, Peter Raskin continues answering questions he gets asked as
Being Good Stewards of Physical Health with Leslie Jackson
The past couple episodes have focused on stewardship of our faith, finances and the environment. What about our physical health? Without good physical health, being good stewards of the above is a moo
A Conversation About Residential Solar Energy With George Wood (Ep.84)
There is a profound awakening amongst many of us that we need to be stewards of our physical world and we need to protect our environment for the next generation. In this episode, Peter Raskin talks w
Your Frequently Asked Questions Answered, Part 1 (Ep.83)
Time and time again, you might have thought about questions you want answered about your financial plan, changes to your portfolio and so much more. In this episode, Peter Raskin answers some of the f
Challenges Can Bring Tasteful Opportunities With Pete Minich (Ep.82)
As a business owner, the pandemic might have caused a number of sleepless nights. But on the positive side, it has allowed you to critically think about how you are operating your business to serve yo
Stewardship In The Church With Rev. Jolie Olivetti (Ep.81)
What is stewardship and why is it important for our families and communities? In this episode, Peter Raskin speaks with Rev. Jolie Olivetti from the Unitarian Church of Sharon. They discuss how stewa
Investment Losses With Peter Raskin (Ep.80)
April and May 2022 have been two months to forget for investors, with the market being as volatile as ever, and with losses as high as ever. The job of financial planners has become more challenging.
The Good and Bad News of Realized Capital Gains (Ep. 79)
Investors see capital gains as both good and bad news for their investment portfolio. The good took place in 2021 when investors saw increased capital on their investments. The bad took place in the
Protect Yourself Against Cyber Crime and Identity Theft (Ep. 78)
The saying prevention is better than the cure is typically reserved when discussing physical health. What if we said the same phrase can be applied to cyber crime and identity theft as well? In th
The Gains and Losses of Direct Indexing with Matt Potter (Ep. 77)
Direct indexing is an index investing strategy that involves directly purchasing the components of a mutual fund or an ETF at the appropriate weights. You may be wondering why an investor would want t