Wealth Is In The Details Podcast

Wealth Is In The Details Podcast


Latest Episodes

Your Frequently Asked Questions Answered, Part 2 (Ep.86)
August 24, 2022

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
August 10, 2022

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)
July 27, 2022

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)
July 13, 2022

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)
June 29, 2022

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)
June 15, 2022

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)
June 01, 2022

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)
April 28, 2022

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)
April 13, 2022

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)
March 30, 2022

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