Wealth Is In The Details Podcast

Wealth Is In The Details Podcast


Latest Episodes

66. The Conversation About Healthcare Advocacy with Dianne Savastano
September 08, 2021

The healthcare system can be difficult to navigatebetween the technical terms, the insurance and the after care for patients. Healthcare advocates offer support as they guide you down the path to mak

65. Concierge Care 24/7 365 with Dr. Ned Legare
August 25, 2021

Having a financial planner on call provides peace of mind for your money. How can you provide that same peace of mind for your health? In this episode, Peter Raskin is joined by Dr. Ned Legare, MD, FA

64. The Reliable Bonds Of Your Portfolio with Stan Sattler
August 11, 2021

The media always talks about how you should invest and why you should avoid high interest bonds. But what is the real truth about bonds? In this episode, Peter Raskin is joined by Stan Sattler, vice p

63. The Monte Carlo Of Financial Planning
July 22, 2021

Creating a financial plan for retirement requires answers to what the future will bring. While we cant predict whats to come with one hundred percent accuracy, we can create adjustments during life

62. Your Financial Plan And Your Nonprofit Involvement Aren’t So Different with Charles Gagnon
July 14, 2021

Your financial plan is only as good as the different components it is made up of, similar to the way a nonprofit is only as good as the organizational structure. In this episode, Peter Raskin is joine

61. The Five Biggest Financial Planning Mistakes Made During the Pandemic
June 30, 2021

As we begin to reopen, what have we learned about our financial plan during the pandemic? How will it mold our actions during the next crisis? In this episode, Peter Raskin discusses the five biggest

60. Planning Today For The Needs Of The Future – with Abe Shtulsaft
June 16, 2021

Good financial planning takes into account all possibilities, even the possibilities that you dont want to consider. In this episode, Peter Raskin is joined by Abe Shtulsaft, director of planning at

59. Investment Gains, Losses And The Taxes Between
June 02, 2021

Not everyone enjoys tax planning, but its important to remember that the benefits earned through preparedness are enjoyable for all. In this episode, Peter Raskin discusses the role of taxes within f

Episode 58 – What It’s Like To Own, Run, and Manage A Construction Company – With Jeff McLinden
May 19, 2021

Its no secret that our kitchens and bathrooms constantly need improvements and upgrades, and JM Constructions Jeff McLinden is here to help. In this episode, Peter Raskin sits down with Jeff McLind

Episode 57 – Using Strategic Planning As A Tool To Grow Your Business – With Kevin Poland
April 21, 2021

The Renaissance Groups one-page strategic plan is all about helping business owners build a great business and live a great life. In part two of this two part series, Peter Raskin sits down once aga