Wealth Is In The Details Podcast
Latest Episodes
66. The Conversation About Healthcare Advocacy with Dianne Savastano
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
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
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
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
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
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
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
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
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
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