Wealth Is In The Details Podcast

Wealth Is In The Details Podcast


Latest Episodes

Episode 46 – How to Prepare Your Successor Before Exiting Your Business – With Abby Donnelly
November 18, 2020

To hand off your business to a successor who will keep leading with similar values and goals, you need a strategic succession plan that aligns with the skills, experience, and capabilities of your business.

Episode 45 – Exit Strategies for Business Owners
November 04, 2020

Choosing to leave your business can be a difficult decision, but is one that must ultimately be made. Today, Peter Raskin discusses exit strategies for small business owners. He dives into the financial and mental struggle that can come when choosing t...

Episode 44 – Election Season: The Correlation Between Markets and Government Policies
October 26, 2020

With election season upon us, many Americans are anticipating whats to come from the 2020 presidential election and what the election and its resulting presidency could mean for the markets. In thi

Episode 43 — Home Is Where The Heart Is — With Amy Roberts
September 23, 2020

From selling your home to packing up and settling into your new house, moving can be an incredibly stressful experience. But what if someone could help make your move a little easier? In this episode

Episode 42 — Lives Well-Lived and Well-Planned
September 09, 2020

As a financial planner, Peter Raskin has the privilege of accompanying families on their journey through life. He also has the pleasure of seeing first-hand how comprehensive financial planning can enhance a family’s life.  Today,

Episode 41— 5 Reasons Why You Should be Reviewing Your Plan Annually
August 26, 2020

When was the last time you reviewed your financial plan? In this episode, Peter Raskin reveals why he recommends reviewing financial plans each year. He also shares what you should be considering when reviewing your plan and the adjustments your plan m...

Episode 40 — The Intricacies and Simplicities of Wine — With Jason Lee
August 12, 2020

Some say that theres always time for a glass of wine. But with a wide variety of wines to choose from, how should you choose which to drink and when? Today, Peter Raskin joins Jason Lee, the owner

Episode 39 – What to Know Before You Buy or Refinance Your Home
July 29, 2020

Interest rates are almost at the lowest they have ever been. Are you thinking about buying or refinancing a house? Today, Peter Raskin speaks with David Fay, a mortgage loan officer with the Washington Trust Mortgage Company,

Episode 38 – Technology to Stay Organized, Provide Clarity, and Enhance Communication
July 15, 2020

Technology has become the foundation of our modern world. During times of uncertainty, like what weve experienced in 2020, technology has proved just how useful it can be. Today, Peter Raskin explore

Episode 37- How to Bear With This Bear Market
July 01, 2020

Do you know what a bear market is? Heres a hint: we are currently experiencing this type of market. In this episode, Peter Raskin explores bear markets and the effect they have on the financial indus