Welcome to the “Wealth-Is-In-The-Details” Podcast. In this podcast, financial planner Peter Raskin helps families and business owners understand and prepare for their wealth journey. Along the way, thoughtful and detailed planning can provide clarity and confidence as clients confront a multitude of financial decisions. Listen in as Peter shares stories and insight into people’s wealth journeys.
Wealth Is In The Details Podcast
Claim This Podcastby Peter Raskin
4.8(5 reviews)
149 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
48
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality70
Social0
YouTube0
Engagement68
Podcast Overview
Welcome to the “Wealth-Is-In-The-Details” Podcast. In this podcast, financial planner Peter Raskin helps families and business owners understand and prepare for their wealth journey. Along the way, thoughtful and detailed planning can provide clarity and confidence as clients confront a multitude of financial decisions. Listen in as Peter shares stories and insight into people’s wealth journeys.
Language
🇺🇲
Publishing Since
1/22/2019
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48
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality70
Social0
YouTube0
Engagement68
6
Excellent Areas
3
Good Performance
10
Growth Opportunities
excellent
Episode Length
30 minutes
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good
Show Notes Quality
3.0/5
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Every 17 days
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Recent Episodes
March 4, 2026
Estate Planning as an Expression of Love and Responsibility (Ep. 148)
<p><span style="font-weight: 400;">What if one of the most meaningful ways to care for your family has nothing to do with gifts or holidays? Planning ahead can ease stress, reduce conflict, and create clarity when it matters most.</span></p> <p><span style="font-weight: 400;">In this episode, Peter Raskin explains why estate planning is ultimately an act of love for spouses, children, and heirs. He outlines the essential documents every family should understand, including wills, powers of attorney, and trusts. Peter also shares practical steps to simplify finances, avoid probate, and reduce potential estate taxes. Through real-life examples, he highlights how thoughtful preparation protects assets, addresses elder abuse risks, and fosters deeper family conversations across generations.</span></p> <p><span style="font-weight: 400;">Peter discusses:</span></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The purpose of wills, executors, and how proper planning prevents assets from being distributed solely by state law</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The roles of living wills, healthcare proxies, and financial powers of attorney in medical and financial decision making</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">How revocable and irrevocable trusts function, avoid probate, and help protect assets from creditors or divorce</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Practical strategies such as consolidating accounts, updating beneficiaries, and transferring property into trusts</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The importance of family conversations about heirs, remarriage risks, elder abuse prevention, and planning for pets</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">And more!</span></li> </ul> <p><b>Connect with Peter Raskin:</b><span style="font-weight: 400;"> </span></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.raskinplanning.com/"><span style="font-weight: 400;">Raskin Planning Group</span></a></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">(617) 728-7433 </span></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/peterraskin"><span style="font-weight: 400;">LinkedIn: Peter Raskin </span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.facebook.com/RaskinPlanning"><span style="font-weight: 400;">Facebook: Raskin Planning Group</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/raskin-planning-group/"><span style="font-weight: 400;">LinkedIn: Raskin Planning Group</span></a></li> </ul> <p><b>Schedule a Time with Peter Raskin:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://calendly.com/raskinplanning/30-minute-zoom-video-conference-call"><span style="font-weight: 400;">Book a Call with Peter</span></a></li> </ul> <p><i><span style="font-weight: 400;">This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.</span></i></p> <p><i><span style="font-weight: 400;">Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.</span></i></p>
January 27, 2026
Reflecting on 2025 and Looking Ahead to 2026 with the Raskin Planning Group Team (Ep. 147)
Peter Raskin interviews Kathryn Broy, Alexander LaCroce, Tony Araujo, and Declan Davis from Raskin Planning Group, as they reflect on personal and professional growth in 2025 and discuss intentional planning and goals for 2026.
December 30, 2025
Planning Ahead for 2026 With a Practical Financial Checklist (Ep. 146)
Financial advisor Peter Raskin presents a practical checklist for 2026 financial planning, covering goal setting, cash flow, taxes, insurance, and estate planning, offering listeners actionable steps for financial clarity in this interview.
149 total episodes available with 36 transcripts
Recent guests on Wealth Is In The Details Podcast
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Kathryn Broy
Guest
Alexander LaCroce
Guest
Tony Araujo
Guest
Declan Davis
Guest
Peter Raskin
Guest
Robert Mansfield
Guest
Kendalynn Mowery
Guest
Kathryn
Guest
Alex
Guest
Tony
Guest
Josh
Guest
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Frequently asked questions
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- What is Wealth Is In The Details Podcast?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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