Wealth Is In The Details Podcast

About Wealth Is In The Details Podcast

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.

Publisher

Peter Raskin

Category

business · news

Language

en

Explicit

No

First episode

22 Jan 2019

Latest episode

4 Mar 2026

Latest episodes

36 of 149 episodes have a transcript.

1. 

   4 Mar 2026TRANSCRIPT

   Estate Planning as an Expression of Love and Responsibility (Ep. 148)

   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. 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. Peter discusses: The purpose of wills, executors, and how proper planning prevents assets from being distributed solely by state law The roles of living wills, healthcare proxies, and financial powers of attorney in medical and financial decision making How revocable and irrevocable trusts function, avoid probate, and help protect assets from creditors or divorce Practical strategies such as consolidating accounts, updating beneficiaries, and transferring property into trusts The importance of family conversations about heirs, remarriage risks, elder abuse prevention, and planning for pets And more! Connect with Peter Raskin: Raskin Planning Group (https://www.raskinplanning.com/) (617) 728-7433 LinkedIn: Peter Raskin  (https://www.linkedin.com/in/peterraskin) Facebook: Raskin Planning Group (https://www.facebook.com/RaskinPlanning) LinkedIn: Raskin Planning Group (https://www.linkedin.com/company/raskin-planning-group/) Schedule a Time with Peter Raskin: Book a Call with Peter (https://calendly.com/raskinplanning/30-minute-zoom-video-conference-call) 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. 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.

2. 

   27 Jan 2026TRANSCRIPT

   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.

3. 

   30 Dec 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.

Inside a recent episode

Estate Planning as an Expression of Love and Responsibility (Ep. 148)

Published 4 Mar 2026 · Transcript excerpt

[…] But that gets a little bit more challenging as we get older. You know, our spouse has passed. So it just gets more challenging, naming someone to do that job. Okay. What else? Okay. The next document is called a, a living will. And this is a document that explains your, your preferences for life -sustaining treatments. You know, if someone is terminally ill or incapacitated, it's, it's legally binding in, in many states, but not all. So it's, it's really gives those people that are caring for you if you become incapacitated a sense of what you want, how you want to be treated at the end. So it's a, it's a very important document in a document that families really rely on to understand what that, that ending might look like. […]

Who has been a guest on Wealth Is In The Details Podcast

Names identified in recent episode analyses. Showing up to five guests.

• Kathryn Broy
• Alexander LaCroce
• Tony Araujo
• Declan Davis
• Robert Mansfield

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.8 / 5

4 ratings

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 48 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

70

Social presence

0

YouTube

0

Engagement

68

Contact Wealth Is In The Details Podcast

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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