Wealth Is In The Details Podcast

“A father’s love is forever imprinted on his child’s heart.” In this special episode, we delve into the life and legacy of Charlie Raskin, a man who lived a simple yet profound life. Peter Raskin shares his memories and insights into his father’s life, also known as Chuck and Papa. Through Peter’s recollections, we discover the remarkable career path of Charlie Raskin, born in 1919 in...

As an advisor, it’s important to be able to construct a portfolio that can perform well in different market environments.  In this episode, Stan Sattler, Director of Investment Solutions at Belle Haven Investments, delves into the risks and rewards associated with different types of bonds. He also shares Belle Haven’s laddered portfolio strategy and provides practical advice on buildin...

Enrolling in a 401(k) plan seems intimidating because the restrictions can be confusing, but it doesn’t have to be!  In this episode, Peter Raskin takes us back to the basics of retirement planning with 401(k) plans. He explains what a 401(k) plan is, gives 6 enticing reasons why everyone should participate in a 401(k) plan if their employer offers it, and shares his professional advice around wha...

By now, we all know about Peter Raskin and the phenomenal guests we’ve had on the show so far, but who is on the rest of the team at Raskin Planning Group? In this episode, Peter Raskin introduces several of his colleagues at the Raskin Planning Group. Alex LaCroce, Kathryn Broy, Nathanael Lukens, and Ellen Reynoldson tell the listeners about themselves and what they do.  Peter and his colleagues...

In this new year, you may be wondering what to set aside to reach your financial objectives. If this topic has been on your mind, now is the time to act. In this episode, Peter Raskin walks you through a year-end assessment of financial goals and makes suggestions on how to improve for next year. Peter shares his financial checklist and breaks down what each task means, things to consider, and you...

We’re continuing to share vital services and resources for our veterans. Today, we’re spreading the word about Veterans Affairs Healthcare. In this episode, Peter Raskin talks with David Hencke*, veteran and outreach coordinator at VA Boston, Department of Veterans Affairs about the healthcare that the VA provides veterans. David shares his time in service with us, and VA care resources for vetera...

Today, we’re celebrating our veterans who fought for our rights and freedoms with an episode dedicated to educating veterans and non-veterans about the services and resources available to support them. In this episode, Peter Raskin speaks with Cathy Battles and Alyssa Hayes* of the U.S. Department of Veterans Affairs. They discuss services that are vital and necessary for those that have given jus...

Who knew Medicare had so many options! Do you know which plan you have? In this episode, Peter Raskin talks with returning guest, Dianne Savastano, founder of Healthassist. She discusses the process of Medicare and the timing of Medicare’s open enrollment season. She also explains the changes you’re allowed to make to your plan.  Dianne discusses: What Medicare is and how it works How Medica...

As a business owner what are you trying to achieve? What are you trying to do for people? In this episode, Peter Raskin talks with Mark Bronfman, private wealth advisor at Lincoln Financial Group. He shares his knowledge and expertise about how he has helped business owners solve objectives over the years. Mark discusses: Who are middle market business owners and what problems he is trying to solv...

In today’s world, we are confronted with so many choices, it seems like every minute of the day. The key thing is to recognize that we all have certain tendencies and biases, which make us completely human. In this episode, Peter Raskin discusses how you might not always make the most optimal decisions because of mental shortcuts. He also provides some examples he has seen that have led to less th...

The last quarter of the year is approaching, and you don’t want to be rushing around at the last minute trying to finish your year end planning. In this episode, Peter Raskin covers five financial areas to consider when year end planning. He will provide some easy pickings of questions he asks his clients to get them thinking about planning for the rest of the year. Peter discusses: How to approac...

Many people don’t like to discuss the need for long-term care for their loved ones. However, it is vital to have open communication with your family about your wants and needs before decisions need to be made. In this episode of Wealth Is In The Details, Peter Raskin chats with Natasha Heimrath ,  executive director at Concord Park Senior Living*. She discusses the options of long term care availa...

Everyone has questions about finance, whether they want to know when to take Social Security or compare renting to buying. In this episode, Peter Raskin continues answering questions he gets asked as a financial advisor, sharing his knowledge and experience on topics everyone wants to know. Peter discusses: Why clients should invest now When to take out money from retirement funds and Social Secur...

The past couple episodes have focused on stewardship of our faith, finances and the environment. What about our physical health? Without good physical health, being good stewards of the above is a moot point.  In this episode, Peter Raskin talks with Leslie Jackson*, a registered dietitian nutritionist. She discusses the importance of people having a healthy relationship with food and their body....

There is a profound awakening amongst many of us that we need to be stewards of our physical world and we need to protect our environment for the next generation. In this episode, Peter Raskin talks with George Wood, renewable energy consultant at Oak Point Energy Associates, LLC. He discusses why you should consider adding a solar energy system to your home and the incentives to add it now rather...

Time and time again, you might have thought about questions you want answered about your financial plan, changes to your portfolio and so much more. In this episode, Peter Raskin answers some of the frequently asked questions he gets asked as a financial advisor. Peter discusses: If you should make changes to your portfolio given the changes in the market How inflation affects your financial plan...

As a business owner, the pandemic might have caused a number of sleepless nights. But on the positive side, it has allowed you to critically think about how you are operating your business to serve your customers. In this episode, Peter Raskin talks with Pete Minich* , owner of Fresh City Kitchen. Pete explains how the pandemic changed his business operations to meet the changing demand and needs...

What is stewardship and why is it important for our families and communities?  In this episode, Peter Raskin speaks with Rev. Jolie Olivetti from the Unitarian Church of Sharon. They discuss how stewardship is a core belief and value for many. Jolie discusses: What it means to be a steward of your community and your family Her path to the ministry How stewardship is an important principal at the U...

April and May 2022 have been two months to forget for investors, with the market being as volatile as ever, and with losses as high as ever. The job of financial planners has become more challenging.  What is the best way for financial planners to coach their clients on how to best handle the market changes? In this episode, Peter Raskin discusses the challenges taking place in the current market....

Investors see capital gains as both good and bad news for their investment portfolio.  The good took place in 2021 when investors saw increased capital on their investments. The bad took place in the form of increased tax payments.  What is the best way for investors to maneuver between these two extremes?  In this episode, Peter Raskin discusses both the good and bad about realized capital gains....

The saying “prevention is better than the cure” is typically reserved when discussing physical health.   What if we said the same phrase can be applied to cyber crime and identity theft as well? In this episode, Peter Raskin discusses steps that you can take to reduce your chances of identity theft or a cyber crime attack. Most hackers don’t want to work that hard, so it’s important to take protec...

Direct indexing is an index investing strategy that involves directly purchasing the components of a mutual fund or an ETF at the appropriate weights. You may be wondering why an investor would want to complete so many transactions for similar holdings to a one-and-done mutual fund purchase. But there are specific potential benefits to direct indexing that may be intriguing.  In this episode, Pete...

There is no shortage of charitable causes—and it’s impossible to give to every single one. It’s important to ask yourself some critical questions to help determine where you would like to allocate your funds: What is the cause? Who is the money going to? Why should I give my money away? In this episode, Peter Raskin is joined by Ken Nopar, vice president & senior philanthropic advisor at the A...

How well do you understand the process of developing a trust or designating a trustee to your retirement accounts?  In this episode, Peter Raskin speaks with Christopher Holtby, co-founder of Wealth Advisors Trust Company *. Christopher shares what a trust fund is, what a trustee is and the different types of trust fund accounts. He also discusses the best practices in how to get the most out of y...

A company’s environmental and social impact is becoming increasingly important to investors.  In this episode, Jeff Wildermuth, a portfolio strategist at Aris investment, a division of AssetMark*, joins Peter Raskin. Jeff shares the wide world of ESG investing, revealing how individuals can invest based on personal values. He also discusses the increasing desire for sustainable and ethical compani...