Wealth Is In The Details Podcast

You don’t want your assets going to the wrong place or person, right?  That’s why reviewing your financial accounts annually is important. In this episode, Peter Raskin reviews stewardship checklist tasks that you should be reviewing annually. Peter teaches you how you can ensure your assets go to the places you want them to  through various beneficiary designation options, including transfer on d...

The holidays are filled with love, joy and gratitude. But those feelings shouldn’t only exist during the holidays—it’s important to be grateful year-round. In this episode, Peter Raskin is joined by his team at Raskin Planning Group, Katherine, Alex, Brian and Connor. Each share what they are grateful for, both in their professional and personal lives. Peter discusses the importance of gratitude a...

Storing money under your mattress may give you easy access to those funds, but it is also a far less secure saving strategy. Depositing your cash in the bank gives you access and security. In this episode, Peter Raskin discusses the importance of liquidity and cash within your financial plan. He reveals how your cash is protected while in the bank and why you should maintain easily accessible asse...

When creating your retirement plan, the income you set aside needs to last throughout your entire retirement. The most important step of your plan is protecting what you put aside. In this episode, Peter Raskin discusses the importance of protecting your income during retirement. He reveals the importance of considering longevity, inflation and sequence of return risk when investing or retirement...

Let’s face it—everyone loves a tax-deferred financial strategy, and the real estate business is no different. Enter: the 1031 tax exchange, which allows the owner of US real estate to defer the capital gains tax owed on the sale of the property. In this episode, Peter Raskin is joined by Paulo Aguilar, vice president at Inland Securities Corporation, to discuss the 1031 tax exchange, and how real...

Do you have a plan in place for long-term care in case you reach a point in life where you can no longer care for yourself? In this episode, Peter Raskin discusses five reasons to include a long-term contingency plan in your overall retirement plan. Peter reveals the questions you should ask yourself and your loved ones about your wants and needs when selecting the best option for you and your fam...

The American dream can be easily imagined, with a loving partner, children and the perfect home. Have you considered including your child’s first step towards the American dream in your financial plan?  In this episode, Peter Raskin discusses the steps for children buying their first home and the role of the parents during this process. He shares personal anecdotes from both his children and...

The healthcare system can be difficult to navigate—between the technical terms, the insurance and the after care for patients. Healthcare advocates offer support as they guide you down the path to making the best decisions for you. In this episode, Peter Raskin is joined by Dianne Savastano, founder and principal of Health assist . Dianne shares her personal experience as a healthcare advocate and...

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, FACP, to discuss his approach to wellness. Ned shares how the shift to concierge care benefits his patients, in terms of cost and time. Peter and Ned discuss: Why he shifted from internal medicine pract...

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 president of Belle Haven Investments. Stan discusses what bonds are, how they work within your portfolio and the potential risks and rewards for investing in bonds. Stan discusses: The role of bonds wi...

Creating a financial plan for retirement requires answers to what the future will bring. While we can’t predict what’s to come with one hundred percent accuracy, we can create adjustments during life’s journey to make an educated gamble. In this episode, Peter Raskin discusses different factors to consider when creating your financial plan. Peter discusses an analytical tool used at Raskin Plannin...

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 joined by Charles Gagnon, CEO of Volunteers of America Massachusetts. Charles leads the strategic vision and mission to build and benefit the community from the ground up, which he says is similar to build...

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 financial planning mistakes people made during the pandemic. He looks back at the lessons we all learned and how to be better prepared for this type of event in the future.  You will learn: The five m...

Good financial planning takes into account all possibilities, even the possibilities that you don’t want to consider. In this episode, Peter Raskin is joined by Abe Shtulsaft, director of planning at Lincoln Financial Advisors. Peter and Abe discuss special needs and disability planning and the potential planning struggles faced by families in these situations. Abe discusses: The definition of spe...

Not everyone enjoys tax planning, but it’s important to remember that the benefits earned through preparedness are enjoyable for all. In this episode, Peter Raskin discusses the role of taxes within financial planning. He discusses the different types of investments, how each is taxed and the role they play in your overall portfolio. You will learn: The difference between tax-deferred and tax-free...

It’s no secret that our kitchens and bathrooms constantly need improvements and upgrades, and JM Construction’s Jeff McLinden is here to help.  In this episode, Peter Raskin sits down with Jeff McLinden, owner of JM Construction, a small high-end remodeling company based in Framingham, Massachusetts. Jeff shares his company’s perspective around proprietorship, management, and homeowner-related rec...

The Renaissance Group’s 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 again with The Renaissance Group’s Kevin Poland to address everything surrounding strategic planning so that you too can start outlining future goals. You will learn: Why you should build a one-page stra...

The Renaissance Group provides advice and guidance to businesses that are ready to build a great business and live a great life.  In this episode, Peter Raskin sits down with his former business coach, Kevin Poland from The Renaissance Group. Today, Kevin addresses his organization’s coaching and consulting model designed to help you develop the mindset, strategies, and skills you need to achieve...

Most of you have been working for a long time, and as a result, have become good savers.  However, at some point in life, you will retire, rely upon the wealth you built, and eventually pass down everything you have to someone or something you care about.   While preparing your assets to be passed on, it’s critical to consider which will be “live on” assets, and which will become “leave on.” Find...

You’ve worked hard on creating an estate plan that will transfer your wealth and values to those you love. However, if not appropriately implemented, all that hard work could go to waste. To help you learn the steps that will help you to properly carry out your estate plan, Peter Raskin sits down with Brett Kaufman for today’s episode. As an estate planning and tax attorney, Brett offers his exper...

Many of us tend to behave like income machines, working hard each day to bring in money to support our lives. However, at some point in life, that income machine stops working.  In this episode of Wealth Is In The Details, Peter Raskin explains how different financial planning strategies can help you plan ahead for the day that you decide to (or have to) stop working and being an income machine.  ...

There is great power in giving to your loved ones as a part of your legacy.  But since legacy gifts can be life-altering for those who receive them, it’s crucial to plan ahead.  In this episode of Wealth Is In The Details, join Peter Raskin as he navigates the path of gifting assets to create a legacy. He shares must-know planning tips around the monetary and emotional components of legacy giving...

One of the great things about Boston is its stand-out food scene.  To celebrate the city’s food industry, Peter Raskin joins renowned chef and restaurateur Jasper White for today’s episode. Together, they dive into a lively conversation about Jasper’s years of restaurant experience and the business lessons he’s learned along the way.   In this episode, you will learn: How Jasper got into the resta...

Business owners often need to grow the value of their business to satisfy their lifestyle post-exit. This can be achieved through thoughtful growth planning. In  this episode, Peter Raskin welcomes Pinnacle Equity Solutions’ John Leonetti to discuss the concept of growth planning. They discuss important considerations for business owners looking to grow their business for their exit and explain wh...

An Employee Stock Ownership Plan, also known as ESOP, is the most common form of employee ownership in the United States. In this episode, Peter Raskin is joined by Rich Glassman, a partner at ESOP Plus. Rich discusses the different implications of ESOPs while explaining how these plans are a “win-win game” for business owners and their employees.  In this episode, you will learn: What an ESOP is...