Life insurance is more than a financial product—it’s a way to express love and care for your family and future. How can life insurance provide stability in uncertain times? How does it evolve with your goals throughout life? In this episode, Peter Raskin discusses the essential role of life insurance in creating wealth, liquidity, and …
What’s the best way to protect and transfer wealth across generations? In this episode of Wealth Is In The Details, host Peter Raskin welcomes Kendalynn Mowery from Premier Trust Company to explore the intricacies of trust planning. Trusts can be a powerful tool in estate planning, offering more flexibility and protection than a traditional will, …
The end of the year brings a crucial opportunity to review and optimize financial plans. In this episode of The Wealth Is In The Details Podcast, Peter Raskin dives into year-end financial planning strategies to keep you ahead of the curve. Understanding your tax brackets, planning for capital gains and losses, and utilizing charitable …
Financial planning isn’t just about numbers; it’s about addressing the real-life concerns that keep clients awake at night. How do we help clients navigate personal challenges while ensuring their financial stability? What are the most pressing issues clients face today? In this episode of The Wealth Is In The Details podcast, Peter Raskin shares insightful …
Are you maximizing the tax benefits of your charitable donations? In this episode of Wealth Is In The Details, Peter Raskin dives into the topic of charitable giving, exploring how to frame philanthropy within your financial plan. Learn about the three types of givers and discover tax-efficient strategies such as donor-advised funds and charitable remainder …
Are you ready to navigate the potential tax changes on the horizon? Understanding how upcoming tax law changes can impact your financial plan is critical! Get ahead of these changes with proactive planning. In this episode of Wealth Is In The Details, Peter Raskin discusses the implications of upcoming tax law changes and how they …
Ever wondered if all dark beers are heavy or if beer really should be served ice cold? Let’s debunk these myths and dive deep into the rich world of beer with certified expert Hal Mooney! In this episode of Wealth Is In The Details, Peter Raskin speaks with professional beer taster and co-founder of Your …
Are financial rules of thumb guiding your journey to wealth? Discover why these shortcuts might not work as well as you think and how personalized strategies can make all the difference. Today on Wealth Is In The Details, Peter Raskin debunks common financial planning rules of thumb, from “safe distribution rates” to “tax deferral.” He …
Want to live life with no regrets and embrace your mortality as a catalyst for fulfillment? Today on Wealth Is In The Details, Peter Raskin welcomes his longtime friend David Abend, co-founder of The Bucket, about transforming deathbed regrets into a life well-lived. David shares his journey from advertising to co-founding The Bucket, a community …
Could keeping your money in cash actually be risky? In this episode of Wealth Is In The Details, Peter Raskin delves into the commonly overlooked risks associated with holding cash or cash equivalents like CDs and US Treasuries. He tackles the misconception that cash is the safest investment, breaking down the concepts of liquidity, inflation …