Building a Diversified Portfolio Through Alternative Investing with William Wolfe (Ep. 116)

Building a Diversified Portfolio Through Alternative Investing with William Wolfe (Ep. 116)

You’ve probably heard of alternative lifestyles and alternative facts, but are you familiar with alternative investments? This week on Wealth is in The Details, Peter Raskin and William Wolfe from FS Investments talk about alternative investing to educate listeners about alternative investments and how they can complement traditional portfolios. William explains how the accessibility of …

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Home Ownership vs. Renting: What’s the Best Choice for You? (Ep. 119)

Home Ownership vs. Renting: What’s the Best Choice for You? (Ep. 119)

In today’s challenging housing market, is it better to rent or buy a home? Today on Wealth Is In The Details, Peter Raskin delves into the complexities of the housing market, addressing the struggles faced by younger generations trying to attain homeownership amidst soaring prices and mortgage rates. Peter discusses the advantages and disadvantages of …

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Decoding Financial Jargon Part 2 (Ep. 118)

Decoding Financial Jargon Part 2 (Ep. 118)

Welcome back to part 2 of our two-part series where we break down financial jargon that many advisors use, for our listeners! In this episode, Peter Raskin breaks down more complex financial terms to help you better understand investment terminology, while emphasizing the importance of diversification. He explains factor investing and the significance of macroeconomic …

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Decoding Financial Jargon Part 1 (Ep. 117)

Decoding Financial Jargon Part 1 (Ep. 117)

Welcome to part one of a two-part series breaking down financial jargon! Today on Wealth Is In The Details, Peter Raskin breaks down complex financial jargon to help listeners gain a deeper understanding of key investment concepts. Peter discusses key concepts including average returns, standard deviation, correlation, diversification, capital market assumptions, and market cap-weighted indices. …

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Why You Should Master Retirement Savings Strategies (Ep. 115)

Why You Should Master Retirement Savings Strategies (Ep. 115)

Ever feel overwhelmed by the maze of retirement planning?  You’re not alone.  Join Peter Raskin as he ventures into the world of Individual Retirement Accounts (IRAs). Born from the Employee Retirement Income Security Act of 1974, IRAs are now a cornerstone of savvy financial planning. Peter navigates through the complexities of IRAs, covering everything from …

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Breaking Stigmas and Improving Mental Health with Ariana Mufson (Ep. 114)

Breaking Stigmas and Improving Mental Health with Ariana Mufson (Ep. 114)

Many people trivialize mental health because they forget it can affect all areas of their lives, including their physical and financial well-being. Others hesitate to seek help because of the associated stigmas. Join Peter Raskin and guest Ariana Mufson, LICSW, CST, Psychotherapist, in their efforts to normalize, and even prioritize, mental well-being. Today’s episode explores …

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Nine Financial Resolutions: An Essential Checklist from a Financial Planner (Ep. 113)

Nine Financial Resolutions: An Essential Checklist from a Financial Planner (Ep. 113)

Are you always thinking about reviewing your finances but never seem to get it done? Join us in taking nine New Year’s Resolutions that will help you evaluate and organize your current financial situation. As a financial planner, Peter Raskin shares nine financial resolutions that he will be working on in 2024, along with his …

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Year-End Reflections & Personal Stories From the Raskin Planning Group Team (Ep. 112)

Year-End Reflections & Personal Stories From the Raskin Planning Group Team (Ep. 112)

One of the goals of this podcast is to help listeners get to know our team better. As days grow shorter and holiday lights fill the darkness, it’s the perfect time to hear from the Raskin Planning Group team and reflect on the past 12 months! Join Peter Raskin as he interviews his colleagues Alex …

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Mastering Year-Round Tax Planning: Strategies for a Financially Savvy Year-End (Ep. 111)

Mastering Year-Round Tax Planning: Strategies for a Financially Savvy Year-End (Ep. 111)

The clock is ticking, days are getting shorter and cooler, and it is hard to believe that Thanksgiving and Christmas are just around the corner. But from a financial perspective, we have less than two months to do tax planning, so what should you be thinking about? In this episode, Peter Raskin discusses the importance …

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The Similarities Between Traveling and Financial Planning (Ep. 110)

The Similarities Between Traveling and Financial Planning (Ep. 110)

One of the most important aspects of achieving our financial goals is having a clear vision of what you want to accomplish. And just like a travel journey, without a clear goal, it is easy to get distracted, lose motivation, and make poor decisions. However, setting a goal is not enough. You also need to …

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