As a financial planner, Peter Raskin has the privilege of accompanying families on their journey through life. He also has the pleasure of seeing first-hand how comprehensive financial planning can enhance a family’s life. Today, Peter Raskin highlights how planning can lead to well-lived lives. He reveals why and how some people become millionaires without …
When was the last time you reviewed your financial plan? In this episode, Peter Raskin reveals why he recommends reviewing financial plans each year. He also shares what you should be considering when reviewing your plan and the adjustments your plan may require as you progress through life’s changes. In this episode, you will learn: …
Some say that there’s always time for a glass of wine. But with a wide variety of wines to choose from, how should you choose which to drink — and when? Today, Peter Raskin joins Jason Lee, the owner and CEO of VINOvations, to explore Jason’s expertise and his wealth journey in the business of …
Interest rates are almost at the lowest they have ever been. Are you thinking about buying or refinancing a house? Today, Peter Raskin speaks with David Fay, a mortgage loan officer with the Washington Trust Mortgage Company, about what to consider before choosing a mortgaging. David also provides clarity on options for loans and interest …
Technology has become the foundation of our modern world. During times of uncertainty, like what we’ve experienced in 2020, technology has proved just how useful it can be. Today, Peter Raskin explores the world of technology and the benefits it can provide both professionally and personally. In this conversation, Peter also addresses the possibility of …
Do you know what a bear market is? Here’s a hint: we are currently experiencing this type of market. In this episode, Peter Raskin explores bear markets and the effect they have on the financial industry. Peter additionally discusses strategies to help you navigate these types of markets. In this episode, you will learn: What …
Don’t wait for a big event to start the planning process. Begin your financial plan today and continue that plan for the rest of your life. In this episode, Peter Raskin opens a conversation about the importance of making the decision to start your financial plan. He provides examples of how different decisions, or no …
How often are you talking with your financial advisor, only for them to mention a word you don’t understand? If you don’t understand certain terms, you might know why your portfolio is constructed in a particular way. In this episode, Peter Raskin goes over a variety of financial terms that most people don’t understand. He …
When was the last time you reviewed your retirement plan? Now might be the time—the introduction of the new SECURE Act may impact your plan for the future. In this episode of the Wealth Is In The Details Podcast, Peter Raskin breaks down the SECURE Act and how it may impact your retirement planning. In …
Everyone is nervous during this pandemic. But what should you focus on when trying to arrange your finances? Today, Peter Raskin talks about the effect COVID-19 has on the financial market and individual portfolios alike. Peter also shares five action items you should look at when dealing with personal finances to help both you and …