Like most other people, small business owners have financial goals, objectives, assets, liabilities, and expenses. But they also have an extra asset: their business. How can business owners plan for retirement when their business is in the mix? In this episode, Peter Raskin shares what small business owners need to consider when building retirement plans. …
Your kids will probably be grown up and independent by the time you retire. At this point, your family home might start to feel too big and too empty. You might decide that it’s time to downsize. In this episode, Peter Raskin is joined by top Massachusetts realtor Deborah Lucci. Deborah generously shares insights into …
In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous …
We all want the best for our children, which includes providing them with the best education possible. Whether you’re planning for private school or college, the question remains the same: How will you fund it? In this episode of Wealth Is in the Details Podcast, Peter Raskin takes you through the four options available to …
Have you ever considered revisiting and reviewing your financial plan every quarter? The beauty of planning ahead is that it opens up space for relaxing and being present. In this episode, Peter Raskin shares ideas on how to become a better steward of your money by using a checklist. Raskin Planning Group has created a …
“Trust” is defined as having a reliance on the integrity, ability, and surety of a person or a thing. In short, trust equals certainty. With estate planning, anyone who sets up a trust does so because they want to feel certain about a future outcome. In this episode, Peter Raskin is joined by Dean Mioli, …
When you align your financial plans with your personal values, it becomes much easier to achieve your goals. In this episode, Peter Raskin explains how he helps his clients align their values with their financial plans through an approach called responsible investing. This episode is a must-listen for anyone who wants to choose the companies …
Our lives can be divided into thirds: young life, adulthood, and retirement. During adulthood, we’re in the thick of experiencing life, yet this is when we must invest the most time in planning for our final third, retirement. In this episode of Wealth Is in the Details Podcast, Peter Raskin sits down with Karen Wasserman, …
For many Americans, the idea of “risk” when it comes to your investments can be scary. You want to feel secure in your finances, especially when it comes to your future. In this episode, Peter Raskin debunks common misconceptions about risk in the market and explains why risk can be a good thing. In this …
It’s important to build your financial plan around more than just your needs — to consider your wants as well. In this episode of Wealth is in the Details Podcast, Peter Raskin speaks with guest Jacqui Lewis, president and managing director of Audley Travel North America. Jacqui gives you special insight into the travel expertise …