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 …
Are friends and media your main sources of financial information? Today, Peter Raskin answers his clients’ top questions with a special focus on Social Security benefits. This is an informative conversation that will help you gain clarity that media (and even friends) can’t offer when it comes to getting expert financial advice. In this episode, …
It’s an age-old question: to Roth or not to Roth? Deciding whether to use a Roth IRA for your retirement savings can be a tricky decision. In this episode of Wealth Is in the Details Podcast, Peter Raskin explains the parameters of the Roth IRA and helps you to decide whether it’s right for you. …
Biases are a part of everyday life. Financial assumptions can be harmful to your financial goals…but not always! In this episode, Peter Raskin explains how assumptions can impact your long-term financial goals, both positively and negatively. In this episode, you will learn: Why you need to be cautious when making assumptions about finances How small …
In today’s world, more and more people are investing in a target date fund (TDF) when saving for retirement. In this episode, Peter Raskin discusses why target date funds are so popular and then helps you to consider whether this investment approach is right for you. In this episode, you will learn: How risk and …
Planning your own funeral may seem morbid, but in reality, it is the final thoughtful gift you can leave for your loved ones. In this episode, Peter Raskin sits down with licensed funeral director Carl Goldman to discuss why you should plan for your funeral and what steps are involved. In this episode, you will …
No one likes to spend a lot of time thinking about bad things that might happen. However, in the economic reality in which we live, it is critical and prudent to be prepared. In this episode, Peter Raskin sits down with guest Bob Mansfield, an expert in property and liability insurance at HUB International, to …