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 …
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 …