Many things in life are outside of our control. However, planning for those uncontrollable events places you back in the driver’s seat. In this episode of Wealth Is in the Details Podcast, Peter Raskin discusses contingency planning and how what we plan for is something we can control. In this episode, you will learn: Why …
Think of your retirement as a three-legged stool: Social Security is the first leg, your employer-sponsored plan and IRAs are the second leg, and the third leg is your non-retirement investments and savings. In this episode of the Wealth Is in the Details Podcast, Peter Raskin focuses on the first leg, Social Security, and how …
Health savings accounts (HSAs) are becoming increasingly popular as more employers make them available to their employees. However, with a new savings option comes more to learn. In this episode of Wealth Is in the Details Podcast, Peter Raskin explains the ins and outs of HSAs and how to use them to your benefit. In …
Life is unpredictable, and trying to prepare for everything makes it difficult to be fully prepared for anything. In this episode of Wealth Is in the Details Podcast, Peter Raskin gives you direction as he pinpoints the five biggest retirement risks and how to prepare for them. In this episode you will learn: The five …
Thanks to technology, humans are living longer than ever before, and it is important to consider that when planning for retirement. On that note, Peter Raskin explains the importance of contingency planning in retirement with a special focus on healthcare costs. In this episode, you will learn: How to insure your long-term care costs in …
When planning for retirement, most people think about the fun things they’ll do or the real estate they plan on buying. However, very few people plan for the worst — they typically don’t think about potential illness or other ailments — and their finances reflect that. In this episode of Wealth Is in the Details …
When it comes down to it, knowing where your money is going is essential for creating wealth. In this episode of Wealth is in the Details Podcast, Peter explains why he strongly recommends that his clients focus on the controllable spending in everyday life. In this episode, you will learn: Why knowing how much you …
Is giving to charity one of your financial goals? If so, you’ll be happy to discover the many benefits that your donations can bring—not only to the receiver but to you and your family! In today’s episode, Peter Raskin shares his expertise in charitable giving and how it can be a win-win-win for all involved. …
Did you stop for coffee and breakfast this morning, and do you plan on grabbing a sandwich at a café for lunch? Have you considered how eating out every day could be taking a bite of your wallet? In this episode, Peter Raskin explains how the small decisions we make can be consequential— and why …
A mini-series about year-round tax planning wouldn’t be complete without discussing investment tax management. In part four, Peter Raskin discusses his investment tax management recommendations, including the advantages of capital gains and dividend tax rates. Then he dives into the ins and outs of stepped-up basis and gifting strategies. In this episode, you will learn: …