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 …
How will you handle the transition from using your employer’s health insurance plan to individual insurance once you retire? This is a shift that many people find overwhelming. This episode is all about giving you the support and answers you need to prepare for that transition. Peter Raskin is joined by health care insurance specialist …
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 …