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: …
In part three of his series, Peter Raskin discusses how asset location can make a difference in your tax plan. Don’t miss this opportunity to learn which strategies Peter uses to help his clients reach their wealth goals. In this episode, you will learn: About a case study in which a couple withdrew money from …
Wealth is a journey, and that journey lasts year-round. In part two of his tax planning mini-series, Peter Raskin dives deeper into the year-round planning process of tax planning, highlighting his point of view on taxes and why he thinks they’re important. In this episode, you’ll learn: How the political landscape will affect taxes in …
When many Americans think about tax planning, they think of tax season – a short-term process which lasts a couple months at most. However, in this episode of the Wealth is in the Details podcast, Peter Raskin explains how tax planning is really a year-round process. In this episode, you’ll learn about: The difference between …