The last quarter of the year is approaching, and you don’t want to be rushing around at the last minute trying to finish your year end planning. In this episode, Peter Raskin covers five financial areas to consider when year end planning. He will provide some easy pickings of questions he asks his clients to …
Many people don’t like to discuss the need for long-term care for their loved ones. However, it is vital to have open communication with your family about your wants and needs before decisions need to be made. In this episode of Wealth Is In The Details, Peter Raskin chats with Natasha Heimrath, executive director at …
Everyone has questions about finance, whether they want to know when to take Social Security or compare renting to buying. In this episode, Peter Raskin continues answering questions he gets asked as a financial advisor, sharing his knowledge and experience on topics everyone wants to know. Peter discusses: Why clients should invest now When to …
The past couple episodes have focused on stewardship of our faith, finances and the environment. What about our physical health? Without good physical health, being good stewards of the above is a moot point. In this episode, Peter Raskin talks with Leslie Jackson*, a registered dietitian nutritionist. She discusses the importance of people having a …
There is a profound awakening amongst many of us that we need to be stewards of our physical world and we need to protect our environment for the next generation. In this episode, Peter Raskin talks with George Wood, renewable energy consultant at Oak Point Energy Associates, LLC. He discusses why you should consider adding …
Time and time again, you might have thought about questions you want answered about your financial plan, changes to your portfolio and so much more. In this episode, Peter Raskin answers some of the frequently asked questions he gets asked as a financial advisor. Peter discusses: If you should make changes to your portfolio given …
As a business owner, the pandemic might have caused a number of sleepless nights. But on the positive side, it has allowed you to critically think about how you are operating your business to serve your customers. In this episode, Peter Raskin talks with Pete Minich*, owner of Fresh City Kitchen. Pete explains how the …
What is stewardship and why is it important for our families and communities? In this episode, Peter Raskin speaks with Rev. Jolie Olivetti from the Unitarian Church of Sharon. They discuss how stewardship is a core belief and value for many. Jolie discusses: What it means to be a steward of your community and your …
April and May 2022 have been two months to forget for investors, with the market being as volatile as ever, and with losses as high as ever. The job of financial planners has become more challenging. What is the best way for financial planners to coach their clients on how to best handle the market …
Investors see capital gains as both good and bad news for their investment portfolio. The good took place in 2021 when investors saw increased capital on their investments. The bad took place in the form of increased tax payments. What is the best way for investors to maneuver between these two extremes? In this episode, …