To hand off your business to a successor who will keep leading with similar values and goals, you need a strategic succession plan that aligns with the skills, experience, and capabilities of your business. In this episode of The Wealth Is In The Details, Peter Raskin welcomes the Leadership & Legacy Group’s Abby Donnelly to …
Choosing to leave your business can be a difficult decision, but is one that must ultimately be made. Today, Peter Raskin discusses exit strategies for small business owners. He dives into the financial and mental struggle that can come when choosing to leave, and reveals how planning for your exit early can both guide and …
With election season upon us, many Americans are anticipating what’s to come from the 2020 presidential election — and what the election and its resulting presidency could mean for the markets. In this episode, join Peter Raskin as he debunks the common belief that markets are influenced by politicians and their policies. Peter breaks down …
From selling your home to packing up and settling into your new house, moving can be an incredibly stressful experience. But what if someone could help make your move a little easier? In this episode, Peter Raskin welcomes Out of the Box Moves’ Amy Roberts. Together, they discuss the most stressful parts of the moving …
As a financial planner, Peter Raskin has the privilege of accompanying families on their journey through life. He also has the pleasure of seeing first-hand how comprehensive financial planning can enhance a family’s life. Today, Peter Raskin highlights how planning can lead to well-lived lives. He reveals why and how some people become millionaires without …
When was the last time you reviewed your financial plan? In this episode, Peter Raskin reveals why he recommends reviewing financial plans each year. He also shares what you should be considering when reviewing your plan and the adjustments your plan may require as you progress through life’s changes. In this episode, you will learn: …
Some say that there’s always time for a glass of wine. But with a wide variety of wines to choose from, how should you choose which to drink — and when? Today, Peter Raskin joins Jason Lee, the owner and CEO of VINOvations, to explore Jason’s expertise and his wealth journey in the business of …
Interest rates are almost at the lowest they have ever been. Are you thinking about buying or refinancing a house? Today, Peter Raskin speaks with David Fay, a mortgage loan officer with the Washington Trust Mortgage Company, about what to consider before choosing a mortgaging. David also provides clarity on options for loans and interest …
Technology has become the foundation of our modern world. During times of uncertainty, like what we’ve experienced in 2020, technology has proved just how useful it can be. Today, Peter Raskin explores the world of technology and the benefits it can provide both professionally and personally. In this conversation, Peter also addresses the possibility of …
Do you know what a bear market is? Here’s a hint: we are currently experiencing this type of market. In this episode, Peter Raskin explores bear markets and the effect they have on the financial industry. Peter additionally discusses strategies to help you navigate these types of markets. In this episode, you will learn: What …