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Wednesday, March 4, 2026

Listen as Peter Raskin explains why estate planning is ultimately an act of love for spouses, children, and heirs. He outlines the essential documents every family should understand, including wills, powers of attorney, and trusts.

Tuesday, January 27, 2026

In this episode, Peter Raskin is joined by the team at Raskin Planning Group, Kathryn Broy, Alexander LaCroce, Tony Araujo, and Declan Davis for the annual Raskin Planning Group year-in-review and outlook conversation.

Tuesday, December 30, 2025

Peter Raskin walks through a comprehensive planning checklist to help individuals and families prepare for the 2026 calendar year. He explains how reviewing the prior year, setting new goals, and anticipating life events create clarity.

Wednesday, December 3, 2025

Peter Raskin reflects on the many transitions clients experienced this year and how planning supports clarity through change. He shares real examples of families dealing with retirement questions, concentrated stock positions and more!

Wednesday, November 19, 2025

Learn how Medicare works, what each part covers, and how to make informed decisions during open enrollment. He breaks down the differences between Medigap and Medicare Advantage, highlights how income can affect premiums, and more

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Wednesday, October 22, 2025

Peter Raskin explains how direct indexing works, who can benefit from it, and why it’s becoming an increasingly popular option for investors who want more flexibility, personalization, and tax efficiency in their portfolios.

Wednesday, October 1, 2025

As the year closes, financial planning opportunities emerge that can set the stage for a stronger future. How do you make the most of tax strategies, savings tools, and estate planning before the calendar turns? What should be...

Wednesday, September 17, 2025

In this episode, Peter Raskin talks with longtime friend Robert Mansfield, CPCU, Senior Vice President at HUB International New England, about the essentials of property and liability insurance.

Wednesday, August 20, 2025

From new tax rules to little-known retirement plan strategies, 2025 is shaping up to be a year of significant changes for many taxpayers. In this episode, Peter Raskin unpacks timely provisions from the “One Big Beautiful Bill Act,”...

Wednesday, August 6, 2025

In this episode, Peter Raskin unpacks the recently signed “One Big Beautiful Bill” and what it means for families and individuals. More importantly, he breaks down how to think about taxes not in isolation.

Wednesday, July 16, 2025

In this episode, Peter Raskin explores the unique financial challenges faced by older couples tying the knot. With stories and strategies, Peter offers guidance to help navigate the complex decisions surrounding later-life marriages.

Wednesday, June 25, 2025

Peter Raskin explores how common behavioral biases influence investor decisions and why recognizing them is crucial for effective long-term planning.

Wednesday, June 4, 2025

Uncertainty looms in every corner of our lives, but can we turn it into clarity? How do financial decisions shape long-term security and day-to-day sense of security? What strategies can help align investments with life’s changing...

Thursday, March 13, 2025

In today’s uncertain financial landscape, mastering the balance between planning for the future and living in the present is essential. How do political shifts influence personal financial decisions? How can investors navigate risk...

Wednesday, February 12, 2025

Trusts offer powerful tools for protecting assets, reducing taxes, and planning for future generations. But how do you choose the right structure for your unique needs? This week, Peter Raskin is joined once again by Kendalynn Mowery...

Wednesday, January 22, 2025

Curious about the behind-the-scenes dynamics of Raskin Planning Group? How about discovering some personal stories from the faces powering the financial planning services? In this episode, Peter Raskin welcomes the entire Raskin...

Wednesday, January 1, 2025

Life insurance is more than a financial product—it’s a way to express love and care for your family and future. How can life insurance provide stability in uncertain times? How does it evolve with your goals throughout life? In this...

Thursday, December 19, 2024

What's the best way to protect and transfer wealth across generations? In this episode of Wealth Is In The Details, host Peter Raskin welcomes Kendalynn Mowery from Premier Trust Company to explore the intricacies of trust planning....

Tuesday, December 10, 2024

The end of the year brings a crucial opportunity to review and optimize financial plans. In this episode of The Wealth Is In The Details Podcast, Peter Raskin dives into year-end financial planning strategies to keep you ahead of the...

Friday, October 18, 2024

Are you ready to navigate the potential tax changes on the horizon? Understanding how upcoming tax law changes can impact your financial plan is critical! Get ahead of these changes with proactive planning. In this episode of Wealth...

Friday, October 18, 2024

Ever wondered if all dark beers are heavy or if beer really should be served ice cold? Let's debunk these myths and dive deep into the rich world of beer with certified expert Hal Mooney! In this episode of Wealth Is In The Details,...

Thursday, September 19, 2024

Are financial rules of thumb guiding your journey to wealth? Discover why these shortcuts might not work as well as you think and how personalized strategies can make all the difference. Today on Wealth Is In The Details, Peter Raskin...

Thursday, September 19, 2024

Want to live life with no regrets and embrace your mortality as a catalyst for fulfillment? Today on Wealth Is In The Details, Peter Raskin welcomes his longtime friend David Abend, co-founder of The Bucket, about transforming...

Friday, July 12, 2024

Could keeping your money in cash actually be risky? In this episode of Wealth Is In The Details, Peter Raskin delves into the commonly overlooked risks associated with holding cash or cash equivalents like CDs and US Treasuries. He...

Friday, July 5, 2024

Are you ready to navigate the complexities of financial planning across different stages of your life? Today on Wealth Is In The Details, Peter Raskin dives deep into the structure of the financial planning pyramid, an invaluable tool...

Thursday, June 13, 2024

You’ve probably heard of alternative lifestyles and alternative facts, but are you familiar with alternative investments? This week on Wealth is in The Details, Peter Raskin and William Wolfe from FS Investments talk about alternative...

Wednesday, May 29, 2024

In today's challenging housing market, is it better to rent or buy a home? Today on Wealth Is In The Details, Peter Raskin delves into the complexities of the housing market, addressing the struggles faced by younger generations...

Tuesday, May 7, 2024

Welcome back to part 2 of our two-part series where we break down financial jargon that many advisors use, for our listeners! In this episode, Peter Raskin breaks down more complex financial terms to help you better understand...

Wednesday, April 17, 2024

Welcome to part one of a two-part series breaking down financial jargon! Today on Wealth Is In The Details, Peter Raskin breaks down complex financial jargon to help listeners gain a deeper understanding of key investment concepts....

Wednesday, March 6, 2024

Ever feel overwhelmed by the maze of retirement planning?  You're not alone.  Join Peter Raskin as he ventures into the world of Individual Retirement Accounts (IRAs). Born from the Employee Retirement Income Security Act of...

Monday, February 12, 2024

Many people trivialize mental health because they forget it can affect all areas of their lives, including their physical and financial well-being. Others hesitate to seek help because of the associated stigmas. Join Peter Raskin and...

Monday, February 12, 2024

Are you always thinking about reviewing your finances but never seem to get it done? Join us in taking nine New Year’s Resolutions that will help you evaluate and organize your current financial situation. Peter Raskin shares...

Friday, January 5, 2024

One of the goals of this podcast is to help listeners get to know our team better. As days grow shorter and holiday lights fill the darkness, it’s the perfect time to hear from the Raskin Planning Group team and reflect on the...

Wednesday, November 29, 2023

The clock is ticking, days are getting shorter and cooler, and it is hard to believe that Thanksgiving and Christmas are just around the corner. But from a financial perspective, we have less than two months to do tax planning, so what...

Wednesday, November 1, 2023

One of the most important aspects of achieving our financial goals is having a clear vision of what you want to accomplish. And just like a travel journey, without a clear goal, it is easy to get distracted, lose motivation, and make...

Wednesday, October 18, 2023

Feel like you're always paying more? In this insightful episode, Peter Raskin explains inflation, examining its recent rise and breaking down its impacts on society. He challenges the common belief that inflation affects everyone the...

Wednesday, October 4, 2023

Your wealth is in the details - and we're diving deep. Join host Peter Raskin and James Spoto, Partner at Spoto CPA, for an eye-opening conversation that unpacks the A to Z of financial planning. Curious about the Tax Cuts and Jobs...

Wednesday, September 20, 2023

Think a retirement plan is just another checkbox? Think again. In this episode, Peter Raskin gives us a deep dive into retirement plan options that fit businesses of all sizes. From 401(k) plans with profit-sharing to traditional...

Wednesday, September 6, 2023

How has Boston's transformation from a hub of blue-collar workers to a hotspot for white-collar specialists impacted its people, identity, and economic dynamics? In this episode, Peter Raskin chats with Larry DiCara, a seasoned real...

Wednesday, August 23, 2023

Family plays a pivotal role in shaping young lives, extending a guiding hand that leads troubled youth towards a brighter future. Not every child has access to a supportive family and unconditional love, but every child deserves it....

Wednesday, August 9, 2023

How can the opportunity zone legislation help you maximize your tax benefits? Investors can defer capital gains with opportunity zones. In this episode, Peter Raskin speaks with Nino Balduzzi of Griffin Capital about the Opportunity...

Wednesday, July 26, 2023

Planning for retirement is a lot like planning for travel. You need a moldable checklist of decisions that need to be made from a big-picture perspective. In this episode, Peter Raskin shares a 7-step checklist for retirees. He covers...

Wednesday, July 12, 2023

Are you looking for a way to invest your money and secure your financial future? In this episode, financial planner Peter Raskin interviews commercial real estate investor Michael Price on the benefits of investing in real estate...

Wednesday, June 28, 2023

Let’s have a little refresher on what annuities are, and if you’ve never heard of them before, don’t worry! Peter breaks them down from the beginning. In this episode, Peter Raskin takes us back to the classroom and...

Thursday, June 15, 2023

As parents, it's crucial to have open conversations with our children about their future, especially when it comes to financial independence.In this episode, Peter Raskin delves into the essential conversations parents should have with...

Friday, June 2, 2023

After multiple conversations, Peter has noticed that while his clients are not panicking and selling their stocks and bonds, they are holding onto their assets and feeling uneasy about the current state of the markets.When everyone...

Thursday, May 4, 2023

“A father’s love is forever imprinted on his child’s heart.”In this special episode, we delve into the life and legacy of Charlie Raskin, a man who lived a simple yet profound life. Peter Raskin shares his...

Friday, April 14, 2023

As an advisor, it's important to be able to construct a portfolio that can perform well in different market environments.In this episode, Stan Sattler, Director of Investment Solutions at Belle Haven Investments, delves into the risks...

Wednesday, March 8, 2023

Enrolling in a 401(k) plan seems intimidating because the restrictions can be confusing, but it doesn’t have to be!In this episode, Peter Raskin takes us back to the basics of retirement planning with 401(k) plans. He explains...

Tuesday, February 7, 2023

By now, we all know about Peter Raskin and the phenomenal guests we’ve had on the show so far, but who is on the rest of the team at Raskin Planning Group?In this episode, Peter Raskin introduces several of his colleagues at the...

Thursday, January 19, 2023

In this new year, you may be wondering what to set aside to reach your financial objectives. If this topic has been on your mind, now is the time to act.In this episode, Peter Raskin walks you through a year-end assessment of financial...

Thursday, December 29, 2022

We’re continuing to share vital services and resources for our veterans. Today, we’re spreading the word about Veterans Affairs Healthcare.In this episode, Peter Raskin talks with David Hencke*, veteran and outreach...

Thursday, December 15, 2022

Today, we’re celebrating our veterans who fought for our rights and freedoms with an episode dedicated to educating veterans and non-veterans about the services and resources available to support them.In this episode, Peter...

Wednesday, November 23, 2022

Who knew Medicare had so many options! Do you know which plan you have?In this episode, Peter Raskin talks with returning guest, Dianne Savastano, founder of Healthassist. She discusses the process of Medicare and the timing of...