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All Episodes
Wealth Is In The Details Podcast — 149 episodes
Estate Planning as an Expression of Love and Responsibility (Ep. 148)
Reflecting on 2025 and Looking Ahead to 2026 with the Raskin Planning Group Team (Ep. 147)
Planning Ahead for 2026 With a Practical Financial Checklist (Ep. 146)
Managing Life Transitions Through Financial Planning (Ep. 145)
Making Sense of Medicare: What You Need to Know Before Open Enrollment Ends (Ep. 144)
The Power of Direct Indexing: Personalization, Control, and Tax Efficiency (Ep. 143)
Building Your Year-End Financial Checklist (Ep. 142)
Protecting Wealth Through Insurance with Robert Mansfield, CPCU (Ep. 141)
2025 Tax Law Updates and Strategic Planning (Ep. 140)
Taxes Aren’t Everything: Prioritizing Your Financial Objectives (Ep. 139)
Financial Realities of Later-Life Marriages (Ep. 138)
Understanding Biases That Shape Your Financial Behavior (Ep. 137)
Managing Wealth Amidst Uncertainty (Ep. 136)
Planning for Uncertainty: Retirement Income Strategies (Ep. 135)
Stress-Free Tax Preparation (Ep. 134)
Insights from Peter Raskin regarding Financial Planning in Turbulent Times (Ep. 133)
Unlocking the Potential of Trusts with Kendalynn Mowery (Ep. 132)
Reflecting on 2024 and Anticipating 2025 with the Raskin Planning Team (Ep. 131)
Planning for the Future: Life Insurance as a Tool for Security and Legacy (Ep. 130)
Understanding Trusts: An Essential Tool in Estate Planning (Ep. 129)
Proactive Year-End Financial Planning for 2024 (Ep. 128)
What Keeps Clients Up at Night? (Ep. 127)
How to Incorporate Charitable Giving into Your Financial Plan (Ep. 126)
How Upcoming Tax Changes Could Impact Your Finances (Ep. 125)
Planning Your Summer Travels? Don’t Miss These Brewery Tips! with Hal Mooney (Ep. 124)
Financial Planning Rules of Thumb (Ep. 123)
The Bucket: Living Fully and Avoiding Regrets with David Abend (Ep. 122)
Why Cash Might Not Be King: Understanding Investment Risks (Ep. 121)
Understanding the Risks at the Top of Your Financial Planning Pyramid (Ep. 120)
Building a Diversified Portfolio Through Alternative Investing with William Wolfe (Ep. 116)
Home Ownership vs. Renting: What’s the Best Choice for You? (Ep. 119)
Decoding Financial Jargon Part 2 (Ep. 118)
Decoding Financial Jargon Part 1 (Ep. 117)
Why You Should Master Retirement Savings Strategies (Ep. 115)
Breaking Stigmas and Improving Mental Health with Ariana Mufson (Ep. 114)
Nine Financial Resolutions: An Essential Checklist from a Financial Planner (Ep. 113)
Year-End Reflections & Personal Stories From the Raskin Planning Group Team (Ep. 112)
Mastering Year-Round Tax Planning: Strategies for a Financially Savvy Year-End (Ep. 111)
The Similarities Between Traveling and Financial Planning (Ep. 110)
The Rise And Fall Of Inflation (Ep. 109)
How to Save Taxes and Achieve Your Financial Objectives with James Spoto, CPA (Ep. 108)
How to Choose the Right Retirement Plan for Your Business (Ep. 107)
From Working Boots to Business Suits with Larry DiCara (Ep. 106)
Boys Town: A History of Hope and Healing for Troubled Youth with Aric Johnson (Ep. 105)
How The Opportunity Zone Legislation Can Help Maximize Tax Benefits with Nino Balduzzi (Ep. 104)
A 7-Step Checklist for Your Journey Into Retirement (Ep. 103)
Exploring Your Potential In Real Estate Investing With Michael Price (Ep. 102)
Annuities 101 (Ep. 101)
Building a Strong Foundation: Considerations in Supporting Your Independent Young Adult (Ep. 100)
Navigating Market Uncertainty: How to Stay Calm and Invest Smart (Ep. 99)
The Life and Legacy of Charlie Raskin (Ep. 98)
Bonds are Back: A Comprehensive Guide on Bonds with Stan Sattler (Ep. 97)
401(k) 101: Getting To Know The Basics (Ep. 96)
The Raskin Planning Group Team (Ep. 95)
Assessing Your Year-End Financial Goals (Ep.94)
Veterans Affairs Healthcare With David Hencke (Ep.93)
Vital Services Available For Our Veterans With Cathy Battles and Alyssa Hayes (Ep.92)
Navigating The Complexities of Healthcare With Dianne Savastano (Ep.91)
Solving Business Objectives With Mark Bronfman (Ep.90)
How Personal Biases Can Affect Your Financial Decisions (Ep.89)
5 Financial Areas To Consider When Year End Planning (Ep.88)
Navigating Long Term Care with Natasha Heimrath (Ep.87)
Your Frequently Asked Questions Answered, Part 2 (Ep.86)
Being Good Stewards of Physical Health with Leslie Jackson
A Conversation About Residential Solar Energy With George Wood (Ep.84)
Your Frequently Asked Questions Answered, Part 1 (Ep.83)
Challenges Can Bring Tasteful Opportunities With Pete Minich (Ep.82)
Stewardship In The Church With Rev. Jolie Olivetti (Ep.81)
Investment Losses With Peter Raskin (Ep.80)
The Good and Bad News of Realized Capital Gains (Ep. 79)
Protect Yourself Against Cyber Crime and Identity Theft (Ep. 78)
The Gains and Losses of Direct Indexing with Matt Potter (Ep. 77)
Lessons in Donations with Ken Nopar (Ep. 76)
Trust Funds and Trustees Lessons with Christopher Holtby (Ep. 75)
Personal Investments With Personal Values with Jeff Wildermuth (Ep. 74)
73. Stewardship Checklist Tasks That Everyone Should Be Reviewing Annually
72. ‘Tis The Season To Be Grateful
71. Cash Is King
70. Descending The Mountain Of Retirement
69. Get The 411 On The 1031 With Paulo Aguilar
68. Five Reasons To Have A Long Term Contingency Plan
67. The First Step To The American Dream
66. The Conversation About Healthcare Advocacy with Dianne Savastano
65. Concierge Care 24/7 365 with Dr. Ned Legare
64. The Reliable Bonds Of Your Portfolio with Stan Sattler
63. The Monte Carlo Of Financial Planning
62. Your Financial Plan And Your Nonprofit Involvement Aren’t So Different with Charles Gagnon
61. The Five Biggest Financial Planning Mistakes Made During the Pandemic
60. Planning Today For The Needs Of The Future – with Abe Shtulsaft
59. Investment Gains, Losses And The Taxes Between
Episode 58 – What It’s Like To Own, Run, and Manage A Construction Company – With Jeff McLinden
Episode 57 – Using Strategic Planning As A Tool To Grow Your Business – With Kevin Poland
Episode 56 – Invest In Yourself, And Hire a Coach – With Guest Kevin Poland
Episode 55: The Difference Between “Live On” and “Leave On” Assets
Episode 54: How to Design and Implement Your Estate Plan – With Brett Kaufman
Episode 53: Break Away from Being an Income Machine
Episode 52: Giving to Create a Legacy
Episode 51: Behind the Scenes of the Boston Restaurant Industry – With Jasper White
Episode 50 – Growing Your Business for Your Exit – With John Leonetti
Episode 49 – A Deep Dive into Employee Stock Ownership Plans (ESOP) – With Guest Richard Glassman
Episode 48 – Health Insurance For Small Businesses – With Guest Patrick Mccullom
Episode 47 – What is Your Business Worth? — With Chris Mellen
Episode 46 – How to Prepare Your Successor Before Exiting Your Business – With Abby Donnelly
Episode 45 – Exit Strategies for Business Owners
Episode 44 – Election Season: The Correlation Between Markets and Government Policies
Episode 43 — Home Is Where The Heart Is — With Amy Roberts
Episode 42 — Lives Well-Lived and Well-Planned
Episode 41— 5 Reasons Why You Should be Reviewing Your Plan Annually
Episode 40 — The Intricacies and Simplicities of Wine — With Jason Lee
Episode 39 – What to Know Before You Buy or Refinance Your Home
Episode 38 – Technology to Stay Organized, Provide Clarity, and Enhance Communication
Episode 37- How to Bear With This Bear Market
Episode 36 — Making No Decision is Still a Decision
Episode 35: Financial Jargon Explained
Episode 34 – Securing Your Future With the SECURE Act
Episode 33 – 5 Financial Actionable Items For COVID-19
Episode 32 – Taking Care of Business: Small Business Retirement Plans
Episode 31 – The Art of Downsizing in Boston— With Deborah Lucci
SPECIAL UPDATE: COVID-19
Episode 30 – 4 Options for Funding Your Child’s Education
Episode 29 – Becoming a Good Steward of Your Finances With a Checklist
Episode 28 – Trust Is About Certainty and Love — With Dean Mioli
Episode 26 – How to Align Your Values With Your Investing
Episode 27 – How to Plan for the Final Third of Your Life — With Karen Wasserman
Episode 25 – Do You Know Your Investment Risk Tolerance?
Episode 24 – Make Your Travel Dreams Come True — With Jacqui Lewis
Episode 23 – Answers to Your Top Personal Finance Questions
Episode 22 – To Roth or Not to Roth
Episode 21 – What Are Your Financial Assumptions?
Episode 20 – Is a Target Date Fund Right for You?
Episode 19 – Make a Final Thoughtful Gift to Your Family — With Carl Goldman
Episode 18 – Property and Liability Insurance — With Guest Bob Mansfield
Episode 17 – Discussing Health Care and Medicare Concerns in Retirement — With Camille Barron
Episode 16 – Contingency Planning for Retirement
Episode 15 How Does Social Security Fit into Your Investment Plan?
Episode 14 – Health Savings Accounts Are the Best Thing Since Sliced Bread
Episode 13 – How to Prepare for the 5 Biggest Risks in Retirement
Episode 12 – How to Plan for Contingencies in Retirement
Episode 11 – Contingency Planning in Retirement: Long-Term Care
Episode 10 – Focus on the Controllable
Episode 9 – Charitable Planning Can Be a Win-Win-Win
Episode 8 – Financial Decision Making Isn’t Always Rational
Episode 7 – Tax Planning is a Year-Round Process – Part 4
Episode 6: Tax Planning is a Year-Round Process – Part 3
Episode 5 – Tax Planning as a Year-Round Process – Part 2
Episode 4 – Tax Planning as a Year-Round Process – Part 1
Episode 3: It’s All About the Relationships – Part 2
Episode 2: It’s All About the Relationships – Part 1
Episode 1 – Meet Peter Raskin of Raskin Planning Group