Raskin Planning Group

When was the last time you talked openly with your family about your wishes?

Peter Raskin highlights the importance of honest conversations with heirs. Estate planning is not about control; it is about clarity, understanding, and thoughtful preparation across generations.

Tune in and start the conversation: https://apple.co/40cS0QR

What would happen if your family had to sort through multiple accounts, unclear documents, and outdated beneficiaries?

Peter Raskin shares why consolidating accounts and reviewing your estate documents regularly can be one of the most thoughtful things you do for your loved ones.

Tune in to The Wealth Is In The Details Podcast and hear the full conversation: https://bit.ly/46EnaEk

Estate Planning as an Expression of Love and Responsibility (Ep. 148) Wealth Is In The Details Podcast · Episode

Estate planning is not just about assets; it is about the people connected to them.

This week, Peter Raskin explains how wills, trusts, and powers of attorney are practical ways to care for your family long after you are gone. Clear planning today can reduce confusion and stress later.

Check out the full conversation here: https://apple.co/40cS0QR

Estate Planning as an Expression of Love and Responsibility (Ep. 148) Podcast Episode · Wealth Is In The Details Podcast · March 4 · 34m

Confidence often comes after the work, not before

On this episode of The Wealth Is In The Details Podcast, we talk about personal growth, career development, and lessons learned through real experience.

Declan Davis shares how stepping into new opportunities changed how he sees his future.

Listen more! https://apple.co/3NI706o

What stays with you after a year full of change?

In this episode of The Wealth Is In The Details Podcast, Peter Raskin connects with the Raskin Planning Group team to reflect on the moments that defined 2025.

From career milestones to personal habits, the conversation shows how reflection helps shape what comes next.

Listen to the full episode of The Wealth Is In The Details Podcast here: https://bit.ly/4a0A3cH

Reflecting on 2025 and Looking Ahead to 2026 with the Raskin Planning Group Team (Ep. 147) Wealth Is In The Details Podcast · Episode

Reflection creates clarity, especially when it’s shared.

Peter Raskin sits down with Kathryn Broy, Alexander LaCroce, Tony Araujo, and Declan Davis for a look back at 2025 and a thoughtful look ahead to 2026.

They talk about personal lessons, professional growth, routines, and the experiences that shaped their year.

Listen to the full episode of The Wealth Is In The Details Podcast here: https://apple.co/3NI706o

Reflecting on 2025 and Looking Ahead to 2026 with the Raskin Planning Group Team (Ep. 147) Podcast Episode · Wealth Is In The Details Podcast · 2026-01-27 · 39m

Drifting happens quietly when plans are not reviewed. Small misalignments can grow when they go unnoticed.

In this episode, Peter Raskin shares why regular planning check-ins help identify issues early and keep long-term decisions aligned.

Check it out: https://apple.co/4b8KHQH

Most financial stress comes from not knowing what needs attention right now and what can wait. A simple checklist can change that.

Peter Raskin breaks down how annual planning reviews help keep priorities aligned and decisions thoughtful on The Wealth Is In The Details Podcast.

Get the full conversation here: https://bit.ly/3YMmGaO

Planning Ahead for 2026 With a Practical Financial Checklist (Ep. 146) Wealth Is In The Details Podcast · Episode