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Wealth Is In The Details Podcast

Welcome to the "Wealth-Is-In-The-Details" Podcast.  In this podcast, financial planner Peter Raskin helps families and business owners understand and prepare for their wealth journey.  Along the way, thoughtful and detailed planning can provide clarity and confidence as clients confront a multitude of financial decisions.  Listen in as Peter shares stories and insight into people's wealth journeys.

Episode 57 - Using Strategic Planning As A Tool To Grow Your Business - With Kevin Poland Thumbnail

Episode 57 - Using Strategic Planning As A Tool To Grow Your Business - With Kevin Poland

The Renaissance Group’s one-page strategic plan is all about helping business owners build a great business and live a great life.  In part two of this two part series, Peter Raskin sits down once again with The Renaissance Group’s Kevin Poland to address everything surrounding strategic planning so that you too can start outlining future goals. You will learn: Why you should build a one-page strategic plan as a way to define the future of your business The importance of balancing long and short term business projects  How strategic planning overlaps with succession and exit planning  The emotional factor of strategic planning  And more! Tune in today to discover the relevance of putting a strategic plan in place – and the many reasons why you and your team should revisit and revise it on a regular basis. Resources: Raskin Planning Group: (617) 728-7433 | Whitepaper: Exit Planning For Business Owners | Peter Raskin | The Renaissance Group  | Kevin Poland | Book: The E-Myth Revisited | The 7 Habits of Highly Effective People by Stephen R. Covey | Big Hairy Audacious Goal (BHAG) by Jim Collins CRN-3537923-040721 Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning. Peter Raskin is a registered representative of Lincoln Financial Advisors. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

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Episode 56 – Invest In Yourself, And Hire a Coach - With Guest Kevin Poland Thumbnail

Episode 56 – Invest In Yourself, And Hire a Coach - With Guest Kevin Poland

The Renaissance Group provides advice and guidance to businesses that are ready to build a great business and live a great life.  In this episode, Peter Raskin sits down with his former business coach, Kevin Poland from The Renaissance Group. Today, Kevin addresses his organization’s coaching and consulting model designed to help you develop the mindset, strategies, and skills you need to achieve your entrepreneurial dream. In this episode, you will learn: Leadership and management skills: The Renaissance Group’s consulting and coaching approach for small businesses  Time, money, and people: What firm problems can professionals like Kevin solve  How Kevin got into the coaching business  Success stories: How Kevin and his team at The Renaissance Group have helped organizations build great businesses When is time to hire a coach: Kevin’s advice  And more! Listen today to find out everything you need to know about the process of business coaching with The Renaissance Group! Resources:  Raskin Planning Group  | (617) 728-7433 |  Peter Raskin  | The Renaissance Group  | Kevin Poland | Book: The E-Myth Revisited  CRN-3511091-032621 Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning. Peter Raskin is a registered representative of Lincoln Financial Advisors. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

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Episode 55: The Difference Between “Live On” and “Leave On” Assets Thumbnail

Episode 55: The Difference Between “Live On” and “Leave On” Assets

Most of you have been working for a long time, and as a result, have become good savers.  However, at some point in life, you will retire, rely upon the wealth you built, and eventually pass down everything you have to someone or something you care about.   While preparing your assets to be passed on, it’s critical to consider which will be “live on” assets, and which will become “leave on.” Find out how to do this in this episode, as Peter Raskin helps you understand the difference between these types of assets and the planning-related factors you must consider with each.  In this episode, you will learn: Tax considerations associated with retirement-related “live on” assets   Why and how to protect “live on” assets  Why life insurance can be a helpful vehicle when leaving wealth to your beneficiaries or heirs  Updating estate planning documents and wills as part your legacy planning process And more! Tune in today and find out how taxes and planning differ depending on the assets you’ll be transferring!  Resources: Raskin Planning Group | Podcasts | Resources | Peter Raskin  CRN-3488798-031121 Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning. Peter Raskin is a registered representative of Lincoln Financial Advisors. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

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Episode 54: How to Design and Implement Your Estate Plan – With Brett Kaufman Thumbnail

Episode 54: How to Design and Implement Your Estate Plan – With Brett Kaufman

You’ve worked hard on creating an estate plan that will transfer your wealth and values to those you love. However, if not appropriately implemented, all that hard work could go to waste. To help you learn the steps that will help you to properly carry out your estate plan, Peter Raskin sits down with Brett Kaufman for today’s episode. As an estate planning and tax attorney, Brett offers his expertise in the estate planning arena to help you better understand the estate planning, design, and execution process.  In this episode, you will learn: Four ways assets can be transferred  Why you should be regularly reviewing ownership and beneficiary designations  Common mistakes that can affect your estate plan Tax considerations for charity-related estate planning  And more! Tune in and discover everything you need to know to maximize your estate plan!  Resources: Raskin Planning Group | Peter Raskin: (617) 728-7433 | Schlossberg, LLC | Brett Kaufman: (781) 848-5028 | Resources: Estate Planning Roadmap (not available yet) CRN-3460223-021921 Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning. Peter Raskin is a registered representative of Lincoln Financial Advisors. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

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