Wealth Is In The Details Podcast

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, Peter Raskin speaks with professional beer taster and co-founder of Your Beer Friend Hal Mooney to unravel common misconceptions about beer and explore the diverse landscape of the craft beer industry. Discover the truth about dark beers, the wide variety of lagers, and how the US beer scene competes on a global scale. Whether you’re a casual drinker or a beer aficionado, you’ll gain surprising insights that make your next sip even more enjoyable.

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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.

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

Osaic FA, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

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 debunks common financial planning rules of thumb, from “safe distribution rates” to “tax deferral.” He explains why these generalized strategies can be risky and teaches how tailored advice offers better clarity and confidence. Tune in to explore effective financial planning strategies rooted in professional insight rather than shortcuts.

Peter discusses:

Tune in for practical insights that go beyond one-size-fits-all financial rules.

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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.

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

Osaic FA, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

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 deathbed regrets into a life well-lived. David shares his journey from advertising to co-founding The Bucket, a community focused on helping individuals lead more fulfilling lives by confronting their mortality. Learn how mortality can act as a powerful motivator to rethink priorities, embrace joyful experiences, and live authentically.

David discusses:

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About Our Guest:

David Abend is the co-founder and editor-in-chief of The Bucket and has a passion for helping people see the world in a different way – a talent he honed from decades of work as an advertising creative director and copywriter. He has worked at some of the world’s leading agencies including Digitas, Hill Holiday, Arnold Worldwide, and Mullen-Lowe on noteworthy brands such as Reebok, New Balance, Stanley Tools, Fidelity, Titleist, InterContinental Hotels Group (IHG), and AARP. With The Bucket, David seeks to achieve the ultimate marketing challenge – the rebranding of death – by getting people to see how embracing mortality can help them live a more fulfilling life. David is also a Certified Life Coach.

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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.

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Osaic FA. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service providers with any questions you may have regarding your investment planning.

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

Osaic FA and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

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 tackles the misconception that cash is the safest investment, breaking down the concepts of liquidity, inflation risk, and how different types of investments align with your financial goals. Listen in and uncover the importance of aligning your investment choices with both your long-term and short-term objectives, and why simply stashing your cash might not always be the best strategy.

Peter discusses:

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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 Osaic FA, Inc./Osaic FA.

Securities offered through Osaic FA, Inc./Osaic FA, a broker/dealer. Member SIPC. Investment advisory services offered through Osaic FA, Inc./Osaic FA, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Osaic FA, Inc./Osaic FA.

Osaic FA, Inc./Osaic FA 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.

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 that illustrates the key phases of financial planning from establishing to distributing wealth. Understanding this pyramid is crucial for anyone looking to build a stable financial future. His discussion, inspired by David Pierce’s article in the Journal of Financial Service Professionals, sheds light on the unique financial planning challenges and risks at different life stages, offering insights into how best to address them. Whether you’re just starting out or looking into retirement planning, this episode is packed with expert advice and the importance of professional guidance.

Peter discusses:

Tune in to uncover strategies for navigating your financial planning journey at every life stage.

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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.

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 investing to educate listeners about alternative investments and how they can complement traditional portfolios. William explains how the accessibility of alternative investments has improved, making them an option for more investors. Peter and Bill also emphasize the importance of professional advice, considering individual goals and risk tolerances, and understanding the costs and tax implications are emphasized.

Peter and William discuss:

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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.

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 trying to attain homeownership amidst soaring prices and mortgage rates. Peter discusses the advantages and disadvantages of renting vs. buying and provides valuable insights into making informed decisions regarding housing choices.

Peter discusses:

We want to help you gain clarity on whether renting or buying a home aligns with your financial goals and circumstances. Don’t miss this informative discussion on navigating the intricate decision-making process in today’s real estate market.

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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.

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 investment terminology, while emphasizing the importance of diversification. He explains factor investing and the significance of macroeconomic and style factors in portfolio management. Peter also covers the implications of the yield curve and bond duration for investors.

Peter discusses:

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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.

Raskin Planning Group is a marketing name for registered representatives 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. Raskin Planning Group is a marketing name for registered representatives 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.

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. Peter discusses key concepts including average returns, standard deviation, correlation, diversification, capital market assumptions, and market cap-weighted indices. He explains these terms in simple, relatable language, making it easier for listeners to grasp these fundamental financial concepts while emphasizing their importance in investment strategy. He advocates for clear communication between professionals and clients and stresses the need for a diversified approach to investing. 

Peter discusses:

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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.

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 1974, IRAs are now a cornerstone of savvy financial planning. Peter navigates through the complexities of IRAs, covering everything from income taxes and investments to life expectancy and estate planning.

Key Highlights:

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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.