Raskin Planning Group

Thinking about going green or making home improvements? 🌱🏡🚗 You might be eligible for valuable tax credits! If you’ve purchased an electric vehicle or made energy-efficient home upgrades (like solar panels), you could see significant tax savings. Learn more on this all-new episode featuring easy, stress-free tax tips! https://bit.ly/4iq7dWd #WealthIsInTheDetails #TaxCredits #SolarSavings #FinancialPlanning #Energy #Taxes

Did you donate to a charitable organization last year? ✅Tax tip! Keep track of your charitable donations to help you determine if you can itemize deductions beyond the standard amount. Today on the podcast Peter shares a few simple steps you can take to ensure you provide your accountant with all of the necessary information and documents to get you the best return! The first step? Listen to the episode! 👉 https://bit.ly/4iq7dWd #WealthIsInTheDetails #Taxes #CharitableGiving #FinancialPlanning

📂💡Tax Season Tip: Why Review Your Prior-Prior Year Tax Return? Before diving into this year’s taxes, start by reviewing your prior-prior year tax return! Why? 📄It’s your best reference point for what documents you’ll need. 📄Many accountants provide a summary to help you gather the right info efficiently. 📄It ensures you don’t miss anything that could impact your filing. A little prep now saves time, stress, and potential errors later! Listen to this clip as Peter reveals the first step when it comes to preparing your tax return ⬇️ #WealthIsInTheDetails #Taxes #TaxTips #FinancialPlanning #TaxSeason

Tax season doesn’t have to be stressful! Peter Raskin is here to guide you through practical tips for organizing your documents, understanding deductions, and making tax preparation easier than ever. 🎧 Listen to this insightful episode now: https://bit.ly/4iq7dWd #WealthIsInTheDetails #Taxes #Finance #Planning #Organization

📢 Tax season is here, but it doesn’t have to be overwhelming! The best way to be organized is to avoid surprises. In this week's episode, Peter shares practical tips to help you simplify your tax preparation process and avoid last-minute stress. 🎧 Tune in now: https://bit.ly/4iq7dWd #WealthIsInTheDetails #Taxes #Finance #Organization #Preparation

Markets rise and fall, but your financial future shouldn’t. Join Peter Raskin on The Wealth Is In The Details Podcast as he explains how to stay the course and build lasting wealth through planning and diversification. 🎧 Your journey to financial confidence starts here! https://apple.co/3QJQSzl #WealthIsInTheDetails #Finance #Wealth #Money #Investing

Expecting your portfolio to skyrocket 43% in one year? It’s possible—but rare. And if the market takes a hit, recovery could take years. In this episode, Peter explains how once you start withdrawing from your portfolio, managing risk becomes critical. This is where bonds come in! While not the only solution, bonds provide stability and help protect your wealth—especially if you're taking regular distributions. A smart portfolio balances growth and security. Learn more on an all-new episode of Wealth Is In The Details - available now wherever you enjoy podcasts. #WealthIsInTheDetails #RetirementPlanning #Investing #WealthManagement #FinancialSecurity

“Live today, but plan for tomorrow.” Peter Raskin offers guidance on balancing the present with future financial goals. Learn how to set yourself up for growth—no matter what the market brings. 🎙 Listen now! https://bit.ly/43nxekf #WealthIsInTheDetails #Money #Finance #Investing #Planning

Markets rise more often than they fall. In 38 out of 74 years since 1950, the market has soared over 20%! Yet many investors still panic at the first sign of trouble. In this clip, Peter explains why staying the course and trusting the process is the key to building lasting wealth. Check it out! ▶️ #WealthIsInTheDetails #Investing #FinanceTips #Money

How does your financial strategy stack up against market volatility? With political and economic shifts shaping the markets, how can you protect your investments while planning for the future? Gain insight into 👇 📊 The impact of political changes on your portfolio 🔄 How diversification helps navigate market volatility 💡 Why bonds still matter—even when stocks outperform 📉 Managing drawdowns & rebalancing for stability 🏦 Setting smart withdrawal rates for long-term security Don’t let uncertainty derail your financial future. Listen now! 🎧 https://bit.ly/43nxekf #WealthIsInTheDetails #WealthManagement #Investing #FinancialSecurity #MarketTrend