Up Your Assets

Por: V. Ray Ferrara, CFP®
Are you ready to up your assets? Join Ray Ferrara, CFP® – a 50-year veteran of wealth management and founder of ProVise Management Group – as he cuts through the noise of wealth management with straight talk and sharp insights. Each episode delivers candid conversations with industry leaders on the money matters that impact your life. With five decades of market cycles under his belt, Ray's seen it all and isn't afraid to tell it like it is.

Acknowledgment and Important Disclosures: https://bit.ly/3O9EreY
23 episodios disponibles

Latest episodes of the podcast Up Your Assets

Master Your 401k:  Matches, Roth vs. Traditional and the Power of Starting Now 10/12/2025
The Hidden Costs in Your Retirement Plan: Benchmarking Your Way to Better 25/11/2025
Living Longer Than You Think (and Loving It). How to Live (and afford) a 100 Year Life. 13/11/2025
The Claiming Clock: Singles, Couples, and Survivors 26/10/2025
Medicare Alphabet Soup Decoded: A, B, C, D and Your Best Path Forward 12/10/2025
One Big Beautiful Bill, Explained: Taxes, Deductions & You 29/09/2025
The Trials and Tribulations of Living Too Long - "Longevity Planning " 11/09/2025
Understanding Social Security: Running out of Money? Is It Broken? How do we fix it? 26/08/2025
Understanding Social Security: How to Claim Smart 11/08/2025
Understanding Social Security: Maximize Your Benefits, Minimize Regret 28/07/2025
Bridging the Gap: Smart Strategies for Women’s Wealth 30/06/2025
Women, Wealth, and the Financial Services Gender Gap 30/05/2025
Long-Term Care: Planning Before Crisis Strikes 07/05/2025
The Donor's Guide to Deferred Giving 14/04/2025
How to Win at Retirement (Beyond Your Portfolio) 21/03/2025
Maximizing Your Business Exit 11/03/2025
A Deep Dive Into Life Settlements 25/02/2025
CFP®: The Gold Standard of Financial Planning 04/02/2025
Now What? A Look at the Next Four Years 16/01/2025
Health and Wealth at the Intersection of Financial Planning 31/12/2024
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