PODCAST · business
Up Your Assets
by 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
Episodes
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Episode 41 - Congrats, You Sold Your House! Now Comes the Medicare Surprise.
During this brief podcast, Ray provides his perspective on something that could be often overlooked. His word to the wise, be on the lookout for a "Lookback"... This potential unwanted surprise, can rear its head when selling your home in retirement. No secrets here - watch today and learn what…
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Episode 40: Forget the Piggy Bank. Your Kid Has a Trump Account
Discover how Trump accounts could help give children a powerful financial head start. In this concise and insightful episode, Ray breaks down these long-term savings vehicles introduced in 2025, explains their potential tax advantages, and shares smart strategies for maximizing their value.…
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Episode 39 - The Estate Planning Mistake Pet Owners Make
Today's poignant podcast covers an often-overlooked part of the estate planning process, Our Pets! During this brief session, Ray outlines some sound advice on how to care for our beloved companions. The robust resources available may surprise you… so grab your favorite fluffy companion, give…
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Episode 38 - Your Spouse Died. Now What Happens? Financially and Emotionally?
Widowhood is more than grief; it can be a financial emergency that could use a helping hand. In this episode, Ray Ferrara interviews Chris Bentley, Founder and Executive Director of Wings for Widows. The two have a delicate conversation about the financial and emotional challenges faced by widows...
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Episode 37 - An Overview of Tax Lien/Deed Investing
Tax liens & Tax Deed investing are one of the most misunderstood corners of real estate. In this episode of Up Your Assets, Brian Seidensticker and your host Ray Ferrara, break down how tax sale investing actually works, why it’s not as simple as it sounds, and what investors need to know. If...
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Episode 36 - The Ladder of Success Almost Cost Me Everything I Really Needed
In this episode, Ray Ferrara interviews Tom Giachetti about his life journey, the lessons learned from his illustrious career, and his new book, "The Ladder: The Precarious Climb to Success." They explore the mechanics of work-life balance, faith, and the importance of personal growth at any age....
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Episode 35 - How to Avoid Financial Devastation When Life Happens
Life in the big leagues is where you want to play; however, there can be some big curve balls thrown your way! A strikeout would be devastating, so be prepared to knock it out of the park and have your money plan ready to keep up! In this episode, financial expert Eustache Clerveaux shares…
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Episode 34 - Sold My Company. Now What the Hell Do I Do?
HOLD ON WITH BOTH HANDS…In this cliff hanger of an episode…join the eloquent Jerome Myers and host Ray Ferarra while they study the emotional and psychological challenges business founders face, and how to plan for a successful transition that aligns with personal purpose and fulfillment.Most...
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Episode 33: The Child-Free Estate Planning Gap Nobody Talks About
Did you know that approximately 25% of Adults in the US are child-free, yet little is tailored for those in terms of Estate Planning...In this episode, Ray Ferrara interviews Dr. Jay Zigmont about estate planning for child-free couples, a niche - yet increasingly relevant area. Regardless of if…
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Episode 32 - How Smart Investors Navigate Market Uncertainty
When markets soar or plunge, it’s natural to want to time your moves perfectly. But what if the real secret to lasting wealth isn’t timing, but discipline? In this episode, Ray and Kara Murphy, CIO of Kestra Investment Management, dispel some common misconceptions around market timing…
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Episode 31 - The Hidden Risks That Quietly Drain Your Wealth - and How to Avoid Them
In this brief but bold episode, Ray shares several essential strategies for preserving and growing your wealth! It is so important to remain vigilant and keep focused on risk management, proper tax strategies, liquidity when needed and organized estate planning. Take a listen and learn some quick...
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Episode 30 – Roth IRA Conversions: When It Makes Sense and When It Doesn’t
This episode features some great perspective from the podcast host Ray Ferrara. Where he explores the strategic considerations of converting traditional IRAs to Roth IRAs, including benefits, drawbacks, and timing tips to optimize retirement planning. Ray does not have a "Crystal Ball" and this…
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Episode 29 - The Truth About Life Insurance (Before You Buy Anything)
Most people don’t fully understand how life insurance really works or quite possibly are overwhelmed by all the options available to them. In this eye-opening episode Ray teams up with Barry Flagg, a lifelong innovator in the insurance industry who’s revolutionized how consumers and advisors...
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Episode 28 – Marriage, Money & Divorce: What Couples Need to Know Before and After “I Do”
Join Ray as he hosts renowned family law expert Ky Koch, a Florida attorney with decades of experience in divorce and collaborative law.In this compelling discussion about destiny... Learn what to do when preparing to marry, to the innovative process of collaborative divorce, Ky and Ray share...
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Episode 27 – Your Money Isn’t the Only Target: Protect Your Data, Home, and Identity
In this episode, Ray discusses essential strategies for securing personal data with expert Kenneth Washington, who is the Chief Information Officer at the Tampa Port Authority. They cover a range of topics that are a little more "TECH" related to the Up Your Assets Podcast... including the...
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Episode 26 - Trust Companies Explained: Preserve Family Wealth & Protect Your Legacy for Generations
In this episode of the Up Your Assets podcast, Ray and James A. Combs, Jr. , the President and CEO of National Advisors Trust Company discuss the intricacies of legacy planning and the role of trust companies in estate planning. They explore the advantages of using a corporate trustee, the…
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Episode 25 - Estate Planning After the One Big Beautiful Bill: New Rules, New Strategies
In this episode of the Up Your Assets podcast, Ray Ferrara is joined by estate planning attorney Nick Grimaudo! The two discuss recent changes in estate planning, which made estate tax rules permanent... Ever wondered what $15 million per person means for you? Or how the new laws actually help…
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Ray’s 2026 Predictions Were Better Said: How to Make a Fool of Yourself
In this episode, Ray Ferrara shares his predictions for 2026 and reflects on how difficult it is to forecast the future in such an unpredictable world. He looks at several major market themes, including a possible surge in IPO activity with nearly 500 companies potentially going public and…
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Master Your 401k: Matches, Roth vs. Traditional and the Power of Starting Now
In this "Part 2" episode with guest Jon Brethauer CFP®, AIF®, CPFA, MBA and Ray go further into the intricacies of managing retirement plans from a participant's perspective. They cover essential topics such as understanding eligibility, maximizing employer contributions and the differences…
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The Hidden Costs in Your Retirement Plan: Benchmarking Your Way to Better
In this episode of Up Your Assets, host Ray Ferrara CFP® and guest Jon Brethauer CFP®, AIF®, CPFA, MBA discuss the complexities of being a retirement plan sponsor. This is part 1 of a 2 part series, where they delve into fiduciary responsibilities, the importance of hiring fiduciary advisors, and...
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Living Longer Than You Think (and Loving It). How to Live (and afford) a 100 Year Life.
In this podcast episode, Ray Ferrara and Jonathan Ainsley discuss the implications of increased longevity on financial planning and lifestyle. They explore how living longer requires a shift in mindset, financial strategies, and the importance of reframing aging perspectives. Jonathan introduces...
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The Claiming Clock: Singles, Couples, and Survivors
This episode is a unique conversation with Sandy Risgaard, CFP ® and Ray Ferarra, CFP® where they discuss essential information regarding Social Security and retirement. Included in the conversation is how to access benefits, the importance of having a strategy, tax implications and recent…
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Medicare Alphabet Soup Decoded: A, B, C, D and Your Best Path Forward
In this episode of Up Your Assets, host Ray Ferrara and insurance expert Bill Askins delve into the complexities of Medicare, discussing its various parts (A, B, C, and D), the importance of understanding enrollment periods, and the differences between Medicare Advantage and Supplement plans.…
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One Big Beautiful Bill, Explained: Taxes, Deductions & You
In this unique episode Ray, provides great perspective on the major tax law changes that are here! During this educational session, he describes how the Big Beautiful Bill could have a significant impact on your retirement, investments, and estate planning. The One Big Beautiful Bill Act brings...
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The Trials and Tribulations of Living Too Long - "Longevity Planning "
There are several complexities that factor into retirement, adding to the conundrum is how to factor in the potential of "living longer" and what that might entail. In this episode, Ray sits down with longtime friend and fellow CFP® Rick Kahler to contemplate these challenges and biases that…
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Understanding Social Security: Running out of Money? Is It Broken? How do we fix it?
Congratulations! You have made it to the conclusion of the amazing three-part series on understanding Social Security, with Ray Ferrara CFP ® and award winning author / journalist and Social Security expert Mary Beth Franklin. During Part 3, Ray and Mary Beth take a look down the road on what the...
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Understanding Social Security: How to Claim Smart
Welcome to part two of this superb three-part series with Ray Ferrara CFP ® and award-winning author / journalist and Social Security expert Mary Beth Franklin. During this exciting and informative session, Ray and Mary Beth give some well thought out tips on how to navigate the...
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Understanding Social Security: Maximize Your Benefits, Minimize Regret
In this amazing three part series, Ray Ferrara CFP ® speaks to award winning author / journalist and Social Security expert Mary Beth Franklin. During this exciting and informative session, Ray and Mary Beth roll up their sleeves and have a detailed discussion about all things Social Security! A...
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Bridging the Gap: Smart Strategies for Women’s Wealth
In this episode, Ray explores the surprising truth when it comes to the future of Women and Wealth Management with Dr. Barb Provost. This in-depth discussion reveals the amazing trends in financial services and the opportunity that exists. You won’t want to miss the insightful conversation on how...
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Women, Wealth, and the Financial Services Gender Gap
Ray Ferrara, CFP®, sits down with Cary Carbonaro, CFP®, MBA, Managing Wealth Advisor and Women in Wealth Ambassador for Ashton Thomas, to tackle the financial services industry's gender problem. Together, they explore how women approach money differently, the unique challenges they face—from wage...
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Long-Term Care: Planning Before Crisis Strikes
Ray Ferrara, CFP®, sits down with Alex Chamberlain, CMC, CSA, owner of EasyLiving, Inc, to tackle the realities of long-term care planning. They explore common misconceptions about care costs, the financial impact of extended care needs, and the importance of reaching out before crisis strikes....
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The Donor's Guide to Deferred Giving
Looking to make a lasting charitable impact? Ray Ferrara, CFP®, is joined by Katrina Mason, President and CEO of Morton Plant Mease Healthcare Organization, and Patricia Wang, Executive Director of Development and Gift Planning at the University of Maryland College Park Foundation, to unravel the...
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How to Win at Retirement (Beyond Your Portfolio)
Is there more to retirement than just financial planning? Ray Ferrara, CFP®, sits down with Robert Laura, founder of the Retirement Coaches Association and seven-time bestselling author, to challenge the status quo of retirement planning. Together, they explore the psychological and social…
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Maximizing Your Business Exit
Thinking about selling your business? Ray Ferrara, CFP®, sits down with Emery Ellinger, founder of Aberdeen Advisors, Inc., to unpack the complex world of mergers and acquisitions. Together, they explore how to prepare your company before selling, obtain accurate business valuations, avoid common...
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A Deep Dive Into Life Settlements
Ever wondered if your life insurance policy could be worth more than you think? Ray Ferrara, CFP®, sits down with Boyd Crisler, founder of Boyd Settlements, to discuss life settlements. Together, they explore this often-overlooked third option for policy holders, diving into everything from...
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CFP®: The Gold Standard of Financial Planning
Want to know what sets financial advisors apart? Ray Ferrara, CFP®, and Kevin R. Keller, CAE, Chief Executive Officer of the CFP Board, cut through the alphabet soup of financial designations and reveal why the CFP® mark stands as the gold standard of financial planning. Together, they also share...
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Now What? A Look at the Next Four Years
What could the next presidential term mean for your wealth? Join Ray Ferrara, CFP®, as he unpacks the potential implications of upcoming policy changes under President Trump. From tax reforms and tariffs to Social Security considerations and the national debt landscape, understand how possible...
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Health and Wealth at the Intersection of Financial Planning
How does your health impact your financial plan? On today's episode, Ray Ferrara, CFP®, is joined by Carolyn McClanahan, M.D., CFP®, founder of Life Planning Partners, Inc., for an eye-opening discussion on the critical intersection of healthcare and financial planning. Together, they explore how...
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Personal Finance From the Newsroom
What's it like covering the ever-evolving world of personal finance? Ray Ferrara, CFP®, sits down with veteran financial journalist John Waggoner to explore his journey through decades of market coverage, the changing landscape of digital media, and the advice he would give to his younger self....
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Does the Market Care Who's President?
Does the market care who’s president? On today’s episode, Ray Ferrara, CFP®, is joined by Dr. Dave Yeske, CFP®, Founder of Yeske Buie, and Yusuf Abugideiri, CFP®, CIO of Yeske Buie, as they explore the market’s reaction to past elections and the impact (or lack thereof) that past presidents have...
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It's All About Health Insurance
Today’s topic is all about health insurance! Ray Ferrara, CFP®, is joined by Christine Simone, CEO and Founder of Caribou, a company that sits at the intersection of healthcare and finance. Ray and Christine discuss important topics surrounding Medicare and Medicare Advantage plans.…
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ABOUT THIS SHOW
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
HOSTED BY
V. Ray Ferrara, CFP®
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Frequently Asked Questions
How many episodes does Up Your Assets have?
Up Your Assets currently has 41 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Up Your Assets about?
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...
How often does Up Your Assets release new episodes?
Up Your Assets has 41 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Up Your Assets?
You can listen to Up Your Assets on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Up Your Assets?
Up Your Assets is created and hosted by V. Ray Ferrara, CFP®.
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