All Episodes
Up Your Assets — 30 episodes
Episode 30 – Roth IRA Conversions: When It Makes Sense and When It Doesn’t
Episode 29 - The Truth About Life Insurance (Before You Buy Anything)
Episode 28 – Marriage, Money & Divorce: What Couples Need to Know Before and After “I Do”
Episode 27 – Your Money Isn’t the Only Target: Protect Your Data, Home, and Identity
Episode 26 - Trust Companies Explained: Preserve Family Wealth & Protect Your Legacy for Generations
Episode 25 - Estate Planning After the One Big Beautiful Bill: New Rules, New Strategies
Ray’s 2026 Predictions Were Better Said: How to Make a Fool of Yourself
Master Your 401k: Matches, Roth vs. Traditional and the Power of Starting Now
The Hidden Costs in Your Retirement Plan: Benchmarking Your Way to Better
Living Longer Than You Think (and Loving It). How to Live (and afford) a 100 Year Life.
The Claiming Clock: Singles, Couples, and Survivors
Medicare Alphabet Soup Decoded: A, B, C, D and Your Best Path Forward
One Big Beautiful Bill, Explained: Taxes, Deductions & You
The Trials and Tribulations of Living Too Long - "Longevity Planning "
Understanding Social Security: Running out of Money? Is It Broken? How do we fix it?
Understanding Social Security: How to Claim Smart
Understanding Social Security: Maximize Your Benefits, Minimize Regret
Bridging the Gap: Smart Strategies for Women’s Wealth
Women, Wealth, and the Financial Services Gender Gap
Long-Term Care: Planning Before Crisis Strikes
The Donor's Guide to Deferred Giving
How to Win at Retirement (Beyond Your Portfolio)
Maximizing Your Business Exit
A Deep Dive Into Life Settlements
CFP®: The Gold Standard of Financial Planning
Now What? A Look at the Next Four Years
Health and Wealth at the Intersection of Financial Planning
Personal Finance From the Newsroom
Does the Market Care Who's President?
It's All About Health Insurance