Hosted by V. Ray Ferrara, CFP® · 🇺🇸 US · EN · 33 episodes
Established thought leaders with verified media credentials.
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
V. Ray Ferrara, CFP® hosts Up Your Assets, a business show with 33 episodes published.
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 suc
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 chi
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 M
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
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 t
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 i
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 ma
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 lit
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 p
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 wh
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 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 understan
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
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 strateg
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 bene
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 peri
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 retireme
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
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 Fra
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
Dr. Jay Zigmont
PhD, CFP® · Child Free Wealth and Child Free Trust
1 appearance on this show
Kara Murphy
Chief Investment Officer · Kestra Investment Management
1 appearance on this show
Rick Kahler
Financial Therapy Association
1 appearance on this show
Mary Beth Franklin
Social Security expert
3 appearances on this show
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Up Your Assets is hosted by V. Ray Ferrara, CFP®. The show is categorised under business (investing) and has published 33 episodes.
Up Your Assets has published 33 episodes.
Up Your Assets regularly covers business, investing. It sits in the business category, with a investing focus.
Up Your Assets is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Up Your Assets hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Up Your Assets average 31 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Up Your Assets's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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