Up Your Assets

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

Up Your Assets is a business podcast hosted by V. Ray Ferrara, CFP®, with 40 episodes on record and a Required Pod Score of 80.

V. Ray Ferrara, CFP® hosts Up Your Assets, a business show with 40 episodes published.

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  Up Your Assets

  Episode 40: Forget the Piggy Bank. Your Kid Has a Trump Account

  Sep 28, 20265 min

  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. Listen today to learn how you can make the most of this new opportunity and help build lasting wealth for the next generation.

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  Up Your Assets

  Episode 37 - An Overview of Tax Lien/Deed Investing

  Aug 11, 202635 min

  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 you’ve ever wondered how people invest in distressed property, this one’s worth a watch! Acknowledgements and Important Disclosures

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  Up Your Assets

  Episode 36 - The Ladder of Success Almost Cost Me Everything I Really Needed

  Jul 23, 202634 min

  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. Have you ever felt like achieving success in life can be overwhelmingly complex? Well, you're not alone. During this very heartfelt conversation, Tom shares how his focus may have been missing the mark at times and the reality is; sometimes you are going to do it WRONG. However, the good news in this triumphant episode is...IT IS NEVER TOO LATE TO FIX YOURSELF! Listen today for repair instructions. To Order the Book Go To: https://www.calabrianhillsliterarypress.com/ Acknowledgements and Important Disclosures

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  Up Your Assets

  Episode 35 - How to Avoid Financial Devastation When Life Happens

  Jul 13, 202632 min

  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 insights with your host Ray Ferrara on how to prepare financially for life's major transitions, unexpected events, and windfalls. Learn practical strategies to build and maintain effective cushions within your financial plan and win the financial series. Batter Up! https://upyourassets.org/important-disclosures/

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  Episode #34

  Episode 34 - Sold My Company. Now What the Hell Do I Do?

  Jun 29, 202628 min

  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 founders assume that “cashing out” their Company or Business means the hard part is over — but in reality, it’s just the start. The real challenge? Managing the identity and purpose shift, and planning for what’s next.So, what's the secret? Are you truly ready for your next mountain? Or just thinking about the summit? Climb on and listen today!

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