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.
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 concept of deferred giving.
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.
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.
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.
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.
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.
✅ Expert advice on managing your wealth, getting your financial life organized, and achieving financial freedom
✅ Smart tax strategies to keep more of your hard-earned money and minimize your liability over the long term
✅ Insider breakdowns of retirement planning, Medicare and Social Security, insurance, and estate management
✅ Stay informed with the latest market trends and navigate economic shifts, inflation, interest rates, and policy changes with confidence.
Our listeners put the Personal in Personal Finance. Each month, we deep dive topics that impact your financial life. From recapping market trends and interviews with experts in healthcare and insurance to conversations with award-winning journalists, hear a new perspective about the issues that matter.
This is a hidden gem! Ray and his guests dive into professional and authentic financial wisdom that’s backed up by decades of fiduciary experience. Ray cuts right through the jargon surrounding money, investing and financial planning topics — and you can’t help but want to follow along.
Gretchen Halpin, Beyond AUM
Up Your Assets breaks down complicated personal finance topics into digestible takeaways. Short episodes packed with insights!
John Smith
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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 eligibility requirements to tax implications. Through real-world cases and knowledgeable insights, discover how selling your life insurance policy could potentially put more cash in your pocket today.
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 insider tips on choosing the right financial planner and explore why the next generation should consider this rewarding profession.
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 policy shifts could impact your financial strategy.
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 to integrate health considerations into your financial plan, tackle longevity planning, and navigate the complex landscape of healthcare costs.
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.
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 had on the overall market.
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.
