Master Your Money — One Episode at a Time
Are you ready to take control of your financial future? Whether you’re looking to build wealth, invest smarter, save on taxes, or navigate the complexities of insurance and healthcare costs, Up Your Assets is your go-to resource for sharp insights and actionable strategies.
Hosted by wealth management veterans and guest financial experts, our podcast breaks down complex financial topics into clear, practical advice you can use today — no confusing jargon, just real-world guidance to help you make smarter money moves.
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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.
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.
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.
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.
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.
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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.
