V. Raymond Ferrara, CFP® is the Founder and Executive Chair of ProVise Management Group, LLC (“ProVise”). The following presentation of UpYourAssets is intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment of financial planning advice from ProVise or any other investment professional of your choosing. Please see additional important disclosure at the end of this presentation. Copies of ProVise’s current written disclosure Brochure and Form CRS discussing our advisory services and fees is available upon request or at www.provise.com.
I acknowledge that the following presentation of UpYourAssets is intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment to financial planning advice from ProVise Management Group, LLC (“ProVise”) or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or financial planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither ProVise’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if ProVise is engaged, or continues to be engaged, to provide investment advisory services. ProVise is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if ProVise is engaged, or continues to be engaged, to provide investment advisory services. Copies of ProVise’s current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.provise.com.
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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.
