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. Together, they explore strategic options beyond immediate cash donations, including charitable gift annuities, pooled income funds, and charitable remainder trusts.
Katrina Mason became President and CEO of Morton Plant Mease Health Care Foundation in early 2025. Katrina previously served as the Director of Community and Corporate Engagement at Johns Hopkins All Children’s Foundation for 10 years, where she honed her expertise in leading strategic initiatives and fundraising campaigns.
Patty’s career in higher education fundraising has been in the service of UMD since 1986 in positions of progressive responsibility in front-line fundraising and development operations. She transitioned to gift planning and estate administration in 2006 and currently serves as the Executive Director of Gift Planning.
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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.
