Topic: Personal Finance

In this unique episode Ray, provides great perspective on the major tax law changes that are here! During this educational session, he describes how the Big Beautiful Bill could have a significant impact on your retirement, investments, and estate planning.  The One Big Beautiful Bill Act brings sweeping changes to the tax code that could directly impact your income, retirement, and estate plans for years to come. Understanding these changes now is essential to making informed decisions that protect your wealth and take advantage of new opportunities.  This episode will give you the clarity and actionable insights you need to adapt your plan with confidence.

In this episode, Ray sits down with longtime friend and fellow CFP® Rick Kahler to contemplate these challenges and biases that affect retiring.  Over his enduring career, Rick has accumulated a vast knowledge base, professional credentials and accolades...during the podcast it is quite evident the wealth of information between these two colleagues.  What is also clear, the genuine heartfelt calling they both have for their craft,  clients and family... we hope this podcasts message will educate and inspire those who listen.

You won’t want to miss the insightful conversation with Dr. Barb Provost on how to help current and future generations control the “Purse Strings”.

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'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.

Description

In this episode of Up Your Assets, host Ray Ferrara and insurance expert Bill Askins delve into the complexities of Medicare, discussing its various parts (A, B, C, and D), the importance of understanding enrollment periods, and the differences between Medicare Advantage and Supplement plans. They emphasize the need for personalized advice and the potential pitfalls of late enrollment penalties, providing listeners with essential insights to navigate their Medicare options effectively.

Acknowledgements and Important Disclosures