Up Your Assets
By V. Ray Ferrara, CFP®
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Image by V. Ray Ferrara, CFP®
Category: Investing
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Episodes: 32
Description
Are you ready to up your assets? 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. Each episode delivers candid conversations with industry leaders on the money matters that impact your life. With five decades of market cycles under his belt, Ray's seen it all and isn't afraid to tell it like it is.
Acknowledgment and Important Disclosures: https://bit.ly/3O9EreY
| Episode | Date |
|---|---|
|
Episode 32 - How Smart Investors Navigate Market Uncertainty
|
May 27, 2026 |
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Episode 31 - The Hidden Risks That Quietly Drain Your Wealth - and How to Avoid Them
|
May 07, 2026 |
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Episode 30 – Roth IRA Conversions: When It Makes Sense and When It Doesn’t
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Apr 28, 2026 |
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Episode 29 - The Truth About Life Insurance (Before You Buy Anything)
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Mar 26, 2026 |
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Episode 28 – Marriage, Money & Divorce: What Couples Need to Know Before and After “I Do”
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Mar 12, 2026 |
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Episode 27 – Your Money Isn’t the Only Target: Protect Your Data, Home, and Identity
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Feb 25, 2026 |
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Episode 26 - Trust Companies Explained: Preserve Family Wealth & Protect Your Legacy for Generations
|
Feb 11, 2026 |
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Episode 25 - Estate Planning After the One Big Beautiful Bill: New Rules, New Strategies
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Jan 28, 2026 |
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Ray’s 2026 Predictions Were Better Said: How to Make a Fool of Yourself
|
Dec 31, 2025 |
|
Master Your 401k: Matches, Roth vs. Traditional and the Power of Starting Now
|
Dec 10, 2025 |
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The Hidden Costs in Your Retirement Plan: Benchmarking Your Way to Better
|
Nov 25, 2025 |
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Living Longer Than You Think (and Loving It). How to Live (and afford) a 100 Year Life.
|
Nov 13, 2025 |
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The Claiming Clock: Singles, Couples, and Survivors
|
Oct 26, 2025 |
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Medicare Alphabet Soup Decoded: A, B, C, D and Your Best Path Forward
|
Oct 12, 2025 |
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One Big Beautiful Bill, Explained: Taxes, Deductions & You
|
Sep 29, 2025 |
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The Trials and Tribulations of Living Too Long - "Longevity Planning "
|
Sep 11, 2025 |
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Understanding Social Security: Running out of Money? Is It Broken? How do we fix it?
|
Aug 26, 2025 |
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Understanding Social Security: How to Claim Smart
|
Aug 11, 2025 |
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Understanding Social Security: Maximize Your Benefits, Minimize Regret
|
Jul 28, 2025 |
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Bridging the Gap: Smart Strategies for Women’s Wealth
|
Jun 30, 2025 |
|
Women, Wealth, and the Financial Services Gender Gap
|
May 30, 2025 |
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Long-Term Care: Planning Before Crisis Strikes
|
May 07, 2025 |
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The Donor's Guide to Deferred Giving
|
Apr 14, 2025 |
|
How to Win at Retirement (Beyond Your Portfolio)
|
Mar 21, 2025 |
|
Maximizing Your Business Exit
|
Mar 11, 2025 |
|
A Deep Dive Into Life Settlements
|
Feb 25, 2025 |
|
CFP®: The Gold Standard of Financial Planning
|
Feb 04, 2025 |
|
Now What? A Look at the Next Four Years
|
Jan 16, 2025 |
|
Health and Wealth at the Intersection of Financial Planning
|
Dec 31, 2024 |
|
Personal Finance From the Newsroom
|
Dec 18, 2024 |
|
Does the Market Care Who's President?
|
Nov 14, 2024 |
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It's All About Health Insurance
|
Nov 14, 2024 |