Up Your Assets

V. Ray Ferrara, CFP®
  • 5,0 (4)
  • INVESTISSEMENT
  • DEUX FOIS PAR SEMAINE

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

  1. 26 AOÛT

    Understanding Social Security: Running out of Money? Is It Broken? How do we fix it?

    Congratulations! You have made it to the conclusion of the amazing three-part series on understanding Social Security, with Ray Ferrara CFP ® and award winning author / journalist and Social Security expert Mary Beth Franklin. During Part 3, Ray and Mary Beth take a look down the road on what the future of Social Security may look like given that it is projected to run out of money in 2032... A must watch for anyone who wishes to learn more about the complex system that will affect all of us as Americans.  www.MaryBethFranklin.com Acknowledgements and Important Disclosures

    21 min

  2. 11 AOÛT

    Understanding Social Security: How to Claim Smart

    Welcome to part two of this superb three-part series with Ray Ferrara CFP ® and award-winning author / journalist and Social Security expert Mary Beth Franklin. During this exciting and informative session, Ray and Mary Beth give some well thought out tips on how to navigate the sometimes-overwhelming process when claiming your Social Security Benefits. A must watch for anyone who wishes to learn more about the complex system that will affect all of us as Americans. www.MaryBethFranklin.com Acknowledgements and Important Disclosures

    26 min

  3. 28 JUIL.

    Understanding Social Security: Maximize Your Benefits, Minimize Regret

    In this amazing three part series, Ray Ferrara CFP ® speaks to award winning author / journalist and Social Security expert Mary Beth Franklin. During this exciting and informative session, Ray and Mary Beth roll up their sleeves and have a detailed discussion about all things Social Security! A must watch for anyone who wishes to learn more about the complex system that will affect all of us as Americans. www.MaryBethFranklin.com Acknowledgements and Important Disclosures

    27 min

  4. 30 JUIN

    Bridging the Gap: Smart Strategies for Women’s Wealth

    In this episode, Ray explores the surprising truth when it comes to the future of Women and Wealth Management with Dr. Barb Provost. This in-depth discussion reveals the amazing trends in financial services and the opportunity that exists. You won’t want to miss the insightful conversation on how to help current and future generations control the “Purse Strings”. Acknowledgements and Important Disclosures

    30 min

  5. 30 MAI

    Women, Wealth, and the Financial Services Gender Gap

    Ray Ferrara, CFP®, sits down with Cary Carbonaro, CFP®, MBA, Managing Wealth Advisor and Women in Wealth Ambassador for Ashton Thomas, to tackle the financial services industry's gender problem. Together, they explore how women approach money differently, the unique challenges they face—from wage gaps to longevity planning—and what women should look for when choosing a financial planner. Cary also shares insights from her new book "Women and Wealth" and discusses her mission to transform the industry into a more female-friendly space. Acknowledgement and Important Disclosure

    34 min

  6. 7 MAI

    Long-Term Care: Planning Before Crisis Strikes

    Ray Ferrara, CFP®, sits down with Alex Chamberlain, CMC, CSA, owner of EasyLiving, Inc, to tackle the realities of long-term care planning. They explore common misconceptions about care costs, the financial impact of extended care needs, and the importance of reaching out before crisis strikes. This conversation offers essential wisdom for anyone looking to age with dignity and financial security.   Acknowledgement and Important Disclosure

    36 min

  7. 14 AVR.

    The Donor's Guide to Deferred Giving

    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.    Acknowledgement and Important Disclosure

    24 min

  8. 21 MARS

    How to Win at Retirement (Beyond Your Portfolio)

    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. Together, they explore the psychological and social aspects of retirement that are often overlooked, including what retirees typically lose versus gain and the importance of acting on your dreams while you're still healthy. Sit back and enjoy a conversation that could fundamentally change how you approach this critical life transition.  Acknowledgement and Important Disclosure

    34 min
Tout afficher (16)

Notes et avis

5
sur 5
4 notes

À propos

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

Informations

  • Création
    V. Ray Ferrara, CFP®
  • Années d’activité
    2024 - 2025
  • Épisodes
    16
  • Classification
    Tous publics
  • Copyright
    © V. Ray Ferrara, CFP®
  • Site web de l’émission
    Up Your Assets

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