Up Your Assets

About Up Your Assets

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

Publisher

V. Ray Ferrara, CFP®

Category

business

Language

en

Explicit

No

First episode

14 Nov 2024

Latest episode

7 Oct 2026

Latest episodes

41 episodes in the feed.

1. 

   7 Oct 2026

   Episode 41 - Congrats, You Sold Your House! Now Comes the Medicare Surprise.

   During this brief podcast, Ray provides his perspective on something that could be often overlooked. His word to the wise, be on the lookout for a "Lookback"...  This potential unwanted surprise, can rear its head when selling your home in retirement. No secrets here - watch today and learn what you can do!  If you’re on Medicare, a large taxable gain from your home sale may raise your income for the year and could impact premiums.  As always, consult with your financial and tax professionals on how a home sale may affect your full plan.Acknowledgements and Important Disclosures

2. 

   28 Sept 2026

   Episode 40: Forget the Piggy Bank. Your Kid Has a Trump Account

   Discover how Trump accounts could help give children a powerful financial head start. In this concise and insightful episode, Ray breaks down these long-term savings vehicles introduced in 2025, explains their potential tax advantages, and shares smart strategies for maximizing their value. Listen today to learn how you can make the most of this new opportunity and help build lasting wealth for the next generation.

3. 

   11 Sept 2026

   Episode 39 - The Estate Planning Mistake Pet Owners Make

   Today's poignant podcast covers an often-overlooked part of the estate planning process, Our Pets! During this brief session, Ray outlines some sound advice on how to care for our beloved companions. The robust resources available may surprise you… so grab your favorite fluffy companion, give them a treat, and take a listen today! Acknowledgements and Important Disclosures (https://upyourassets.org/important-disclosures/)

Who has been a guest on Up Your Assets

Names identified in recent episode analyses. Showing up to five guests.

• Dr Barb Provost
• Cary Carbonaro
• John Waggoner

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.8 / 5

6 ratings

Podcast Authority Score: 12 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

11

Social presence

0

YouTube

0

Engagement

32