Up Your Assets
Up Your Assets
Podcast 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
Podcast Insights
Content Themes
The podcast covers a variety of financial topics, emphasizing personal finance and wealth management. Specific episodes explore themes such as the impact of presidential policies on individual wealth, the intersection of health and financial planning, and insights from veteran financial reporters. It focuses on practical financial tips, the criticality of healthcare costs in planning, and the significance of professional financial credentials.
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
Did you know that approximately 25% of Adults in the US are child-free, yet little is tailored for those in terms of Estate Planning…In this episode, Ray Ferrara interviews Dr. Jay Zigmont about estate planning for child-free couples, a niche – yet increasingly relevant area. Regardless of if you do or don't have kids, this population segment will have an impact on you and your community. Estate Planning is not all about DOCUMENTS…it’s so much more: values, pets, charities, and your unique situation. This session provides the answers and valuable insights for advisors and clients alike.
Disclaimer
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