Skip to content
HeyJared

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.

Podcast · By V. Ray Ferrara, CFP® · English · Official site

Indexed episodes, last 90 days
5
Latest publication
Sep 11, 2026
Audience
Checking…
Earliest in this view
Jul 13, 2026

Latest episodes

  1. Episode · Sep 11, 2026

    Episode 39 - The Estate Planning Mistake Pet Owners Make (opens the original)

    Episode notes · Positive tone

    Read excerpt

    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

  2. Episode · Aug 26, 2026

    Episode 38 - Your Spouse Died. Now What Happens? Financially and Emotionally? (opens the original)

    Episode notes · Positive tone

    Read excerpt

    Widowhood is more than grief; it can be a financial emergency that could use a helping hand. In this episode, Ray Ferrara interviews Chris Bentley, Founder and Executive Director of Wings for Widows. The two have a delicate conversation about the financial and emotional challenges faced by widows and widowers. They explore practical steps, real resources, and the importance of proactive planning to navigate loss with confidence. Lift someone UP with the good news that resources exist and share t

  3. Episode · Aug 11, 2026

    Episode 37 - An Overview of Tax Lien/Deed Investing (opens the original)

    Episode notes

    Read excerpt

    Tax liens & Tax Deed investing are one of the most misunderstood corners of real estate. In this episode of Up Your Assets, Brian Seidensticker and your host Ray Ferrara, break down how tax sale investing actually works, why it’s not as simple as it sounds, and what investors need to know. If you’ve ever wondered how people invest in distressed property, this one’s worth a watch! Acknowledgements and Important Disclosures

  4. Episode · Jul 24, 2026

    Episode 36 - The Ladder of Success Almost Cost Me Everything I Really Needed (opens the original)

    Episode notes · Positive tone

    Read excerpt

    In this episode, Ray Ferrara interviews Tom Giachetti about his life journey, the lessons learned from his illustrious career, and his new book, "The Ladder: The Precarious Climb to Success." They explore the mechanics of work-life balance, faith, and the importance of personal growth at any age. Have you ever felt like achieving success in life can be overwhelmingly complex? Well, you're not alone. During this very heartfelt conversation, Tom shares how his focus may have been missing the mark

  5. Episode · Jul 13, 2026

    Episode 35 - How to Avoid Financial Devastation When Life Happens (opens the original)

    Episode notes · Positive tone

    Read excerpt

    Life in the big leagues is where you want to play; however, there can be some big curve balls thrown your way! A strikeout would be devastating, so be prepared to knock it out of the park and have your money plan ready to keep up! In this episode, financial expert Eustache Clerveaux shares insights with your host Ray Ferrara on how to prepare financially for life's major transitions, unexpected events, and windfalls. Learn practical strategies to build and maintain effective cushions within your

Publishing over time

Last 90 days. Choose a month to open its work.

Recurring subjects

Named in the text we hold. One piece can cover several.

Audience

No verified audience measurement yet.

About this data

Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.

Identity or attribution wrong? Suggest a correction.

See coverage about Up Your Assets