Up Your Assets

A nonprofit's retirement plan deserves a little pampering, in which case – some more attention is needed than a passing annual glance and a hopeful shrug. In this episode, Ray speaks to the “NP DIVA” herself, Diana Zubrowski about 403(b) plans.  This glam-packed discussion touches on plan design, fees, fiduciary responsibilities and the value of regular reviews.  Listen today and learn how a thoughtful retirement benefit can support employee retention and make them feel like a star!

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Estate planning isn’t only about what happens after you’re gone—it’s also about protecting yourself and your family while you’re still here. In this episode, Ray talks with elder law attorney Cathy Sikorski about powers of attorney and the decisions families should make before a crisis hits.  Cathy and Ray differentiate the subtle and not so subtle components between elder law and estate law. One main theme of this session, is why adults of all ages should plan for who can make financial and healthcare decisions on their behalf.  With practical examples and a dose of humor, Cathy makes complicated topics easier to understand and highlights the value of having these important conversations with your family before they’re urgently needed.  Listen today!

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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

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.

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!

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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 this session today!

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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! 

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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 at times and the reality is; sometimes you are going to do it WRONG.  However, the good news in this triumphant episode is...IT IS NEVER TOO LATE TO FIX YOURSELF!  Listen today for repair instructions. 

To Order the Book Go To:https://www.calabrianhillsliterarypress.com/

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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 financial plan and win the financial series. Batter Up!

https://upyourassets.org/important-disclosures/

HOLD ON WITH BOTH HANDS…In this cliff hanger of an episode…join the eloquent Jerome Myers and host Ray Ferarra while they study the emotional and psychological challenges business founders face, and how to plan for a successful transition that aligns with personal purpose and fulfillment.Most founders assume that “cashing out” their Company or Business means the hard part is over — but in reality, it’s just the start. The real challenge? Managing the identity and purpose shift, and planning for what’s next.So, what's the secret? Are you truly ready for your next mountain? Or just thinking about the summit? Climb on and listen today!