Watch on

Up Your Assets· Ep. 20

Up Your Assets ~ The Claiming Clock: Singles, Couples, and Survivors

This episode is a unique conversation with Sandy Risgaard, CFP ® and Ray Ferarra, CFP® where they discuss essential information regarding Social Security and retirement. Included in the conversation is how to access benefits, the importance of having a strategy, tax implications and recent updates in the Social Security system. This great discussion emphasizes the complexity of Social Security and the need for personalized financial planning.

Up Next

Ep. 21
Up Your Assets ~ Living Longer Than You Think (and Loving It)
Ray Ferrara and Jonathan Ainsley discuss the implications of increased longevity on financial planning and lifestyle. They explore how living longer requires a shift in mindset, financial strategies, and the importance of reframing aging perspectives. Jonathan introduces the Flourishing Longevity Scorecard and discusses the three revolutions affecting longevity: the revolution of longevity itself, the impact of technology, and the evolution of relationships.

More from Up Your Assets

Up Your Assets

Up Your Assets ~ Women, Wealth, and the Financial Services Gender Gap

Published Dec 4, 2025

34m

Up Your Assets

Up Your Assets ~ Bridging the Gap: Smart Strategies for Women’s Wealth

Published Dec 11, 2025

30m

Up Your Assets

Up Your Assets ~ Understanding Social Security: Maximize your benefits, Minimize regret.

Published Dec 18, 2025

27m

Up Your Assets

Up Your Assets ~ Understanding Social Security: How to Claim Smart

Published Dec 25, 2025

26m

Up Your Assets

Up Your Assets ~ Understanding Social Security: Is It Broken? How do we fix it?

Published Jan 1, 2026

21m

Up Your Assets

Up Your Assets ~ The Trials and Tribulations of Living Too Long - "Longevity Planning "

Published Jan 8, 2026

43m

Up Your Assets

Up Your Assets ~ One Big Beautiful Bill, Explained: Taxes, Deductions & You

Published Jan 15, 2026

57m

Up Your Assets

Up Your Assets ~ Medicare Alphabet Soup Decoded: A, B, C, D and Your Best Path Forward

Published Jan 22, 2026

38m

Up Your Assets

Up Your Assets ~ Living Longer Than You Think (and Loving It)

Published Feb 5, 2026

36m

Up Your Assets

Up Your Assets ~ The Hidden Costs in Your Retirement Plan ~ Benchmarking Your Way to Better

Published Feb 12, 2026

25m