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.

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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.

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