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Up Your Assets· Ep. 19

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

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  1. 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.

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