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Up Your Assets· Ep. 17

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

There are several complexities that factor into retirement, adding to the conundrum is how to factor in the potential of "living longer" and what that might entail. Ray sits down with longtime friend and fellow CFP® Rick Kahler to contemplate these challenges and biases that affect retiring. We hope this podcast's message will educate and inspire those who watch.

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Ep. 18
Up Your Assets ~ One Big Beautiful Bill, Explained: Taxes, Deductions & You
Ray provides great perspective on the major tax law changes that are here! During this educational session, he describes how the Big Beautiful Bill could have a significant impact on your retirement, investments, and estate planning. The One Big Beautiful Bill Act brings sweeping changes to the tax code that could directly impact your income, retirement, and estate plans for years to come.

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