UP YOUR ASSETS.org, LLC

Website

UP YOUR ASSETS.org, LLC Up Your Assets with Ray Ferrara, CFP®
Serious money talk without the boring stuff.

Ray Ferrara, a 50-year financial pro, breaks down the money moves that matter so you can invest smarter, keep more of what you earn, and up your assets.

10/14/2026

POV: Your kid turns 18 with an investment account already waiting for them. 💰

So what happens next?

Ray explains how Trump Accounts transition at adulthood and breaks down the investment options behind them.

Adulting is a little easier when you don’t start from $0. 👀

10/12/2026

$6,000 to $4.1 MILLION?! 👀💰

That’s the long-term potential Ray walks through in this hypothetical Trump Account example.

Start with $6,000, continue contributing, assume a 7% return, strategically transition the money into a Roth IRA, and then give it decades to grow.

The result in Ray’s example? About $4.1 million by age 65.

Will a kid actually leave every dollar untouched until retirement? Probably not. But that money could also help fund an education, a first home, or simply provide one serious head start in life.

The real lesson? Starting early matters.

10/08/2026

$6,000 → $173,000?! 👀

Here’s where Trump Accounts get interesting.

In Ray’s hypothetical example, starting with $6,000, contributing $5,000 annually for 17 years, and assuming a 7% return could grow the account to around $173,000.

And the strategy doesn’t necessarily stop there. Ray explains how moving funds into a Roth IRA while the young adult is in a lower tax bracket could play a role in building long-term wealth.

Small start. Lots of time. Potentially BIG difference. 💰

🎧 Watch Ray break down the full example.

So… what exactly are Trump Accounts?They’re a new type of savings and investment account for eligible children designed ...
10/07/2026

So… what exactly are Trump Accounts?

They’re a new type of savings and investment account for eligible children designed to help families start building long-term wealth earlier.

Here’s the quick version:

💰 A one-time $1,000 federal contribution for eligible children
📈 Authorized contributions of up to $5,000 per year
💼 Employers may contribute within that annual limit
📊 Funds are invested in qualifying U.S. stock index funds or ETFs
🗓️ Generally, withdrawals can’t begin before the year the child turns 18

Swipe through for the basics — then listen to the latest Up Your Assets episode for the full breakdown.

10/06/2026

Are Trump Accounts actually worth it? 👀💰

A new type of savings account is giving families another way to start building wealth for their kids early.

Designed for children under 18, Trump Accounts allow parents and grandparents to contribute toward a child’s financial future and take advantage of years of potential long-term growth.

Because when it comes to building wealth, time might be your biggest asset.

🎧 Watch the full video as Ray breaks down Trump Accounts and what families should know.

Could $6,000 really turn into $4.1 million? 👀That’s the question we break down in our latest episode of Up Your Assets.T...
10/05/2026

Could $6,000 really turn into $4.1 million? 👀

That’s the question we break down in our latest episode of Up Your Assets.

Trump Accounts are designed to give eligible children an early start on long-term investing — including a one-time $1,000 federal contribution and the ability for authorized contributions to continue over time.

But the $4.1M number? That comes from a hypothetical example using a 7% annual growth assumption and a Roth conversion strategy.

The bigger takeaway: starting early gives compounding a lot more time to work.

🎧 Listen to the latest episode to hear Ray explain how the strategy works.

10/02/2026

Your kid could get a $1,000 head start. 👀💰

Trump Accounts are designed to help families start building long-term wealth early. Parents and grandparents can contribute, employers may be able to contribute too, and eligible children born between 2025 and 2028 can receive a $1,000 government starter contribution.

Because when it comes to building wealth, starting early can make a BIG difference.

🎧 Watch the full video to hear Ray break down how Trump Accounts work and what families should know.

10/01/2026

Could a new savings account help give your child a major head start? 💰

Trump Accounts are a new way for families to start building long-term wealth for children—but understanding how they work is key.

Ray Ferrara, CFP® breaks down who can contribute, how much can be invested, the potential tax advantages, and how a hypothetical long-term strategy could grow over time.

Could $6,000 in the first year eventually help build millions? Watch the full video to see the numbers behind the strategy.

🎙️ NEW EPISODE OUT NOW!Episode 40: “Forget the Piggy Bank. Your Kid Has a Trump Account.”What exactly is a Trump Account...
09/30/2026

🎙️ NEW EPISODE OUT NOW!

Episode 40: “Forget the Piggy Bank. Your Kid Has a Trump Account.”

What exactly is a Trump Account, and could it give the next generation a meaningful financial head start?

In this special short episode, Ray breaks down how Trump Accounts work, who can contribute, what happens as the child gets older, and the potential impact of starting to build wealth early.

🐷 The piggy bank might have some competition.

Watch Episode 40 of Up Your Assets™ now!

09/29/2026

Address

611 Druid Road E Suite 105
Clearwater, FL
33756

Alerts

Be the first to know and let us send you an email when UP YOUR ASSETS.org, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category