Managing Your Financial Future with Lucia Capital Group
Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your financial life. Securities offered through LPL Financial, member FINRA/SIPC.
Podcasting since 2019 • 251 episodes
Managing Your Financial Future with Lucia Capital Group
Latest Episodes
Asset Location: How a "Good" Portfolio Can Still Lose Money
There are plenty of conversations about how your money should be invested: stocks or bonds; aggressive or conservative; growth or safety, etc. But there’s another part of the equation that rarely gets the attention it deserves, and it can poten...
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Episode 251
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35:42
Why the Short Term Matters Most in Investing
It's true that most investing success happens over long periods of time. So it would stand to reason that you should stay focused on the long term. But when you think about it, the "long term" is really just a bunch of short-term periods ...
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Episode 250
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31:41
Are Roth Conversions Always a Good Idea?
Roth IRAs are often described as one of the most powerful tools available in retirement planning. Tax-free growth, tax-free withdrawals, and flexibility? Those are hard to beat. So it’s no surprise that Roth conversions are frequently promoted ...
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Episode 249
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31:48
Why Your Income Strategy Matters More Than Big Returns
There’s nothing wrong with wanting a strong rate of return. The problem starts when “the best return” becomes the plan, especially once you’re close to retirement and your portfolio has a job to do beyond just growing. The reality i...
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Episode 248
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35:42
Save Like a Pessimist And Invest Like an Optimist
Financial planning is NOT about predicting the future. It’s about balancing what you can reasonably expect with everything you can’t possibly control. Markets move, life happens, but the decisions you make today may have to support you for deca...
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Episode 247
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34:37